「在美生活：法律 丶财务」联合讲座 “Life in America: Taking
Care of Your Legal and Financial Matters”
o 2012年10月28日
o 下午 1:00 到下午 5:00
•
“Crossing Art” Art Gallery (Queens Crossing Building, Ground Floor,
136-17 39th Avenue, Flushing, NY 11354)
•
1. 有什麽不同的方式可以申请“绿卡”？
What are the Different Ways to apply for your "Green Card"?
2. 什么是您申请“绿卡”最好的方式？
What is the best way to obtain “green card” for you?
3. 为什么每个人都应该设立自己的公司？
Why should everyone set up one’s own company?
4. 什么类型的公司适合您？
What type of company suits you?
5. 新移民会面临什麽税务问题？
What are the major tax issues facing Chinese immigrants?
6. 海外资产，收入，以及馈赠会有什麽税务后果？
What are the tax effects of foreign income, assets or gifts?
7. 我如何受益于财务策划?
What is financial planning and how does it benefit me?
8. 我如何选择低风险低税务的投资？
What asset can I own that is tax efficient with low risk?
9. 如何帮(新生)儿女保护资产?
What should I do to secure my children’s financial future?
10. 将来返乡养老未必划算，如何营造在美退休生活?
How can I lead a good-quality retirement life?
为提供民众更好的社区教育服务，六位专业精英同聚一堂举办免费的联合华语讲座为您
回答这些问题。讲座主题为移民法丶公司法丶资产保护法规丶财务规划及税务规划等，
让民众在一个下午获得从移民申请到在美长期理财各重要环节的法规和策略资讯。
To answer these, questions, a group of established attorneys, CPAs, and
financial advisors are organizing a joint seminar, conducted in Mandarin and
English, to provide the Chinese-speaking New Yorkers a high-end experience
on an autumn afternoon. Through this 4-hour long seminar, the audience will
learn about critical information on immigration, wealth management, asset
protection, cross-nation tax issues and corporate law.
_________________________________________________
免费讲座报名方式
Free Admission—RSVP via Facebook or phone
Tel: (347) 688-6006; Email: info@premiertaxinc.com
_________________________________________________
Speakers’ Bios:
Tao Lin, Attorney at Law 林志涛律师为林志涛联合律师事务所执行律师，具有移民
与国际交易方面之专长。1998年加入黎保利与凯萨律师事务所，并于2004年至2009年担
任合夥人与移民部门之主管。林律师取得纽约州律师执照与康乃狄克州律师执照， 亦
是美国移民律师协会会员，与纽约市律师协会移民事务委员会之委员。林律师毕业于美
国加州大学洛杉矶分校及匹兹堡 大学法学院. Mr. Lin is the Managing Attorney of
T. Lin & Associate and practices in the areas of immigration and
international transactions. He received his college degree from UCLA and his
J.D. from the University of Pittsburgh Law School. After graduation, he
worked for a non-profit organization before joining Caesar & Napoli in 1998,
where he was a partner and the head of immigration from 2004 to 2009. He is
a member of the American Immigration Lawyers Association and a panel member
of the Immigration Panel of the Association of the Bar of City of New York.
Shiyong (Shaun) Ye, Attorney at Law 叶世雍律师乃鋭泽律师事务所合夥人，叶律师
提供关于一般公司法丶美国证监会申报丶美国环保局注册丶公司并购丶以及一般商务诉
讼的法律服务和谘询。他的客户包括贸易公司丶制造企业丶电网公司丶发电厂丶油气公
司，矿业公司丶碳基金丶碳抵消提供商丶制造公司丶以及企业联盟。加入鋭泽律师事务
所前，叶律师曾在金杜律师事务所（北京）丶芝加哥气候交易所丶美国环保局丶克龙罗
斯科律师事务所丶以及莫 里弗兰克律师事务所工作。Shiyong Ye is a partner of
Reid & Wise, LLC. He advises a range of clients on corporate law matters.
His clients include power trading companies, manufacturers, grids, electric
generation, oil and gas, mineral exploration companies, carbon funds, offset
providers, manufacturers, and industry coalitions. He has handled general
corporate matters, SEC filings, EPA registration, mergers and acquisitions,
and general commercial litigation. Before joining Reid & Wise, LLC, Shiyong
has worked at King & Wood Law Firm (Beijing), Chicago Climate Exchange, US
Environmental Protection Agency, Crone & Rozynko LLP, and Murray Frank LLP.
