CASPA 2013 Financial Seminar II09/04/2013 - 09/04/2013

CASPA 2013 Financial Seminar II:  
Understanding Latest IRS Regulations (In the States & Abroad) & 
Preserving More of Your Hard-Earned Wealth

Date:    Sept. 4, 2013 (Wednesday)
Time:    6:00-8:30 pm
Venue:  ITRI US Office
            2870 Zanker Rd, Suite 140
            San Jose, CA

Refreshments to be provided during networking.
 
 
"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 Advisor, New York Life


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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