Long'an Dynamics | Lawyer Li Dingbang and consultant Dai Wenjun from Long'an Guangzhou were invited to attend a high-level forum on wealth management and enterprise expansion organized by China Merchants Bank, where they gave special presentations.

Recently, the “Set Sail 2025: Legal and Tax Insights in Corporate Expansion and Global Allocation under New Conditions” event, organized by China Merchants Bank Private Banking, and co-hosted by Longan (Guangzhou) Law Firm in Beijing and Tianzhi International (Guangzhou) Accounting Firm, was successfully held at the Pajiao Private Banking Center of China Merchants Bank.

Lawyer Li Dingbang from Longan Guangzhou, consultant Dai Wenjun, consultant Wu Yalan, general manager of the Cross-border Department of the Guangzhou Branch of China Merchants Bank, retail branch manager Chen Xiahong, branch manager Hu Li’ao of Jinsui Branch, branch manager Luo Zhifeng of the Pajiao Center for Private Banking, executive director Zhang Jing of the International Asset Management Department, director Han Yanguang of the Guangzhou branch of Tianzhi International, and manager Song Yun of the International Tax and Transfer Pricing Department of Tianzhi International were invited to attend. In addition, more than thirty enterprises also participated in this event.

Lawyer Li Dingbang

Deputy Director of the Marriage, Family and Wealth Management Department of Longan Guangzhou, and Deputy Director and Secretary-General of the Longan Bay Law, Finance and Tax Integration Research Center

Lawyer Li Dingbang shared his insights on “Risks and Opportunities: Wealth Management and Corporate Expansion in 2025”. He pointed out that in the current context, wealth management and corporate expansion are always hot topics. For entrepreneurs, the capital side and the industrial side are like the two wings of a bird or the two wheels of a car—both are essential. Under the new conditions in 2025, entrepreneurs face significant operational risks, but also numerous opportunities. Using eight cases related to wealth management and inheritance that were handled this year, he analyzed these cases from various aspects such as marriage and family risk prevention, family internal governance, criminal risk prevention for entrepreneurs, family trust structure design, and cross-border estate managers. When discussing the situation of corporate expansion in the Trump era and risk prevention in taxes, Lawyer Li combined his own cases to conduct in-depth analysis from aspects such as the comparison of company systems in Southeast Asia and the design of key terms for cross-border investment and merger and acquisition, suggesting that domestic law firms can act as incubators for domestic enterprises’ expansion abroad. While innovating cooperation methods, they can achieve mutual benefits in the era of large-scale expansion abroad.

Consultant Dai Wenjun

Head of the Tax-related Business Department of Longan Guangzhou, senior consultant of the Longan Bay Law, Finance and Tax Integration Research Center

Consultant Dai Wenjun shared his insights on “Tax Optimization in Entrepreneur Industrial Expansion and Wealth Management”. Starting from the business organizational forms for expansion abroad and the cross-border tax policy aspects, he explained the basic legal relationships and tax rules in tax management during expansion abroad. Based on this, he further introduced aspects such as permanent establishments, profit attribution, and tariff management for Chinese enterprises expanding abroad. He reminded enterprises expanding abroad to pay special attention to tax file management, front-end tax communication, and making good use of bilateral negotiation tools in tax compliance. Then, based on the latest global anti-tax avoidance practices, Consultant Dai Wenjun analyzed the impact on the original planning models in the form of cases, provided an overall approach to tax optimization of the industrial chain and equity structure for enterprises expanding abroad, and how to avoid unfriendly trade policies in specific countries through targeted structural adjustments under the context of anti-globalization. Finally, Consultant Dai Wenjun, combined with private wealth management, introduced key points in the use of foreign financial tools, planning of tax resident status, and construction of account systems, providing an overall framework for tax compliance and planning for enterprises expanding abroad.

Ms. Song Yun

Manager of the International Tax and Transfer Pricing Department of Tianzhi International, ACCA Certified Public Accountant

Ms. Song Yun, manager of the International Tax and Transfer Pricing Department of Tianzhi International and ACCA Certified Public Accountant, shared her insights on “The Steering Wheel of Taxes: Considerations in Corporate Expansion Planning”. Combining her rich practical experience in law and finance, she pointed out the importance of tax risk management and tax compliance in the development and operation of enterprises. Starting from the background of corporate expansion abroad, she emphasized the need for tax planning during the expansion process. She analyzed and explained the differences in tax policies, tariff barriers, and anti-tax avoidance regulations of different countries, helping the attending entrepreneurs better understand tax planning in corporate expansion abroad.

Ms. Zhang Jing

Executive Director of the International Asset Management Department of China Merchants Bank

Ms. Zhang Jing, executive director of the International Asset Management Department of China Merchants Bank, shared her insights from the perspectives of overseas investment and asset management. She pointed out that overseas investment is a very popular topic in the field of corporate expansion abroad. Combining her many years of investment and asset management experience, she analyzed the asset allocation and investment directions in the process of overseas investment from a professional perspective, and analyzed each key point, helping the attending entrepreneurs have a deeper understanding of the field of overseas investment.

After the sharing session, the attendees engaged in lively discussions during the interactive session, exchanging ideas on issues such as wealth management and corporate expansion. The lecture guests answered the questions of the attendees from a professional perspective, effectively helping the attending entrepreneurs better understand legal and tax issues in corporate expansion and global allocation.

The successful holding of this event not only reveals the profound significance of the integration of law and tax, but also provides professional responses to hot issues related to corporate expansion under the new conditions. In a complex business environment, the close integration of tax and law has become a key element for enterprises to operate smoothly, avoid risks, and achieve sustainable development. In the future, Longan Guangzhou will continue to explore and innovate, integrating resources from multiple fields such as law, finance, and tax, to provide enterprises with more comprehensive, professional, and efficient comprehensive legal services.