Ryan Guorong Zhang, C.P.A. 张国荣注册会计师是纽约卓越税务的创办人，他过去任
职于全球四大会计师事务所之一的Deloitte德勤纽约分公司，服务顶级私人客户，包括
大型私募基金公司和财富50大公司的控股股东，为高资产客户处理复杂财务，并提供税
务规划丶投资理财谘询。张会计师也曾主笔世界周刊的税务专栏，深受侨胞们的欢迎。
张会计师毕业于伊利诺伊大学香槟分校，持有纽约州丶新泽西丶加州及中国的注册会计
师执 照，熟悉中美两国的税法法规。Mr. Ryan Guorong Zhang is the founder of
Premier Tax Inc, located in New York City. The corporate vision of Premier
Tax Inc is to enable clients to maximize tax savings and build long term
wealth through intelligent tax, accounting and financial management services
. Mr. Zhang’s professional achievements include an exemplary track record
at the Private Client Advisor Group of Deloitte's New York office, where he
handled advanced global tax issues and provided investment/wealth
consultancy for private equity firms and super high net worth individuals.
Mr. Zhang is also a tax advisor columnist for World Journal Weekly, which
has the largest Chinese newspaper circulation in North America. Mr. Zhang
graduated with a M.S. in Accounting from renowned University of Illinois at
Urbana-Champaign. He is a C.P.A. in New York, New Jersey, California, and
China.
Benjamin W. Deng, M.B.A. 邓伟斌先生服务于西北相互人寿保险公司，专为企业及高
资产个人和家庭提供长期的理财分析和规划。这些服务包含了多元化投资组合丶投资避
险丶风险转移丶员工福利组合设计，以及遗产规划策略。加入西北人寿之前，邓先生任
美林(Merrill Lynch)集团的理财顾问，提供私人客户高额投资的规划 服务。Mr. Deng
has built a successful financial advisory practice at Northwestern Mutual's
flagship office in New York City since 2006. He works exclusively with
highly successful business owners, executive directors and managing
directors of major investment banks and hedge funds to develop customized
tax advantaged strategies to help grow, protect, preserve and transfer their
wealth. He is also well known for his expertise in investment strategies
and estate planning for wealthy Chinese Americans.
Prior to Northwestern Mutual, Mr. Deng was a Financial Advisor at Merrill
Lynch's Global Private Client Group advising high net worth clients on
various tax efficient investment strategies and managing a sizable
investment portfolio for clients.
Jessica Y. Wong, CPA 黄榕注册会计师服务于西北相互人寿保险公司，协助个人丶家
庭和企业人士建立安稳的财务未来。加入西北人寿之前，黄榕于摩根士丹利美邦财富管
理公司担任财务顾问，且有十年时间为全美第五大会计事务所McGladrey & Pullen,
LLP之合夥会计师。她志于提供长期丶贴切的服务。黄榕毕业于宾州大学华顿商学院会
计系，为美国注册会计师学会会员丶拥有纽约州注册会计师执照。
Prior to joining Northwestern Mutual, Ms. Wong was a financial advisor at
Morgan Stanley Smith Barney’s Wealth Management Company for three years
managing a sizeable investment portfolio and a partner at the fifth largest
public accounting firm, McGladrey & Pullen, LLP for ten years. Ms. Wong
works with individuals, families and business owners to help protect and
provide for a more secured financial future. Her mission is to build a long-
lasting relationship with unmatched personal service.
Ms. Wong received her Bachelor of Science degree from the University of
Pennsylvania in Accounting and Strategic Management. She is a member of the
American Institute of Certified Public Accountants (AICPA), Wharton Alumni
Association and a licensed CPA in New York State.
Kimvalrie S. Neal (Shao-wen Wang), Attorney at Law 王劭文律师提供资产保护和
传承规划服务，她的主要客户为中产及高资产家庭，王劭文坚持全程个人化的律师服务
，协助客户安保资产和全家生活品质。王劭文曾任职于专长资产传承的爱庭爵律师楼，
她毕业于台湾大学法律系丶纽约大学公共服务学院丶哥伦比亚大学法学院。
Ms. Neal concentrates on asset protection and estate planning. Realizing
that health and wealth issues go hand in hand, she offers families and
individuals legal advice and tools in the realms of elder law, and tax,
asset and health management. She also writes well-received Chinese newspaper
columns to educate the Chinese American community in New York State on
those issues. Ms. Neal is committed to personalized legal service to her
clients.
