Events

Personal Finance 101

What are some important financial decisions and strategies to consider in my 30s/40s/50s? How should I allocate assets for my family? What are some tax optimization strategies I can use? Should I consult a financial advisor or handle things myself?

Ensuring Financial Account Safety: FDIC and SIPC Explained

What is FDIC insurance, and how can it protect me?  What is SIPC insurance, and how can it protect me?  What is the coverage limit for FDIC and SIPC insurance?  When a bank or broker dealer goes bankrupt, what will happen to its shareholders, bond investors, and customers?  Key takeaways on ensuring financial account safety in today’s environment. 

Life Insurance 101

How do I compare different life insurance products? What type of insurance is suitable for me? How much coverage do I need? Shall I purchase term insurance from my employer or from external agents?

Estate Planning Seminar II: How to pass assets to your loved ones in a tax-efficient manner

Key elements in estate planning: will, trusts, power of attorney, health care proxy, and beneficiary designation Strategies to potentially avoid probate / protects privacy / potentially avoid estate tax Overview of popular trust setups and concepts Advanced gifting strategies and wealth transfer tools/vehicles Sophisticated wealth transfer strategies for non-US Citizens

Estate Planning Seminar I: How to protect your loved ones financially when you are not around

Asset protection strategies and beneficiary designation rules Living trust, irrevocable trust, insurance, any other planning vehicles Strategies to potentially avoid probate / protects privacy / potentially avoid estate tax Common mistakes & case studies

529 Plan, College Savings and Education Planning

Basic concept and tax benefit of a 529 plan How to choose a 529 plan Advanced Gifting & Estate Planning with 529 Overlooked 529 funding strategies/rules

Preventing Tax-Return Errors With Stock Comp And Stock Sales

• Common tax-return mistakes for RSU and stock option holders • Avoiding double-counting of W-2 income from options, restricted stock/RSUs, and dividends • Blunders to avoid in ISO tax-return reporting after a disqualifying disposition or when the AMT is triggered • Ensuring any AMT credit from past ISO exercises is used (and what to do if it isn't) • Tax return review case study • Preventing painful tax-return mistakes with sell-to-cover exercises and RSU share withholding • Tips for best ways to handle extensions and estimated taxes • Stock compensation valuation, risk, and opportunity cost analysis • Tax optimization strategies

Individual Retirement Account (IRA) Tax Optimization Strategies

Types of IRA The different tax impacts of each IRA plan Strategies for best utilizing IRA plans with tax efficiency

401(k) plan’s tax optimization strategies

Different types of 401(k) plans, e.g., Pre-tax, Roth, After-tax The tax treatment and optimization strategies of different 401K plans Mega-backdoor 401k and related tax forms 401k conversion, rollover and recharacterization How do you make the most out of your 401(k) plan

2023 Mid-year Economic and Market Outlook

What have we experienced during the first half of the year? Monetary Policy, stock and bonds market and U.S. dollar Inverted Yield Curve, Banking crisis, AI hype and Mild Recession What to invest in the current and future environment

Bond Investment 101

Traditional 60/40 equity/bond asset allocation portfolio performance Risk and problem with bond ETF and bond mutual fund Difference between investing in individual bond vs bond ETF/fund The intricacies of bond investing Key considerations before you invest in bonds

Long Term Care 101

What is Long Term Care Insurance? What does Long Term Care insurance cover? Who needs Long Term Care insurance? Different Long Term Care solutions Key considerations in comparing Long Term Care policies Washington state mandated Long Term Care case study California state mandated Long Term Care legislative update

Asset Protection, Risk Mitigation, and Conservative Investment

Why asset protection is crucial and common threats to assets Asset protection options and strategies How do we evaluate risk and different risk types Risk mitigation techniques Types of conservative investment options

Annuity 101

Available retirement income options Different annuity products comparison Pros and Cons of annuities How do I choose a suitable annuity for myself Considerations and questions you should ask before annuity purchase

Long Term Care 101

- What is Long Term Care Insurance? What does Long Term Care insurance cover? - Who needs Long Term Care insurance? - Different Long Term Care solutions - Key considerations in comparing Long Term Care policies - Washington state mandated Long Term Care case study - California state mandated Long Term Care legislative update

Life Insurance 101

How do I compare different life insurance products? What type of insurance is suitable for me? How much coverage amount do I need? Shall I purchase term insurance from my employer or from external agents?

