Past Seminars/Workshops

2018

  • May 31st
    New 2018 Tax Law Seminar. Learning event with local experts Renna Shee, Vivian Yuan, and Sam Parwiz.
  • March 17
    A Conversation with YWGS Alumni – New Tax Laws, Asset Protection and Estate planning

  • March 20th
    Smart Tax and Asset Protection Planning for Realtors and Real Estate Investors

  • March 14th
    New Tax Laws for Passthrough Entities

  • March 8
    A Conversion of Caregivers – Tax and Legal Planning

  • February 25th
    2018 Tax Changes: Individuals and Passthroughs

  • February 10
    Smart Tax and Asset Protection Planning to Real Estate Investors

  • February 6th
    2018 Tax Law 101 for Business Owners

  • Smart Tax and Asset Protection Planning for Real Estate Investors

  • 2018 Tax Law 101 for Business Owners

2017:

  • Cross-Border Estate Planning for Foreign and U.S. Investors (Hong Kong) – sponsored by GFM Asset Management

  • Lunch & Learn: Smart Tax and Asset Protection Planning for Realtors and Real Estate Investors

  • U.S. Estate & Tax Planning Seminar (Hong Kong): Protecting Your California Assets – sponsored by GFM Asset Management

  • Lunch & Learn:  Asset Protection and Estate Planning for Business Owners

  • Lunch & Learn: Asset Protection and Estate Planning for Business Owners (Mountain View Public Library)

  • Getting Started with Financial Planning: Panel Discussion (Sunnyvale Public Library)

  • Techniques to Help Deal with Real Estate Partners and Investors (Sunnyvale Public Library)

2016:

  • Overview of Tax Savings Strategies (Transamerica Financial Group)

  • Common Pitfalls and Tax Traps for Real Estate Investors (Mountain View Chamber of Commerce)

  • Debunking the Myths of Asset Protection and Estate Planning (Milpitas Chamber of Commerce, Northern California Rheumatology Society)

  • Why Estate Planning Matters (Milpitas Chamber of Commerce)

  • Integration of Estate Planning and Financial Planning (Milpitas Chamber of Commerce)

  • Asset Protection for Small Business Owners (Milpitas Chamber of Commerce)

  • Hidden Risks: Avoiding Common Estate Planning Mistakes (Mountain View Public Library)