After receiving her LL.B. from National Taiwan University, Ms. Neal
collaborated with leading international organizations on children’s rights
and health issues. Later, she received her M.P.A. in Health Policy and
Management from New York University and her LL.M. from Columbia Law School.
______________________________________
讲座并得到西北相互人寿保险公司(Northwestern Mutual) 的赞助，西北人寿是美国着
名的金融服务公司，主要提供投资谘询服务和各种保险业务，首重保险人利益，为客户
提供优质的服务，并助他们增加资产。西北人寿注意到这场联合讲座对纽约华人社区，
具有里程碑的意义，因此特别加以赞助。This event is sponsored by The Russo
Group LLC of Northwestern Mutual. Northwestern Mutual enjoys a prestigious
reputation in the field of financial services. It is devoted to high quality
service and helping its clients protect and manage their wealth.
Recognizing the significant meaning of this joint seminar to Chinese-
speaking New Yorkers, the company is proud to be its main sponsor.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life
Insurance Company, Milwaukee, WI (NM) and its subsidiaries. Benjamin W. Deng
and Jessica Y. Wong are Insurance Agents of NM (life insurance, annuities
and disability income insurance) and Northwestern Long Term Care Insurance
Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Both
are Registered Representatives of Northwestern Mutual Investment Services
LLC (NMIS), a wholly-owned company of NM, broker-dealer, registered
investment adviser and member FINRA and SIPC. Benjamin Deng is also an
Investment Adviser Representative of NMIS.
Jessica Y. Wong is a Representative of Northwestern Mutual Wealth Management
Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited
purpose federal savings bank. All WMC products and services are offered
only by properly credentialed Representatives who operate from agency
offices of WMC.
Tao Lin, Shiyong (Shaun) Ye, Kimvalrie S. Neal (Shao-wen Wang), Attorneys at
Law, and Ryan Guorong Zhang, C.P.A., are not affiliated with Northwestern
Mutual and the views expressed by Tao Lin, Shiyong Ye, and Kimvalrie S. Neal
, Attorneys at Law, and Ryan Guorong Zhang do not necessarily represent
those of Northwestern Mutual or its subsidiaries.
Care of Your Legal and Financial Matters”
o 2012年10月28日
o 下午 1:00 到下午 5:00
•
“Crossing Art” Art Gallery (Queens Crossing Building, Ground Floor,
136-17 39th Avenue, Flushing, NY 11354)
•
1. 有什麽不同的方式可以申请“绿卡”？
What are the Different Ways to apply for your "Green Card"?
2. 什么是您申请“绿卡”最好的方式？
What is the best way to obtain “green card” for you?
3. 为什么每个人都应该设立自己的公司？
Why should everyone set up one’s own company?
4. 什么类型的公司适合您？
What type of company suits you?
5. 新移民会面临什麽税务问题？
What are the major tax issues facing Chinese immigrants?
6. 海外资产，收入，以及馈赠会有什麽税务后果？
What are the tax effects of foreign income, assets or gifts?
7. 我如何受益于财务策划?
What is financial planning and how does it benefit me?
8. 我如何选择低风险低税务的投资？
What asset can I own that is tax efficient with low risk?
9. 如何帮(新生)儿女保护资产?
What should I do to secure my children’s financial future?
10. 将来返乡养老未必划算，如何营造在美退休生活?
How can I lead a good-quality retirement life?
为提供民众更好的社区教育服务，六位专业精英同聚一堂举办免费的联合华语讲座为您
回答这些问题。讲座主题为移民法丶公司法丶资产保护法规丶财务规划及税务规划等，
让民众在一个下午获得从移民申请到在美长期理财各重要环节的法规和策略资讯。
To answer these, questions, a group of established attorneys, CPAs, and
financial advisors are organizing a joint seminar, conducted in Mandarin and
English, to provide the Chinese-speaking New Yorkers a high-end experience
on an autumn afternoon. Through this 4-hour long seminar, the audience will
learn about critical information on immigration, wealth management, asset
protection, cross-nation tax issues and corporate law.
