ACEQ Investment Group and Chai Family Foundation will co-host an informative Workshop.

“Tax & Retirement Planning for High-net-worth Individuals”

Time: 1:30 pm – 4:30 pm, Saturday, August 24th, 2019
Address: 3120 Scott Blvd, Santa Clara, CA 95054
Phone: 408-703-5360

High net-worth individuals often run the risk of missing out on tax benefits and paying more taxes than necessary. What are the effective tax planning strategies if you are a high wage earner with significant investment income? What are the key tax issues to consider if you are small business owners? Comprehensive tax planning requires careful attention across a wide range of areas. In this event, we will discuss potential opportunities to generate tax savings under the new tax law for high wage earners as well as small business owners.

 

AGENDA:
1:30 pm, Registration & Networking

2:00 pm, Speaker Bei Qin
Opening Remark: About Chai Family Foundation and its charity activities.
What types of retirement fund can buy real estate, regulations, and self-direct process?
2:50 pm, Q&A

3:00 pm, Speaker Courtney Zhang
Tax Planning Strategies for High Wage Earners and Small Business Owners.
3:50 pm, Q&A

4:00 pm, Networking

 

SPEAKERS:

Courtney Zhang

CourtneyZhang

Courtney is a partner at Eric Zhang & Associates LLP. Her US tax experience includes providing tax planning and tax compliance services for corporations, partnership, high net worth individuals, estates, trusts, and private foundations. Courtney has over 18 years of public accounting experience, including 12 years working at Big 4 accounting firms. Courtney’s clients ranged from Global Fortune 100 companies to start-up companies, as well as high net worth individuals.

 

 

Bei Qin

Bei Qin at SFO embassy

Bei was a former Software Engineer at Amazon before she became a self-directed IRA expert, specializing in real estate investment. Over the past 18 years, she has been helping her clients accumulated wealth. She serves as the CEO of Chai Family Foundation and has hosted hundreds of informative workshops and volunteered in many affairs to serve the community.

 

DISCLAIMER:

All events have inherent risk and can result in personal injuries, death and/or property loss/damages. Attendees (including registrant and guests) agree to assume all risks of participation and agree to release the organizers, Chai Family Foundation, ACEQ Investment Group and SVIEF(SVTIC)  from all liabilities. Attendees (including registrant and guests of the registrant) must agree to these terms and sign (electronically) below prior to the event.

 

This seminar is FREE. Registration is required. If no R.S.V.P, $10 at the door.

Please R.S.V.P. by filling the form below or by calling (408) 703-5360

*Time & Location: August 24th, Saturday, 1:30 PM – 4:30 PM
Location: 3120 Scott Blvd, Santa Clara, CA 95054
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