Estate Planning Seminar II: How To Pass Assets To Your Loved Ones In A Tax-Efficient Manner When You’re Not Around

Key elements in estate planning: will, trusts, power of attorney, health care proxy, and beneficiary designation. Strategies to avoid probate / protects privacy / avoid estate tax. Overview of popular trust setups and concepts. Advanced gifting strategies and wealth transfer tools/vehicles. Sophisticated wealth transfer strategies for non-US Citizens.

Estate Planning Seminar I: How To Protect Your Loved Ones Financially When You Are Not Around

Asset protection strategies and beneficiary designation rules Living trust, irrevocable trust, insurance, any other planning vehicles Strategies to avoid probate / protects privacy / avoid estate tax Common mistakes & case studies

529 Plan, College Savings And Education Planning

Basic concept and tax benefit of a 529 plan. How to choose a 529 plan. Advanced Gifting & Estate Planning with 529. Overlooked 529 funding strategies/rules.

Personal Finance 101

- When I am in my 30s / 40s/ 50s, what are key financial decisions / strategies that I should consider? - How should I do asset allocation for my family? - What tax optimization strategies can I adopt? - Shall I just DYI or talk to a financial advisory?

Concentrated Wealth & Taxable gains planning strategy

- Defining concentrated wealth - The problem of having concentrated wealth - Planning strategies for concentrated wealth

Deep Dive of Google Benefit Plan

- Google retirement plan. Mega backdoor Roth - Group life & disability insurance - Stock compensations, GSU, tax ramifications - Hedging strategies for concentrated stock position - Estate Planning and strategies

Individual Retirement Account (IRA) Tax Optimization Strategies

Types of IRA The different tax impacts of each IRA plan Strategies for best utilizing IRA plans with tax efficiency

401(k) plan’s tax optimization strategies

Different types of 401(k) plans, e.g., Pre-tax, Roth, After-tax  The tax treatment and optimization strategies of different 401K plans  Mega-backdoor 401k and related tax forms  401k conversion, rollover and recharacterization  How do you make the most out of your 401(k) plan 

Long Term Care 101

- What is Long Term Care Insurance? What does Long Term Care insurance cover? - Who needs Long Term Care insurance? - Different Long Term Care solutions - Key considerations in comparing Long Term Care policies - Washington state mandated Long Term Care case study

Annuity 101

- Available retirement income options - Pros and Cons of annuities - How do I choose a suitable annuity for myself - Considerations and questions you should ask before annuity purchase

Concentrated Wealth & Taxable Gain Planning Strategies

- Definition of concentrated wealth - The problem of concentrated wealth - Tax planning strategies for concentrated wealth

Common tax mistakes when you DIY (or use Turbo Tax)

Backdoor Roth/Mega Backdoor Roth and 8606 filing   Estimated tax payment strategy to avoid penalties and interest   Rental loss and depreciation recapture when selling rental properties   Equity compensation vesting, selling, reporting and tax optimization strategies   Investment income reporting and filing   Common mistakes for business owner, such as missing QBI, K1 filing, and expense claim 

Tax planning strategies during market declines

How do I find the right CPA for myself (or my firm)?

Ensuring financial account safety: FDIC and SIPC explained

What is FDIC insurance, and how can it protect me? What is SIPC insurance, and how can it protect me? What is the coverage limit for FDIC and SIPC insurance? When Lehman Brothers went under, what happened to its equity investors (shareholders), bond investors, and customers? Key takeaways on ensuring financial account safety in today’s environment.

The top tax myths (and what happens when you believe them)

Common tax mistakes when you DIY (or use Turbo Tax)

Investment Tax Consideration and Strategies

Investment tax and planning opportunities for high income families Investment vehicles with favorable tax treatment Common mistakes in investment tax reporting and filing

Tax Planning Strategies for Business Owners

Typical tax planning areas for business owners Impact from state mandated retirement plan and TCJA tax law sunset Tax strategies that can be adopted at different business life cycles

Preventing Tax-Return Errors With Stock Comp And Stock Sales

Common tax-return mistakes for RSU and stock option Tax return review case study Stock compensation valuation, risk, and opportunity cost analysis Tax optimization strategies

Getting ready for 2023 tax season: What’s new and what to consider?

What’s new for 2023 tax season? How does Biden tax reform going to impact me? Most common mistake in tax filing 2022 is in the past, what can I do now to save 2022 tax?