_________________________________________________
免费讲座报名方式
Free Admission—RSVP via Facebook or phone
Tel: (347) 688-6006; Email: info@premiertaxinc.com
_________________________________________________
Speakers’ Bios:
Tao Lin, Attorney at Law 林志涛律师为林志涛联合律师事务所执行律师，具有移民
与国际交易方面之专长。1998年加入黎保利与凯萨律师事务所，并于2004年至2009年担
任合夥人与移民部门之主管。林律师取得纽约州律师执照与康乃狄克州律师执照， 亦
是美国移民律师协会会员，与纽约市律师协会移民事务委员会之委员。林律师毕业于美
国加州大学洛杉矶分校及匹兹堡 大学法学院. Mr. Lin is the Managing Attorney of
T. Lin & Associate and practices in the areas of immigration and
international transactions. He received his college degree from UCLA and his
J.D. from the University of Pittsburgh Law School. After graduation, he
worked for a non-profit organization before joining Caesar & Napoli in 1998,
where he was a partner and the head of immigration from 2004 to 2009. He is
a member of the American Immigration Lawyers Association and a panel member
of the Immigration Panel of the Association of the Bar of City of New York.
Shiyong (Shaun) Ye, Attorney at Law 叶世雍律师乃鋭泽律师事务所合夥人，叶律师
提供关于一般公司法丶美国证监会申报丶美国环保局注册丶公司并购丶以及一般商务诉
讼的法律服务和谘询。他的客户包括贸易公司丶制造企业丶电网公司丶发电厂丶油气公
司，矿业公司丶碳基金丶碳抵消提供商丶制造公司丶以及企业联盟。加入鋭泽律师事务
所前，叶律师曾在金杜律师事务所（北京）丶芝加哥气候交易所丶美国环保局丶克龙罗
斯科律师事务所丶以及莫 里弗兰克律师事务所工作。Shiyong Ye is a partner of
Reid & Wise, LLC. He advises a range of clients on corporate law matters.
His clients include power trading companies, manufacturers, grids, electric
generation, oil and gas, mineral exploration companies, carbon funds, offset
providers, manufacturers, and industry coalitions. He has handled general
corporate matters, SEC filings, EPA registration, mergers and acquisitions,
and general commercial litigation. Before joining Reid & Wise, LLC, Shiyong
has worked at King & Wood Law Firm (Beijing), Chicago Climate Exchange, US
Environmental Protection Agency, Crone & Rozynko LLP, and Murray Frank LLP.
Ryan Guorong Zhang, C.P.A. 张国荣注册会计师是纽约卓越税务的创办人，他过去任
职于全球四大会计师事务所之一的Deloitte德勤纽约分公司，服务顶级私人客户，包括
大型私募基金公司和财富50大公司的控股股东，为高资产客户处理复杂财务，并提供税
务规划丶投资理财谘询。张会计师也曾主笔世界周刊的税务专栏，深受侨胞们的欢迎。
张会计师毕业于伊利诺伊大学香槟分校，持有纽约州丶新泽西丶加州及中国的注册会计
师执 照，熟悉中美两国的税法法规。Mr. Ryan Guorong Zhang is the founder of
Premier Tax Inc, located in New York City. The corporate vision of Premier
Tax Inc is to enable clients to maximize tax savings and build long term
wealth through intelligent tax, accounting and financial management services
. Mr. Zhang’s professional achievements include an exemplary track record
at the Private Client Advisor Group of Deloitte's New York office, where he
handled advanced global tax issues and provided investment/wealth
consultancy for private equity firms and super high net worth individuals.
Mr. Zhang is also a tax advisor columnist for World Journal Weekly, which
has the largest Chinese newspaper circulation in North America. Mr. Zhang
graduated with a M.S. in Accounting from renowned University of Illinois at
Urbana-Champaign. He is a C.P.A. in New York, New Jersey, California, and
China.
Benjamin W. Deng, M.B.A. 邓伟斌先生服务于西北相互人寿保险公司，专为企业及高
资产个人和家庭提供长期的理财分析和规划。这些服务包含了多元化投资组合丶投资避
险丶风险转移丶员工福利组合设计，以及遗产规划策略。加入西北人寿之前，邓先生任
美林(Merrill Lynch)集团的理财顾问，提供私人客户高额投资的规划 服务。Mr. Deng
has built a successful financial advisory practice at Northwestern Mutual's
flagship office in New York City since 2006. He works exclusively with
highly successful business owners, executive directors and managing
directors of major investment banks and hedge funds to develop customized
tax advantaged strategies to help grow, protect, preserve and transfer their
wealth. He is also well known for his expertise in investment strategies
and estate planning for wealthy Chinese Americans.
