2013/09/01

[Tsinghua-NC] CASPA 2013 Financial Seminar II




 
Date: Sept. 4, 2013 (Wednesday)
Time: 6:00-8:30 pm 
Venue: ITRI US Office? 2870 Zanker Rd, Suite 140, San Jose, CA
Registration here
Free Refreshments provided during the networking time.

Foreign Income, Assets and Bank Account Reporting
Chan Chang Fong, Tax Director, Price Waterhouse Coopers

What information is required to be filed with the IRS regarding US person's foreign income, assets and bank accounts?What are the potential penalties for noncompliance? What are the available options to resolve noncompliance issues?

How to Stand Up to the IRS
Christopher Huang, President & Founder, Christopher Huang CPA Inc.

After opening your mailboxes and receiving letters from the IRS, you might suddenly feel panic and fumble the ways how to deal with the agents. This seminar will pierce the veil of the IRS' secrets. In particular, the strategies include preparing your crucial evidence and the skills to negotiate with the IRS. Saddled with all the tools, you will get away with the government and be satisfied with the outcomes of settlements like pennies for dollars.

The Trends of Financial Products           
Julia Hsiao, LL.B, J.D.,LL.M. Financial Adviser, NYLIFE  

The financial products have been changing constantly due to the needs and the fears are different at different timing, life stages or economic environment.  To fulfill the market needs, various new financial products are designed.  This presentation will disclose the current features of products such as:  Life Insurance, Annuity, Long Term Care, etc.




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