Services
I take on the following types of projects as an independent professional. All engagements are project-based or hourly; scope and fees are confirmed in writing after an initial conversation.
1. Cross-Border Tax Consulting
International tax issues for multinational groups and investment structures: OECD Pillar Two / GloBE impact assessments, holding structure reviews, and tax analysis of dividend and cash repatriation routes.
Best fit: mid-size group finance teams, family offices, and project collaboration with accounting and law firms.
2. Corporate Training and Speaking
Training and talks on international tax topics: Pillar Two from fundamentals to implementation, cross-border tax for US stock investors, and how to read the income tax footnote in financial statements. Content tailored to the audience, delivered in English or Chinese.
Formats: half-day or full-day workshops, online courses, conference talks.
3. AI Research Automation Advisory
Helping individuals and teams build AI-assisted research workflows: Python data pipelines (SEC EDGAR, market data APIs), AI document deep-reading process design, and multi-source verification mechanisms against hallucination. Automate the repetitive work; keep human effort on judgment.
Deliverables: workflow design + scripts + documentation + handover training.
4. Content Collaboration and Commissioned Writing
Writing at the intersection of tax, US stocks, and AI automation; podcast and video guest appearances; co-produced content. English and Chinese both available.
Media, finance platforms, and education institutions welcome.
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Email: hello@taxcodeusstocks.com
Work with me
Email: hello@taxcodeusstocks.com
Please include: collaboration type (consulting / training / advisory / content), a brief of your needs, and your expected timeline. I typically reply within three business days.