Past Seminars/Workshops

seminars

2018

  • Estate Planning for US Investors – What Realtors Should Know (hosted by Chinese Real Estate Association of America, Inc.)

  • Smart Tax and Asset Protection Planning for Realtors and International Real Estate Investors (sponsored by Silicon Valley Association of Realtors)

  • 2018 Tax Law Changes for Small Businesses. What You Need to Know (sponsored by City of Newark, City of Fremont and Alameda County Small Business Development Center)

  • New 2018 Tax Law Seminar. Learning event with local experts Renna Shee, Vivian Yuan, and Sam Parwiz.

  • Smart Tax and Asset Protection Planning for Realtors and Real Estate Investors (sponsored by Silicon Valley Association of Realtors)

  • A Conversation with YWGS Alumni – New Tax Laws, Asset Protection and Estate planning

  • New Tax Laws for Passthrough Entities (hosted by Prudential Insurance)

  • A Conversation with Caregivers – Tax and Legal Planning (hosted by Alzheimer’s Association)

  • 2018 Tax Changes: Individuals and Passthroughs

  • Smart Tax and Asset Protection Planning to Real Estate Investors

  • 2018 Tax Law 101 for Business Owners                                                            (sponsored by Mountain View Chamber of Commerce)

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

  • 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)