SECURE Act 2.0, What you need to know

529 Plan, College Savings And Education Planning

Economic Outlook 2023

Inflation has peaked but is still high; Fed continues to raise rate; Upcoming recession is on the table. What are we expecting in 2023? What can we invest in with the current and future environment?

Bond Investment 101

60/40 equity/bond asset allocation performance; Why we don’t recommend bond fund; Terminologies in bond investing, e.g., yield to maturity; Key considerations to invest in bond

What You Should Do Before 12/31 to Save Tax

12/31 is right around the corner. If you are looking for a last kick to your tax planning before 2022 ends, this is the webinar you should listen. By covering various year-end tax saving strategies for your retirement plans, company benefits and investment accounts, we hope you will complete your year without regret.

Small Business Owner Benefit Seminar

Topics covered include: Company Tax Saving & Benefit, Business Protection and Succession Plan, Business Owner’s Asset Protection

Retirement Plans – 2022 Annual Review & 2023 Projections

Zhihua Liu, the president of LIU Actuarial Consulting Services, Inc. is going to discuss the following topics: 2022 and 2023 Retirement Plan Annual Limits; How Does the Current Economic Environment Impact My Plans; What to Look for as a Plan Sponsor; State Mandated Retirement Plans

Stockholder Event: BREIT’s Positioning in an Inflationary Environment

Join us for an upcoming stockholder event with Jon Gray, Blackstone President and COO, and Nadeem Meghji, Head of Real Estate Americas. Disclaimer: this event is held by Blackstone and it is open to the public. 

Bond Investment 101

We are hosting an online seminar on bond investment 101 under today’s volatile market.

Life Insurance Seminar

We will host an online seminar on how to use life insurance to protect yourself and your loved ones. Please use the link for registration.

Estate Planning Seminar II: How to pass assets to your loved ones in a tax-efficient manner when you’re not around

Topics covered include: Key elements in estate planning: will, trusts, power of attorney, health care proxy, and beneficiary designation; Strategies to avoid probate / protects privacy / avoid estate tax; Overview of popular trust setups and concepts; Advanced gifting strategies and wealth transfer tools/vehicles; Sophisticated wealth transfer strategies for non-US Citizens

Estate Planning Seminar I: How to protect your loved ones financially when you are not around

Topics covered include: Asset protection strategies and beneficiary designation rules; Living trust, irrevocable trust, insurance, any other planning vehicles; Strategies to avoid probate / protects privacy / avoid estate tax; Common mistakes & case studies

Inflation Reduction Act (IRA) Seminar

Topics covered include: What is in the IRA? Who will be affected by the bill? Tax implications on individuals; Is IRA going to achieve its goal?

Inflation Reduction Act (IRA) Seminar

On August 16th, 2022, Biden’s tax reform has been officially signed into law, which is named Inflation Reduction Act (IRA). We would like to invite you with us to examine the details and the impact of this bill in a webinar this week.

529 plan, College Savings and Education planning

Basic concept and tax benefit of a 529 plan; How to choose a 529 plan; Advanced Gifting & Estate Planning with 529; Overlooked 529 funding strategies/rules

Annuity Webinar

Topics covered include: Available retirement plan options; Pros and Cons of annuities; Who is suitable for annuities; Considerations before Annuity purchase

Investment Tax Consideration and Strategies webinar

Topics covered include: Investment tax and planning opportunities for high income families; Investment vehicles with favorable tax treatment; Common mistakes in investment tax reporting and filing.

Individual Retirement Account (IRA) tax optimization strategies

Topics covered include: Types of IRA; The different tax impacts of each IRA plan; Strategies for best utilizing IRA plans with tax efficiency

401(k) Plan’s Tax Optimization Strategies

Topics covered include: Types of 401(k) plans; The different tax impacts of each 401K plan; Strategies for best utilizing 401(k) plans with tax efficiency

Tax Planning Strategies during Market Declines

Investment Tax Overview; Tax loss harvesting; Reduce concentrated stock positions; Roth IRA conversion; 529 super funding; Life insurance over funding; Gifting

2022 Mid-Year Economic & Market Outlook

Inflation is high  Yields are still low  Purchasing power is diminished as real rates are negative ; Will interest rate continue to rise?  Will equity market continue to tank?  * The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

US Real Estate Market Outlook and Real Estate Offerings at Starwood

A Webinar on US real estate market outlook and real estate offerings at Starwood.  * Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained. * Starwood REIT Advisors, LLC is not affiliated with LPL Financial and Taurus Financial.

