How To Minimize Your Business Tax -- For Sole Proprietors, Partnerships And Small-Medium Corporations03/26/2012 - 03/26/2012

How to Minimize Your Business Tax --
For Sole Proprietors, Partnerships and Small-Medium Corporations
Date: Monday, March 26th, 2012
Time: 5:30pm – 7:30pm
Address:  3005 Tasman Drive, Santa Clara (Kellogg Auditorium), CA 95054
Speakers:
Kelly Milligan, Senior Vice President – Investments, Merrill Lynch
Janet Zhang, Financial Advisor, Merrill Lynch
 
Agenda:
5:30pm - 6:00pm, Registration & Networking
6:00pm Welcome Remarks
6:05pm Tax Strategies for entrepreneurs
7:00pm - 7:30pm  Q&A
 
                    No Walk-ins
Event Introduction
This program is designed to assist the entrepreneurs who have Sole Proprietors, Partnerships, or Small & Medium Corporations to reduce tax payments by smartly structuring the employer and employee benefit plans. Merrill Lynch Wealth Management Financial Advisors will talk about
·         The basic features of multiple retirement plan solutions
·         How to minimize your taxes through the retirement plan
·         What is the right retirement plan for your company
Speakers:
Kelly Milligan – CRPC®, Senior Vice President – Merrill Lynch Wealth Management
Kelly joined Merrill Lynch Global Wealth Management in 2000. Previously, he was with ING Barings’ Investment Banking group and practiced corporate law at Riordan & McKinzie in Los Angeles. While a generalist, Kelly has extensive experience with tax minimization strategies and executive compensation issues. He is a frequent speaker on the topics of non qualified deferred compensation, concentrated stock and retirement planning. He graduated from the University of California at Berkeley with a BA in Economics in 1990. He then earned his MBA and Juris Doctorate degrees from the Anderson School at UCLA and UCLA Law School in 1996.
Janet Zhang, Financial Advisor – Merrill Lynch Wealth Management
Janet focuses on providing financial advice to high net worth individuals, families, and companies from Mainland China, Hong Kong, and Taiwan. Janet joined in Merrill Lynch after working for about 10 years in global business development and operations for both Chinese and U.S. companies.  With a wealth of experience working with company executives and business owners in both China and the United States, Janet understands how to address her clients’ unique investment needs and expectations. Her expertise includes concentrated stock risk management, portfolio construction and monitoring, credit and liability management (strategic borrowing), tax minimization, education planning, and retirement planning. Janet earned her MBA degree. She holds the FINRA Series 7, the NASD Series 66 and California Life, Accident and Health Licenses.
About SVCWireless
Silicon Valley-China Wireless Technology Association (SVCWireless) is a leading non-profit professional association to bridge the mobile/wireless industries between China and the United States. The organization is founded in year 2000 and now has more than 5000 members and 30 partners around the world. SVCWireless promotes entrepreneurship, innovation, and venture investment with the support from our members, sponsors and partners. http://www.svcwireless.org
 

Time:

05:30:00


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