CASPA Financial Seminar I - Tax Preparation

I. Introduction of Chinese American Semiconductor Professional Association (CASPA)Founded in 1991, CASPA has developed into the largest Chinese American semiconductor professional organization worldwide. It is an officially registered non-profit organization with both the Internal Revenue Service and the State of California.CASPA charters1. Provide networking and business expansion for corporate sponsors and individual members2. Facilitate collaboration and communication among professionals and companies in the semiconductor industry3. Promote the welfare of the members by supporting their interests4. Exchange information regarding job opportunities and career development globally.II. OrganizationCASPA consists of individual members, corporate sponsors, board of directors, board of advisors, board of volunteers, and honorary advisors. The board of directors consists of 20 members including Chairman, Vice Chairman, Secretary, CFO. Every year after the annual conference, the new board select Vice Chairman from qualified candidates. The Vice Chairman becomes the Chairman in the following year to guarantee continuity of leadership of CASPA. The board of advisors consists of current year's chairman and past six year's former chairmen. In addition, there are 7 Honorary Advisors since 2000. Headquartered in Silicon Valley, California, CASPA has 11 local chapters worldwide: Albany New York, Austin & Dallas Texas; Phoenix Arizona; Portland Oregon; HsinChu Taiwan, Pearl River Delta (Hong Kong, ShenZhen), San Diego California, Shanghai, Beijing and Singapore. CASPA also forms alliance with other associations to promote welfare of its members. In 2004, CASPA reciprocates memberships with two of the largest professional organizations in the industry, SEMI and FSA.III. MembershipsCurrently CASPA has more than four thousand individual members covering multiple disciplines. Most of them are semiconductor professionals working in Silicon Valley, Southern California, Oregon, Washington, Arizona, Texas, New York, China, Taiwan, and Singapore. CASPA also has more than 70 corporate sponsors, including EDA, design, IDM, foundry, packaging / test, venture capital, science and technology development parks, legal and financial service companies located in the United States, Taiwan, Hong Kong, China, Singapore and Japan.IV. CASPA's activities1. Bi-monthly dinner meetings2. Conferences, Seminars, Workshops and Symposiums3. International and domestic Job Fairs4. CASPA Delegations to China, Taiwan, and Asia Pacific countries5. Hosting Delegations from China, Taiwan, and other Asia Pacific countries6. Annual banquet and special summer program.V. CASPA's publications1. Semimonthly eLtters2. Quarterly newsletters3. Annual Conference Proceeding4. Other conference and delegation proceedings

Chinese American Semiconductor Professional Association

CASPA Financial Seminar ( Feb. 22/Wed., 2017 ) at 6:30 p.m. at  ITRI (San Jose)
ITRI Address: 2870 Zanker Rd # 109, San Jose, CA 95134
ITRI Phone: (408) 428-9988
3 speakers :  
Dr. Wen Fang Liu, Managing Director at Deloitte Tax
Ms Michelle Chao, senior manager at Deloitte Tax,  "Tax Preparation"
Dr. Connie Chen,  Executive Vice Chairman at Transamerica Financial Group,  "Financial and Tax Planning for a Peaceful Retirement"
Topic:
CASPA Financial Seminar I - Tax Preparation
Speaker's Bio :
1. Dr. Wen-Fang Liu, Managing Director, Global Transfer Pricing, Deloitte Tax LLP
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Experience: Wen-Fang works with multinational companies in developing intercompany pricing strategies on a variety of transfer pricing assignments, including IP planning, global supply chain planning, audit defense, and global documentation. Wen-Fang has an extensive experience in managing global transfer pricing documentation projects and intellectual property planning studies, and implementing and modifying global transfer pricing policies to support clients’ overall business and tax objectives. She has served major clients in the technology, industrial equipment, automotive, medical device, pharmaceutical, and financial services industries, among others. Wen-Fang speaks at numerous tax conferences and has published numerous articles in leading Economics journals.
2. Michelle Chao, Senior Manager, International Tax, Deloitte Tax LLP
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Experience: Michelle is a Senior Manager based in Deloitte San Jose office with more than 15 years experience. Michelle has extensive experience managing international restructuring projects for companies based in the U.S. and Asia. She also has experience in the implementation of world-wide tax restructuring, IP planning, and cross border merger and acquisitions. Michelle’s industry experience includes real estate, the clean tech, pharmaceuticals, electronic components and finished goods, software, online service/retain sectors, biotech, venture capital funds, private foundations, and franchising and retailing industry. She has extensive experience in U.S. domestic and international tax, providing consulting, compliance, and tax provision assurance services to various clients in the Silicon Valley as well overseas . Michelle holds a Master of Taxation and a Master of Accounting from the University of Illinois, Urbana-Champaign.  
3. Dr. Connie Chen, Executive Vice Chairman, TransAmerica Financial Group
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Experience: Dr, Chen obtained her Ph D in sociology and statistics from the university of University of Hamburg in Germany. She was renowned in her field, with many publications. After moving to US, she felt the need to be educated in the field of financial planning as a new immigrant, she started a career of an investment advisor. She achieved a great success and featured in Money and Forbes magazine many times as the leader in this industry for 15 years. She specialized in the financial planning for company group plan and individual retirement rollover, investment, insurance, tax planning. Currently she devoted all her effort to educate the community with the comprehensive financial and wealth management tools to improve the peace of mind when we entering retirement stage.

ITRI North American Office

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CASPA Financial Seminar I - Tax Preparation

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