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* This event will be held in Chinese with bilingual presentation slides.
* 此讲座语言为中文,幻灯片为中英双语。


The United States has the largest, most diverse economy, and a blooming financial market in the world. Investing and doing business in the US are quite popular among overseas business and wealthy people. The US government's current foreign investment policy is "neutrality with encouragement", which has provided an excellent and open investment environment. Nevertheless, the US tax system is undoubtedly one of the most complicated tax systems in the world. It can pose a trap for the unwary and reward those who plan ahead. Meanwhile, nowadays more and more Chinese people are willing to immigrate to the US. Same as investment, after immigration they will encounter a complicated US tax system and even gift/estate taxes which they have never met before.

Therefore, it is extremely important for the investors or immigrants to understand the tax environment, and do a full-scale tax planning beforehand. This time, the tax professionals from Deloitte will provide us with an in-depth analysis of the tax implications on US investment and immigration.

In recent years, China has become the dominant source country for immigrant investors applying under the US EB-5 program. However, with high profile cases of fraud in the media, stricter securities compliance regulations and excessively long visa processing times, Chinese investors are not fully informed of the risks and challenges related to their project investment and immigration application. Through case examples, immigration professionals from Full Trust will cover important points to protect your interests when investing and applying under the EB-5 program. We will also discuss the L1 Visa pathway as an alternative investment and immigration strategy.

美国是当前世界最大的经济体,有着最多样化的经济结构和发达的资本市场,一直以来吸引着广大的海外投资者到美国投资、经商。目前美国对于境外投资者的政策是鼓励并保持中立,这也为投资者创造了良好、开放的投资环境。但是,美国税制无疑是全球最复杂的税制之一。对于未做好准备的投资人,它或许会构成陷阱,而未雨绸缪则可以从中获益。随着中国投资人在美国进行的海外投资,也有越来越多的中国人已经或将要移民美国。和投资一样,在移民美国之后面对的是复杂的美国税制以及前所未有的遗产税和赠与税问题。

因此,在投资或移民前对相关税务环境的掌握以及提前进行整体筹划的必要性不言而喻。德勤的税务专家将对个人在美国的证券投资、基金投资、房地产投资以及移民的相关税务问题进行深度解析。

近年来,中国已经成为美国最大的投资移民输出国。但是媒体却时有曝光一些EB5的项目失败以及排期不断加长,许多中国投资人在没有被告知风险或者掩盖风险的宣传下进行了投资。结合一些失败案例的分析,丰诚嘉益的移民专家将给予投资人一些建议和投资注意事项,教给大家如何保护自己。同时,由于EB5排期的过长,我们也会对L1签证的申请以及如何从L1过渡到绿卡给出专业意见。

Agenda

9:00 AM - 9:30 AM
Registration
9:30 AM - 10:10 AM
Presentation - Pre-immigration US tax planning
10:10 AM - 10:50 AM
Presentation - Tax considerations on investments in the US
10:50 AM - 11:10 AM
Presentation - Stay clear of some traps in US EB-5 program and alternative strategy
11:10 AM - 11:30 AM
Q&A

Speakers

  • Rebecca Wang (Director at Tax and Business Advisory Services Department of Deloitte)

    Rebecca Wang

    Director at Tax and Business Advisory Services Department of Deloitte

    Rebecca Wang is a Director at Tax and Business Advisory Services Department of Deloitte’s Beijing office. She has more than 16 years of experience in the tax profession specialized in providing China and US individual income tax services to multinational companies, state owned enterprises, private owned companies, law firms and individuals. With international working experiences in China, Belgium and United States since 2000, Rebecca has extensive experience in inbound and outbound international assignment structuring, global compensation and benefits structuring, equity incentives consulting, individual income tax compliance and consulting for high net-worth individuals.

    Rebecca is an Enrolled Agent with the IRS and speaks frequently in various events.

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  • Xiuyu Yang (Founder and Managing Director of Full Trust Consulting)

    Xiuyu Yang

    Founder and Managing Director of Full Trust Consulting

    Ms.YANG Xiuyu is Founder and Managing Director of Full Trust Consulting Co., a boutique investment and immigration consultancy that advises high net worth individuals on options for permanent residence and citizenship in foreign jurisdictions.

    She specializes in business immigration to North America and Europe, helping successful investors and entrepreneurs understand the risks, benefits, and requirements of various immigration programs.

    With a rich understanding of the US EB-5 and L1, she has successfully helped many families qualify for their immigration visas.

    A graduate of Capital Normal University with corporate level experience in property investment and tourism, she has lived and worked in China, Canada and New Zealand. She is a Regulated Canadian Immigration Consultants and holds a Certificate in Immigration: Laws, Policies and Procedures from the University of British Columbia.

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  • Tony Zhu (Manager at Tax and Business Advisory Services Department at Deloitte)

    Tony Zhu

    Manager at Tax and Business Advisory Services Department at Deloitte

    Tony is a Tax Manager in the US tax practice of Deloitte Beijing office with over 8 years of international tax, expatriate tax, and related consulting experience. Tony has extensive experience with respect to individual’s pre-immigration tax planning, outbound investment and high net worth family’s international tax planning and wealth management.

    Tony received Bachelor degree from China Foreign Affairs University.

    He is a member of AICPA and an Enrolled Agent of U.S. Internal Revenue Service.

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Tickets

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