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Life as an American expat has never been more exciting – due to the dizzying speed at which the world and technology are changing, we have more options available to us. However, no matter where we go, as U.S. citizens or permanent residents, we still have U.S. tax filing obligations. Knowing the law and its implications are important, but what is even more important is having a strategy for arranging one's tax and investment affairs so as to maximize gains and minimize tax liability. In this useful seminar, we will discuss the various filing options and programs that are available to you as an American expat, major changes brought about by the Tax Cuts and Jobs Act of 2017, tax planning and strategy, and various investment structures that have tax benefits. Join us and arm yourself with the knowledge to improve your financial situation and minimize tax liability.


Income and estate planning for American expats is challenging as they have to deal with the rules in their country of residence as well as the United States. This presentation will focus on the unique estate planning issues for US citizens living in China including the jurisdiction or jurisdictions that will control the disposition of assets; the use of Wills and Trusts in estate planning; estate and gift tax planning; difference between common law and civil law jurisdictions and the implications on estate planning, Trusts, and Wills; and strategies to coordinate estate planning with assets in multiple jurisdictions. There are also special estate and gift tax rules and planning considerations that will be covered when a US citizen is married to a non-US individual. The second part of the presentation will focus on individual foreign investment in the US including income, estate, and gift tax planning and traps for the unwary in transferring assets to family members in the US.



Key Points

· Planning with Wills and Trusts for American Expats living in China and strategies to coordinate your worldwide estate;

· Estate and Gift tax planning for US citizens with non-citizen spouses and the unique planning considerations;

· Individual foreign investment in the US and US income, estate, and gift planning and traps for the unwary in transferring assets to family members in the US

  1. Tax programs for expats
  2. Tax Cuts and Jobs Act major changes
  3. Tax planning as an expat
  4. Investment structures with tax benefits

Agenda

10 AM - 10:30 AM
Registration & Networking
10:30 AM - 11:30 AM
Session
11:30 AM - 12 PM
Q&A

Speakers

  • Robert Olivar (O&G Capital Management)

    Robert Olivar

    O&G Capital Management

    Bob Olivar is the Principal at O&G Capital Management, a U.S. SEC Registered Investment Advisory for expats living in Shanghai for over 13 years. O&G offers a distinctive blend of professional investment consulting for individuals and their families, as well as for non-profit organizations, corporations, and trusts.

    Since 1982, Bob has held several senior leadership roles as a professional financial advisor, beginning in the CME Group/Chicago Mercantile Exchange.

    As well as Principal of O&G Capital Management, Bob is an active member of American, international and local financial organizations.

    He specializes in managing individual’s retirement accounts such as ROTH IRA’s & 401(k)s, stock options, and children education planning; offering his clients a full spectrum of wealth and family planning services.

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  • Arin Vahanian (CEO & Founder of Quantage)

    Arin Vahanian

    CEO & Founder of Quantage

    Having spent nearly 10 years as an expat in locations such as Spain, China, and Japan, Arin combines real-world experience with a deep understanding of the tax challenges that expats face, and as such, is well-poised to lead the Quantage team. Arin is an Enrolled Agent (EA), authorized to represent taxpayers in front of the IRS in all 50 states, and holds a BA and MBA (Management) degree from California State University, Northridge.

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  • Chris Klug (Intelink Law)

    Chris Klug

    Intelink Law

    Chris practices in all areas of domestic and international taxation, cross-border transactions, and domestic and international estate planning. He has extensive experience working with companies with domestic and international income tax planning, including inbound and outbound mergers and acquisitions and other transactional tax matters. Chris represents clients with domestic and international private wealth planning and provides comprehensive estate planning for individuals, couples, and family businesses. He advises clients with dual or multiple nationalities, especially those living outside the US, and their families including unique estate planning challenges and tax considerations and opportunities for individuals and families immigrating to the US. As a former tax professor, Chris has a strong background in corporate, partnership, and individual taxation. Chris has a Juris Doctorate from Michigan State University College of Law and a Master of Laws in Taxation with a Certificate in Estate Planning from Georgetown University Law Center.

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Tickets

*Spotlight Sessions are sponsored marketing events. Event sponsors have the right to cancel registrations at any time and to determine who may attend the session.  

Standard Ticket
Standard Price Free

Registration

To register for this event, please RSVP online. For more information, please contact Zoe Zhang at (+86 21) 6279-7119 ext. 5667 or email zoe.zhang@amcham-shanghai.org.


Interested in introducing your products or services to AmCham Shanghai members through Spotlight Session? Please contact Zoe Zhang at (+86 21) 6279-7119 ext. 5667 or email zoe.zhang@amcham-shanghai.org for detailed information.


What is a Spotlight Session? A Spotlight Session is a promotional platform for companies to introduce products and services to interested AmCham Shanghai members. The sessions are conveniently held at AmCham Shanghai's offices and attendance is FREE.

Venue

AmCham Shanghai Conference Center

Suite 568, Shanghai Centre, 1376 Nanjing Road West
Shanghai, China

If you have any questions please contact Zoe Zhang

Contact Organizer

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