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发帖数: 147 | 1 •
「在美生活：法律 、財務」聯合講座 “Life in America: Taking
Care of Your Legal and Financial Matters”
o 2012年10月28日
o 下午 1:00 到下午 5:00
•
“Crossing Art” Art Gallery (Queens Crossing Building, Ground Floor,
136-17 39th Avenue, Flushing, NY 11354)
•
1. 有什麽不同的方式可以申請“綠卡”？
What are the Different Ways to apply for your "Green Card"?
2. 什麼是您申請“綠卡”最好的方式？
What is the best way to obtain “green card” for you?
3. 為什麼每個人都應該設立自己的公司？
Why should everyone set up one’s own company?
4. 什麼類型的公司適合您？
What type of company suits you?
5. 新移民會面臨什麽稅務問題？
What are the major tax issues facing Chinese immigrants?
6. 海外資產，收入，以及饋贈會有什麽稅務後果？
What are the tax effects of foreign income, assets or gifts?
7. 我如何受益於財務策劃?
What is financial planning and how does it benefit me?
8. 我如何選擇低風險低稅務的投資？
What asset can I own that is tax efficient with low risk?
9. 如何幫(新生)兒女保護資產?
What should I do to secure my children’s financial future?
10. 將來返鄉養老未必划算，如何營造在美退休生活?
How can I lead a good-quality retirement life?
為提供民眾更好的社區教育服務，六位專業精英同聚一堂舉辦免費的聯合華語講座為您
回答這些問題。講座主題為移民法、公司法、資產保護法規、財務規劃及稅務規劃等，
讓民眾在一個下午獲得從移民申請到在美長期理財各重要環節的法規和策略資訊。
To answer these, questions, a group of established attorneys, CPAs, and
financial advisors are organizing a joint seminar, conducted in Mandarin and
English, to provide the Chinese-speaking New Yorkers a high-end experience
on an autumn afternoon. Through this 4-hour long seminar, the audience will
learn about critical information on immigration, wealth management, asset
protection, cross-nation tax issues and corporate law.
_________________________________________________
免費講座報名方式
Free Admission—RSVP via Facebook or phone
Tel: (347) 688-6006; Email: i**[email protected]
_________________________________________________
Speakers’ Bios:
Tao Lin, Attorney at Law 林志濤律師為林志濤聯合律師事務所執行律師，具有移民
與國際交易方面之專長。1998年加入黎保利與凱薩律師事務所，並於2004年至2009年擔
任合夥人與移民部門之主管。林律師取得紐約州律師執照與康乃狄克州律師執照， 亦
是美國移民律師協會會員，與紐約市律師協會移民事務委員會之委員。林律師畢業於美
國加州大學洛杉磯分校及匹茲堡 大學法學院. Mr. Lin is the Managing Attorney of
T. Lin & Associate and practices in the areas of immigration and
international transactions. He received his college degree from UCLA and his
J.D. from the University of Pittsburgh Law School. After graduation, he
worked for a non-profit organization before joining Caesar & Napoli in 1998,
where he was a partner and the head of immigration from 2004 to 2009. He is
a member of the American Immigration Lawyers Association and a panel member
of the Immigration Panel of the Association of the Bar of City of New York.
Shiyong (Shaun) Ye, Attorney at Law 葉世雍律師乃鋭澤律師事務所合夥人，葉律師
提供關於一般公司法、美國證監會申報、美國環保局註冊、公司併購、以及一般商務訴
訟的法律服務和諮詢。他的客戶包括貿易公司、製造企業、電網公司、發電廠、油氣公
司，礦業公司、碳基金、碳抵消提供商、製造公司、以及企業聯盟。加入鋭澤律師事務
所前，葉律師曾在金杜律師事務所（北京）、芝加哥氣候交易所、美國環保局、克龍羅
斯科律師事務所、以及莫 里弗蘭克律師事務所工作。Shiyong Ye is a partner of
Reid & Wise, LLC. He advises a range of clients on corporate law matters.
His clients include power trading companies, manufacturers, grids, electric
generation, oil and gas, mineral exploration companies, carbon funds, offset
providers, manufacturers, and industry coalitions. He has handled general
corporate matters, SEC filings, EPA registration, mergers and acquisitions,
and general commercial litigation. Before joining Reid & Wise, LLC, Shiyong
has worked at King & Wood Law Firm (Beijing), Chicago Climate Exchange, US
Environmental Protection Agency, Crone & Rozynko LLP, and Murray Frank LLP.
Ryan Guorong Zhang, C.P.A. 張國榮註冊會計師是紐約卓越稅務的創辦人，他過去任
職於全球四大會計師事務所之一的Deloitte德勤紐約分公司，服務頂級私人客戶，包括
大型私募基金公司和財富50大公司的控股股東，為高資產客戶處理複雜財務，並提供稅
務規劃、投資理財諮詢。張會計師也曾主筆世界週刊的稅務專欄，深受僑胞們的歡迎。
張會計師畢業於伊利諾伊大學香檳分校，持有紐約州、新澤西、加州及中國的註冊會計
師執 照，熟悉中美兩國的稅法法規。Mr. Ryan Guorong Zhang is the founder of
Premier Tax Inc, located in New York City. The corporate vision of Premier
Tax Inc is to enable clients to maximize tax savings and build long term
wealth through intelligent tax, accounting and financial management services
. Mr. Zhang’s professional achievements include an exemplary track record
at the Private Client Advisor Group of Deloitte's New York office, where he
handled advanced global tax issues and provided investment/wealth
consultancy for private equity firms and super high net worth individuals.