Prior to Northwestern Mutual, Mr. Deng was a Financial Advisor at Merrill
Lynch's Global Private Client Group advising high net worth clients on
various tax efficient investment strategies and managing a sizable
investment portfolio for clients.
Jessica Y. Wong, CPA 黄榕注册会计师服务于西北相互人寿保险公司，协助个人丶家
庭和企业人士建立安稳的财务未来。加入西北人寿之前，黄榕于摩根士丹利美邦财富管
理公司担任财务顾问，且有十年时间为全美第五大会计事务所McGladrey & Pullen,
LLP之合夥会计师。她志于提供长期丶贴切的服务。黄榕毕业于宾州大学华顿商学院会
计系，为美国注册会计师学会会员丶拥有纽约州注册会计师执照。
Prior to joining Northwestern Mutual, Ms. Wong was a financial advisor at
Morgan Stanley Smith Barney’s Wealth Management Company for three years
managing a sizeable investment portfolio and a partner at the fifth largest
public accounting firm, McGladrey & Pullen, LLP for ten years. Ms. Wong
works with individuals, families and business owners to help protect and
provide for a more secured financial future. Her mission is to build a long-
lasting relationship with unmatched personal service.
Ms. Wong received her Bachelor of Science degree from the University of
Pennsylvania in Accounting and Strategic Management. She is a member of the
American Institute of Certified Public Accountants (AICPA), Wharton Alumni
Association and a licensed CPA in New York State.
Kimvalrie S. Neal (Shao-wen Wang), Attorney at Law 王劭文律师提供资产保护和
传承规划服务，她的主要客户为中产及高资产家庭，王劭文坚持全程个人化的律师服务
，协助客户安保资产和全家生活品质。王劭文曾任职于专长资产传承的爱庭爵律师楼，
她毕业于台湾大学法律系丶纽约大学公共服务学院丶哥伦比亚大学法学院。
Ms. Neal concentrates on asset protection and estate planning. Realizing
that health and wealth issues go hand in hand, she offers families and
individuals legal advice and tools in the realms of elder law, and tax,
asset and health management. She also writes well-received Chinese newspaper
columns to educate the Chinese American community in New York State on
those issues. Ms. Neal is committed to personalized legal service to her
clients.
After receiving her LL.B. from National Taiwan University, Ms. Neal
collaborated with leading international organizations on children’s rights
and health issues. Later, she received her M.P.A. in Health Policy and
Management from New York University and her LL.M. from Columbia Law School.
______________________________________
讲座并得到西北相互人寿保险公司(Northwestern Mutual) 的赞助，西北人寿是美国着
名的金融服务公司，主要提供投资谘询服务和各种保险业务，首重保险人利益，为客户
提供优质的服务，并助他们增加资产。西北人寿注意到这场联合讲座对纽约华人社区，
具有里程碑的意义，因此特别加以赞助。This event is sponsored by The Russo
Group LLC of Northwestern Mutual. Northwestern Mutual enjoys a prestigious
reputation in the field of financial services. It is devoted to high quality
service and helping its clients protect and manage their wealth.
Recognizing the significant meaning of this joint seminar to Chinese-
speaking New Yorkers, the company is proud to be its main sponsor.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life
Insurance Company, Milwaukee, WI (NM) and its subsidiaries. Benjamin W. Deng
and Jessica Y. Wong are Insurance Agents of NM (life insurance, annuities
and disability income insurance) and Northwestern Long Term Care Insurance
Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Both
are Registered Representatives of Northwestern Mutual Investment Services
LLC (NMIS), a wholly-owned company of NM, broker-dealer, registered
investment adviser and member FINRA and SIPC. Benjamin Deng is also an
Investment Adviser Representative of NMIS.
Jessica Y. Wong is a Representative of Northwestern Mutual Wealth Management
Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited
purpose federal savings bank. All WMC products and services are offered
only by properly credentialed Representatives who operate from agency
offices of WMC.
Tao Lin, Shiyong (Shaun) Ye, Kimvalrie S. Neal (Shao-wen Wang), Attorneys at
Law, and Ryan Guorong Zhang, C.P.A., are not affiliated with Northwestern
Mutual and the views expressed by Tao Lin, Shiyong Ye, and Kimvalrie S. Neal
, Attorneys at Law, and Ryan Guorong Zhang do not necessarily represent
those of Northwestern Mutual or its subsidiaries.
