Jeffrey Lu

Adjunct Professor of Business

Biography

Professor Jeffrey Lu serves entrepreneurs in finance, real estate and tax services while providing transaction advises for more than two decades. His career started at Peat Marwick Mitchell (KPMG). He developed strong negotiation skills while practicing public accounting representing entrepreneurs featured in Inc. and Money magazine for merger and acquisition & financing of venture-backed and knowledge-based businesses in the high-tech, healthcare and real estate industries. 1997 Money magazine recognized him as one of the Personal Financial Specialist by AICPA. He is a broker associates, realtor® with Coldwell Banker Previews International at Newport Beach, CA, He earned the top 5 ranking of 2013 EBT program of Coldwell Banker Commercial.

Professor Lu is Certified Public Accountant, Personal Financial Specialist, Realtor, Broker Associate and Certified Negotiation Expert of Real Estate Negotiating Institute. Mr. Lu lectures "Cross Border Transactions & international taxation at Graduate School of Accounting of Soochow University. He lectured accounting and financial statement analysis at University of Missouri at Columbia Missouri and Coastline Community College in Orange County, California. Professor Lu is the founder of LU & ASSOCIATES in Irvine, California, serving entrepreneurs with transactional advisory services in finance, real estate and taxes.

Professor Lu is member of venture capital organization in Southern California and Silicon Valley/San Francisco Bay, director of Southern California Monte Jade (SCMJ), Assistant Scout Master of Boy Scout of America Troop 606, and Vice Chair of GATE committee of Irvine Unified School District. Mr. Lu served as Vice Chairman of the board of director of Southern California Chinese Culture Association (SCCCA)/Irvine Chinese School (ICS) based in Irvine, California.

Education

• Master of Accountancy, University of Missouri, Columbia, Missouri
• M.S. – Taxation, Golden Gate University, San Francisco, California
• B.S. – Accounting, Soochow University, Taipei, Taiwan, R.O.C.

Courses

• ACT 212 Managerial Accounting
• ACT 313 Cost Accounting
• FIN 335 Real Estate Finance
• MBA 621 and 622 International Finance
• MBA 665 Entrepreneurship Principles and Practices

Bio Page