Mr. Zhang is also a tax advisor columnist for World Journal Weekly, which
has the largest Chinese newspaper circulation in North America. Mr. Zhang
graduated with a M.S. in Accounting from renowned University of Illinois at
Urbana-Champaign. He is a C.P.A. in New York, New Jersey, California, and
China.
Benjamin W. Deng, M.B.A. 鄧偉斌先生服務於西北相互人壽保險公司，專為企業及高
資產個人和家庭提供長期的理財分析和規劃。這些服務包含了多元化投資組合、投資避
險、風險轉移、員工福利組合設計，以及遺產規劃策略。加入西北人壽之前，鄧先生任
美林(Merrill Lynch)集團的理財顧問，提供私人客戶高額投資的規劃 服務。Mr. Deng
has built a successful financial advisory practice at Northwestern Mutual's
flagship office in New York City since 2006. He works exclusively with
highly successful business owners, executive directors and managing
directors of major investment banks and hedge funds to develop customized
tax advantaged strategies to help grow, protect, preserve and transfer their
wealth. He is also well known for his expertise in investment strategies
and estate planning for wealthy Chinese Americans.
Prior to Northwestern Mutual, Mr. Deng was a Financial Advisor at Merrill
Lynch's Global Private Client Group advising high net worth clients on
various tax efficient investment strategies and managing a sizable
investment portfolio for clients.
Jessica Y. Wong, CPA 黃榕註冊會計師服務於西北相互人壽保險公司，協助個人、家
庭和企業人士建立安穩的財務未來。加入西北人壽之前，黃榕於摩根士丹利美邦財富管
理公司擔任財務顧問，且有十年時間為全美第五大會計事務所McGladrey & Pullen,
LLP之合夥會計師。她志於提供長期、貼切的服務。黃榕畢業於賓州大學華頓商學院會
計系，為美國註冊會計師學會會員、擁有紐約州註冊會計師執照。
Prior to joining Northwestern Mutual, Ms. Wong was a financial advisor at
Morgan Stanley Smith Barney’s Wealth Management Company for three years
managing a sizeable investment portfolio and a partner at the fifth largest
public accounting firm, McGladrey & Pullen, LLP for ten years. Ms. Wong
works with individuals, families and business owners to help protect and
provide for a more secured financial future. Her mission is to build a long-
lasting relationship with unmatched personal service.
Ms. Wong received her Bachelor of Science degree from the University of
Pennsylvania in Accounting and Strategic Management. She is a member of the
American Institute of Certified Public Accountants (AICPA), Wharton Alumni
Association and a licensed CPA in New York State.
Kimvalrie S. Neal (Shao-wen Wang), Attorney at Law 王劭文律師提供資產保護和
傳承規劃服務，她的主要客戶為中產及高資產家庭，王劭文堅持全程個人化的律師服務
，協助客戶安保資產和全家生活品質。王劭文曾任職於專長資產傳承的愛庭爵律師樓，
她畢業於台灣大學法律系、紐約大學公共服務學院、哥倫比亞大學法學院。
Ms. Neal concentrates on asset protection and estate planning. Realizing
that health and wealth issues go hand in hand, she offers families and
individuals legal advice and tools in the realms of elder law, and tax,
asset and health management. She also writes well-received Chinese newspaper
columns to educate the Chinese American community in New York State on
those issues. Ms. Neal is committed to personalized legal service to her
clients.
After receiving her LL.B. from National Taiwan University, Ms. Neal
collaborated with leading international organizations on children’s rights
and health issues. Later, she received her M.P.A. in Health Policy and
Management from New York University and her LL.M. from Columbia Law School.
______________________________________
講座並得到西北相互人壽保險公司(Northwestern Mutual) 的贊助，西北人壽是美國著
名的金融服務公司，主要提供投資諮詢服務和各種保險業務，首重保險人利益，為客戶
提供優質的服務，並助他們增加資產。西北人壽注意到這場聯合講座對紐約華人社區，
具有里程碑的意義，因此特別加以贊助。This event is sponsored by The Russo
Group LLC of Northwestern Mutual. Northwestern Mutual enjoys a prestigious
reputation in the field of financial services. It is devoted to high quality
service and helping its clients protect and manage their wealth.
Recognizing the significant meaning of this joint seminar to Chinese-
speaking New Yorkers, the company is proud to be its main sponsor.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life
Insurance Company, Milwaukee, WI (NM) and its subsidiaries. Benjamin W. Deng
and Jessica Y. Wong are Insurance Agents of NM (life insurance, annuities
and disability income insurance) and Northwestern Long Term Care Insurance
Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Both
are Registered Representatives of Northwestern Mutual Investment Services
LLC (NMIS), a wholly-owned company of NM, broker-dealer, registered
investment adviser and member FINRA and SIPC. Benjamin Deng is also an
Investment Adviser Representative of NMIS.
Jessica Y. Wong is a Representative of Northwestern Mutual Wealth Management
Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited
purpose federal savings bank. All WMC products and services are offered
only by properly credentialed Representatives who operate from agency
offices of WMC.
Tao Lin, Shiyong (Shaun) Ye, Kimvalrie S. Neal (Shao-wen Wang), Attorneys at
Law, and Ryan Guorong Zhang, C.P.A., are not affiliated with Northwestern
Mutual and the views expressed by Tao Lin, Shiyong Ye, and Kimvalrie S. Neal
, Attorneys at Law, and Ryan Guorong Zhang do not necessarily represent
those of Northwestern Mutual or its subsidiaries. | s*****a
发帖数: 3387 | 2 為什麼每個人都應該設立自己的公司？
Why should everyone set up one’s own company? |
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