Organizer:       American China Exchange Council (ACEC)

Co-organizer:   Northwest Chinese Professional Association (NWCHP)

                          Chinese Business & Technology Association (CBTA)

  Chongqing Trade Office (North America)

 

Date:                March 12, 2006  ( 1:00pm – 4:00pm)

 

Place:                Chengdu Chinese Restaurant

                          14625  NE  24th Street

                          Bellevue, WA 98007

                          Tel: (425) 451-8389

 

Fee:                  $15.00/pp (some small gift may provide by ACEC)

 

Languang:       English / Chinese                 

Agenda:           11:45am – 12:00pm   Registration  

                         12:00pm -    1:00pm   Lunch

   1:00pm –   1:30pm   Introduction

   1:30pm –   2:30pm   Part I  -- Tax Issues

   2:30pm –   2:45pm   Question & Answer

                           2:45pm –   3:45pm   Part II – Investment Issues

   3:45pm –   4:00pm   Question & Answer

Program:

 

1.         Individual and Small Business Income Tax Updates for 2005 & 2006----Uncle Sam changes it

tax laws every year. How do we cope with these changes and lower our tax liabilities? 

Some practical tips for your tax planning.

Keynote Speakers:

Susan Yi, Partner of Hanlin Moss Group, a boutique Seattle based CPA firm

Susan Yi is a practicing CPA licensed in the State of Washington.  She is a Certified Valuation Analyst and works with clients on business valuation issues for various purposes, such as the buy/sell agreement, divorce, gifting and estate planning, loss of income and dissolution of partnership.  She also works closely with corporate clients as well as individuals and families to help them with tax issues and general business and tax planning. 

2.         Non-Resident Income Tax Strategy----Being a Non Resident Alien (NRA) do you know how to handle your income while you are living, studying or working in USA? Are there any way to minimize your tax liability.

Keynote Speakers:

Chris Brown, Attorney at Law, Garvey Schubert Barer

Chris Brown is an owner in the Seattle-based law firm Garvey Schubert Barer.

His practice focuses on federal and international tax issues. He frequently represents start-up and closely-held companies on issues such as entity choice, debt versus equity and investments, compensation matters, tax compliance and succession planning. He also assists individuals with tax controversy issues and cross-border tax planning. In addition, Chris has experience addressing the tax needs of large enterprises and public companies. He previously worked at one of the Big-4 accounting firms as a manager of international tax in San Jose, California. Prior to becoming an attorney, Chris worked as a business journalist in Hong Kong and Taiwan for four years, mainly writing about the computer business and trade issues.

3.         Broader View of Wealth Management – Focus on Growth----Stock, Bond and CD; mutual funds, ETF, hedge funds, concentrated stock

Position / stock options,  investing / borrowing,  annuity and life insurance. 

When the world is becoming complex so is our financial life.

Keynote Speakers:

Peter Yao, Financial Advisor of Merrill Lynch, a prime Wall Street Co.

Mr Yao is currently working at Merrill Lynch Global Private Client Group as

Financial Advisor, serving both domestic and international high net-worth investors. Before jointing Merrill Lynch, Peter was Vice President and Managing Director for China at a US multinational firm based in Minneapolis, Minnesota.  He was responsible for market development in China and Southeast Asian countries. He also served as Managing Director for US-China Joint Venture Firm based in Hong Kong. In 1980’s Peter worked on various positions for an international trading firm based in USA.

 

4.         Macro Asset Perspective – A Wealth Accumulation Strategy

 

Abstracts:

This is about asset allocations as well as tax savings strategy for your future retirement. This is about how much you have, and how much you keep.

           

Keynote Speakers:

            Yosuke Kameoka, New York Life, a prime national insurance co.

            Mr. Kameoka graduated from University of California at Berkely ion accounting degree. He used to work for a accounting firm at twin tower in New York city. He was a vice president at import export company before joining New York Life. He is one of the leading financial professional at New York Life in Bellevue. He is a member for Million dollar round table which put him at the top ten of the industry. His practice not only in life insurance,employee benefit.estate, retirement planning, annunity, long term care and other financial strategy to save taxes and investing.