Investment Tax Consideration and Strategies

Investment tax and planning opportunities for high income families; Investment vehicles with favorable tax treatment; Common mistakes in investment tax reporting and filing

Business Owner Tax Consideration/Planning

Typical tax planning areas for business owners; Impact from state mandated retirement plan and 2026 TCJA tax law sunset; Tax strategies that can be adopted at different business life cycles

IRA Seminar

Types of IRA; The different tax impacts of each IRA; Strategies for best utilizing IRAs with tax efficiency

401(k) Seminar

Types of 401(k) plans; The different tax impacts of each 401(k) plan; Strategies for best utilizing 401(k) plans with tax efficiency

US real estate market outlook and Blackstone Real Estate Income Trust

US real estate market outlook and Blackstone Real Estate Income Trust

529 Plan Seminar

Topics: Basic concept and tax benefit of a 529 plan; How to choose a 529 plan; Advanced Gifting & Estate Planning with 529; Overlooked 529 funding strategies/rules

Long Term Care Insurance

Topics: What is Long Term Care insurance? What does Long Term Care insurance cover? Who need Long Term Care insurance? Different Long Term Care solutions and Key considerations in comparing Long Term Care policies

US real estate market outlook and Blackstone Real Estate Income Trust

US real estate market outlook and Blackstone Real Estate Income Trust

Investing in A Rising Rate Environment

After more than a decade of historically low or falling interest rates, today’s rising rate environment may be unfamiliar to many investors. Indeed, many of the fixed income and equity investment strategies that worked so well during a sustained bull market may not be as effective. That’s why we believe investors need a new playbook to help them identify solutions as interest rates begin to climb.

How to prevent Tax-return errors with equity comp and equity sales

Topics include Common Tax-Return Mistakes for RSU and Stock Option; Tax Return Review Case Study; Stock Compensation Valuation, Risk, and Opportunity Cost Analysis; Tax Optimization Strategies - Risk Mitigation and Hedging Solutions

How to navigate volatile markets in 2022 and how do institutions hedge risk? Fireside chat with Esther Yang

Topics includes: How do institution investors hedge risk? What hedging vehicles are used by institutions? Current inflationary and geopolitical pressures and their impact on the structure of investment portfolios over the short-term, medium-term, and long-term; Key takeaways for building more resilient portfolios

Estate planning seminar II: How to pass assets to your loved ones in a tax-efficient manner when you are not around

Topics include Key elements in estate planning: will, trusts, power of attorney, health care proxy, and beneficiary designation; Strategies to avoid probate / protects privacy / avoid estate tax; Overview of popular trust setups and concepts; Advanced gifting strategies and wealth transfer tools/vehicles; Sophisticated wealth transfer strategies for non-US Citizens

Estate planning seminar I: How to protect your loved ones financially when you are not around

Topics include Asset protection strategies and beneficiary designation rules, living trust, irrevocable trust, insurance, any other planning vehicles, Strategies to avoid probate / protects privacy / avoid estate tax, Common mistakes & case studies

529 plan, College savings and Education planning

Topics included: Basic concept and tax benefit of a 529 plan; How to choose a 529 plan; Advanced Gifting & Estate Planning with 529; Overlooked 529 funding strategies/rules

Life Insurance seminar

Topics include: How do I compare different life insurance products? What type of insurance is suitable for me? How much coverage amount do I need? Shall I purchase term insurance from my employer or from external agents?

How to Protect Your Loved Ones Financially When You Are Not Around

Topics covered include: Asset protection strategies and beneficiary designation rules, Living trust, irrevocable trust, insurance, any other planning vehicles, Strategies to avoid probate / protects privacy / avoid estate tax, Common mistakes & case studies

Preventing Tax-Return Errors with stock comp and stock sales

Topics include: Common Tax-Return Mistakes for RSU and Stock Option, Tax Return Review Case Study, Stock Compensation Valuation, Risk, and Opportunity Cost Analysis, Tax Optimization Strategies, Risk Mitigation and Hedging Solutions.

IRA seminar

Topics include: Types of IRA, Backdoor IRA and Mega Backdoor IRA, IRA related tax reporting

401(k) Plan Seminar for Employees

Topics covered include: 401k plan basics, Different tax impacts of each 401K plan, Strategies for utilizing 401K plans with tax efficiency