Z. Julie Lee is a partner and business lawyer with Foley & Lardner LLP. Julie represents U.S. and international clients on tax and general corporate matters, with an emphasis on cross-border transactions.
Julie frequently represents clients in the following areas of tax law:
- advising U.S. clients to structure operations, acquisitions, and reorganizations inside and outside the United States
- assisting foreign clients’ investments in, and acquisitions/dispositions of, U.S. businesses and assets
- counseling clients on tax issues resulting from employees working remotely and other cross-border employment issues
- advising clients on tax issues involved in financing matters
Additionally, Julie represents clients on tax matters before the Internal Revenue Service, including obtaining private letter rulings and handling IRS audits and collection actions.
Julie also has extensive experience representing clients with their cross-border transactions, with an emphasis on China and other Asian countries. She counsels clients on mergers and acquisitions, joint ventures and strategic alliances, and commercial transactions such as supply agreements, licensing arrangements, and distributorship agreements.
李竹女士是美国富理达国际律师事务所(Foley & Lardner LLP)的合伙人。
李竹女士在代表客户处理跨境交易,特别是和中国有关的业务方面有着丰富的经验。她为客户提供收购并购、合资企业、战略联盟以及商业交易等方面的法律咨询,其咨询内容包括供给合同、许可协议、分销协议、跨境技术转让以及转让到国外的知识产权保护的实践技巧等。
此外,李竹女士非常擅长处理美国境内企业、有限责任公司以及合伙企业在设立、经营、终止和重组等不同阶段面临的税收和商事法律业务。她协助纳税人处理与国家税局和威斯康星税局的行政和司法争议,包括所得税、营业/使用税、财产税等事务。同时,李竹女士还从事大量的跨国税务业务,包括协助美国客户在美国境外的公司收购和重组,为外国公司在美国投资或设立公司进行税务方面的策划,并就美国房地产税务事宜为外国客户提供建议。她是本所国际业务部、税收部、证券交易部、汽车部、能源工业部和体育部的成员。
卓越的领导力
李竹女士经常就跨境交易、并购和合资企业等问题发表演讲,她曾接受多家法律和商业期刊的采访就在华经商发表意见,其中不乏诸如《华尔街日报》和《并购》等知名杂志。2010年11月17日,威斯康星法律杂志刊登了题为“李竹为缩短威斯康星与中国的距离作出贡献”的文章对李竹女士进行了专题报道。自2000年以来,李竹女士合作撰写了由威斯康星州律师协会出版的《威斯康星州法律年度调查》中的税务章节。
代表性公司跨境交易:
» 代表一家美国上市制造业公司对一家受限制行业的前国有企业的股权收购事宜
» 代表一家美国科技公司在中国设立合资企业
» 代表一家美国服务型公司设立中国受限制行业的合资公司
» 代表一家美国制造业公司处理有关出售中国合资企业的股权事宜以及相关税务事宜
» 代表一家美国上市公司与一家亚洲上市公司签署价值1亿美元的供给合同
» 代表众多美国公司就市场进入战略和在中国设立外商独资企业(WFOE)及相关的税务、雇佣及合同事宜提供法律咨询
» 代表若干客户与其中国商业伙伴用汉语进行谈判,快速解决纷争并达成一致
代表性税务经验:
» 代表众多中国和欧洲公司就其对美国的投资提供架构咨询,以达到最佳税务规划的目的
» 代表众多美国公司就跨境合资企业和收购事宜中的税务问题提供咨询服务
» 代表众多美国公司和非美国公司就公司内转让的定价事宜以及雇员跨国外派相关问题提供咨询
荣誉
李竹女士因其出色的国际业务能力,被评选为2006年和2007年威斯康星州法律界新星。此外,李竹女士还荣获由《密尔沃基商业日报》评选的“40位40岁以下杰出人物”称号。
所属社团
李竹女士是威斯康星经济发展公司全球顾问组织的成员,她是密尔沃基大都会商业协会中国委员会顾问团成员。同时,李竹女士还被威斯康星州州长任命为威斯康星州国际贸易委员会会员。李竹女士曾担任密尔沃基律师协会税务部部长。
教育背景
李竹女士于1991年获得北京大学学士学位,1998年以优异成绩获得美国西北大学法学院法律博士(JD)学位,此后加盟富理达律师事务所。在法学院就读期间,李竹女士曾担任西北国际法学会联合会长,联合创办了西北小企业法律诊所,她还曾是《西北国际法律与商业》杂志的编辑。
语言
李竹女士工作语言为英语和汉语。
Representative Experience
Representative Tax-Related Experience
A list of Julie’s recent representative tax-related experience includes:
- Represented U.S. companies on tax issues involved in cross-border joint ventures and acquisitions
- Represented Chinese and European companies to structure their investment in the U.S. in a tax-efficient manner
- Represented U.S. companies and non-U.S. companies on inter-company transfer pricing issues and issues resulting from sending employees to work in a foreign country
Representative Cross-border Corporate Transactions
A list of Julie’s recent representative cross-border corporate transactions includes:
- Represented a publicly-traded U.S. manufacturing company on its acquisition of equity interests in a formerly state-owned enterprise in the restricted industry in China
- Represented a publicly-traded U.S. consumer product company to form joint ventures in Hong Kong, Taiwan, China, Malaysia and Singapore
- Represented a publicly-traded U.S. company to enter into a $100 million+ supply agreement with a publicly-traded company in Asia
Awards and Recognition
- Recipient of The Milwaukee Business Journal’s “40 Under 40” award
- Named to Lawyers of Color’s inaugural list of the Nation’s Best 2020
Affiliations
- Vice President and member of the Advisory Board, Wisconsin World Trade Association, Metropolitan Milwaukee Association of Commerce
- Member of the Board of Directors and volunteer, Milwaukee Habitat for Humanity
- Past member of the Board of Directors, Wisconsin Bar Association Tax Section
Languages
Julie is fluent in English and Mandarin Chinese.
Thought Leadership
Julie frequently speaks on the topics of cross-border transactions. She has been quoted or featured in a number of legal and business publications for her work, including the Wall Street Journal and the M&A Journal.