CASPA Financial Seminar: 2018 Tax preparation & Estate planning with trusts

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

Speakers:
Michael Yu, the founder of Michael Yu CPA, Inc. Kenneth Yu, a junior partner of Michael Yu CPA, Inc. Joe Kuo, Divisional Vice President, AIG Financial Network
Topic 1: 2018 Tax preparation
Speakers: Michael Yu, the founder of Michael Yu CPA, Inc.
Kenneth Yu, a junior partner of Michael Yu CPA, Inc.
The Tax Cuts & Jobs Act of 2018 goes into effect on February 1, 2018. The tax reform legislation will have a significant tax impact on individuals, businesses, and multinational companies. How would this impact your personal taxes? What changes can new and existing small businesses expect?  Michael Yu, CPA with Kenneth Yu, CPA will be explaining 2018 tax filing for the current tax season, personal and business deductions, foreign bank disclosure, 2018 tax changes showing the increase or decrease to taxes, tax implications of the U.S. tax reform legislation, considerations when evaluating their impact on individuals and businesses, and possible strategies to maximize the tax benefits.
Topic 2: Estate planning with trusts
Speaker: Joe Kuo, Divisional Vice President, AIG Financial Network
Learn the difference between a Will, Revocable Living Trust, and an Irrevocable Living Trust. Learn the benefits and features of each document. Learn how to choose the proper documents when setting up an estate plan.
 Speakers’ Bio:
Michael A. Yu
   <IMG SRC="https://cdn.evbuc.com/eventlogos/130472715/miachalyu.png">    Michael A. Yu has over 25 year experience in accounting, finance, taxation and investments in various domestic and multi-national companies. Michael is a California licensed Certified Public Accountant (CPA), he had co-founded MAJ Accountancy Corporation and Michael Yu CPA, Inc., a professional CPA firm in domestic business,non-profit and cross-border investment consulting and taxation. Michael also served in Advisory Board of a non-profit university. He had worked as a senior financial consultant of BBV Ventures, an international investment group based in Connecticut and California.
   Prior to that, he had worked as CFO for Corelogic in Redwood City, California and Zaccess Systems in Beijing, China. Michael started his professional career with National Semiconductor as a financial analyst to coordinate the financial operations of Asia, Europe, and South America subsidiaries. Michael has a Master of Business Administration degree from Santa Clara University in California, and Bachelor of Science in Accounting from Brigham Young University in Utah. He had also studied at National Taiwan University.
 
   Kenneth Yu
<IMG SRC="https://cdn.evbuc.com/eventlogos/130472715/ken27spic.png">
   Kenneth Yu is a California Licensed Certified Public Accountant (CPA) who obtained his BA in Accounting from California State University, Fresno and holds and MS in Taxation from San Jose State University. His specialties include assisting international start-up companies with accounting and tax needs, helping international investors with tax planning and compliance. He has extensive experience working with high net worth individuals and privately held companies including companies in high-tech and farming industries. He had worked as a senior accountant of PP&CO, a local mid-size CPA firm based in San Jose. Kenneth was a member of International Tax Group when working at PP&CO.
   Prior to that, he had worked as an internal tax accountant for Intuit Inc, a Fortune 500 company. He started his professional career with Superior Farm Inc as an accountant.
 
 
   Joe Kuo<IMG SRC="https://cdn.evbuc.com/eventlogos/130472715/caspa.jpg">
 
   Joe Kuo serves as Divisional Vice President – AIG Financial Network | AIG Financial Distributors. In this role, he is responsible for developing and implementing innovative sales and field leadership strategies to increase AIG’s presence in the Asian markets. Prior to this position, Joe was Vice President and head of Advanced Markets for AIG Life and Retirement. He supervised a team of attorneys, accountants, and financial advisors and was responsible for developing innovative advanced marketing strategies, including building campaigns and sales concepts that properly positioned life insurance solutions for small business planning, estate planning, supplemental executive retirement funding and other advanced marketing opportunities.
   Before joining AIG, Joe acted as Executive Director for MetLife/New England Financial Group. There, he designed and implemented the company’s recruiting and training program for Asian financial advisors and managers, developed home office distribution and implementation systems for local branch offices, and supervised national marketing and advertising campaigns. Joe was also associated with New York Life Insurance Company serving as Corporate Vice President/Senior Executive Advisor. Joe was also a Director, Product Merchandising and Advanced Case Design for the Broker Dealer Group of American General Financial Group. Additionally, Joe was a former Estate Planning Counsel and Independent Financial Advisor for The Executive Compensation Group and served as Associate Attorney, Estates and Trusts Services Group for Salomon Smith Barney and as Associate Attorney with The AYCO Company (A division of Goldman Sachs Group, Inc.).
   Joe earned his bachelor’s degree with honors in political science from Binghamton University and earned his Juris Doctor with honors from Albany Law School. He holds both FINRA Series 7 & 63 licenses, Texas Life, Health and Disability license and is a member of both the New York and New Jersey State Bar Association.
Agenda: 6:30 — 6:45 pm Food and Networking 6:45 — 8:30 pm Seminar speeches 8:30 — 9:00 pm Questions and networking

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CASPA Financial Seminar: 2018 Tax preparation & Estate planning with trusts

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