Economic Update & New Tax Planning Seminar
You are invited to join us for a new tax and transnational Planning seminar, where you can learn some of the key issues to help you plan, protect, and transfer your assets more efficiently.
You will learn useful information on:
1. New concepts in transnational planning in current economic environment.
2. Estate, gift, and income taxations.
3. Common mistakes in family trust planning.
4. Qualifying Domestic Trust.
5. Transnational planning case analysis.
6. Personal and business income tax – related issues
7. Company structures and taxation.
8. New tax planning strategies in real estate business.
Seminar host by CABS. Seats are limited, please RSVP.
Speaker: Aaron Yen, JD. Esq.
Aaron Yen is a California and Nevada attorney who primary focus on the practice areas of domestic and international business and transaction structuring, general counsel, trademark, asset protection, tax and estate planning, tax reduction, trust and succession strategies for business owners and high net worth clients.
Speaker: Winny Lin, MBA, LUTCF, Financial Planner
Winny Lin is a well trained professional financial planner who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives. She brings a wealth of experience and knowledge in providing her clients with proper financial planning and investment advisory services, specializes in retirement, transnational and estate planning. She helps lots of high net worth clients solve the headache problems on wealth protection and transfer planning.
Speaker: Min Zhao, CPA, Master in Taxation
Min Zhao is a member of American Institute of Certified Public Accountant, and is a member of AICPA. She brings a wealth of experience and knowledge in providing her clients with proper tax planning and tax consultation services. She specializes in international tax, corporation structure and taxation, and high net worth clients’ tax strategies. The business areas includes real estate, manufacture, high tech company.
free online registration – $0 (USD)