China - US Wealth Tax Compliance – U.S. Tax Return Filing

日前,美国国税局宣布,2024年度的税务申报期间正式开始于24年1月29日,预计截止于24年4月15日。自2017年美国《减税与就业法案》公布("美国税改")以来,美国税制的调整,尤其是申报程序、要求的不断细化,为个人及公司的全球税务合规申报带来了挑战。已取得美国护照/绿卡的华人、或是经常居住地为中国的美国人,应当注意哪些税务问题?哪些收入应当进行美国税纳税申报?如何确保全球收入已合规、但未超额缴纳税款?


正值2024年的美国税纳税申报季,本次活动将介绍美国税制中的重要税种,并分享实用的申报注意事项,为个人及公司的全球财富税务合规事项提供有力支持。


Recently, the IRS announced that the tax filing period for FY2024 officially begins on January 29th, 2024 and is due on April 15th, 2024. Since the announcement of the US Tax Cuts and Jobs Act of 2017 ("US Tax Reform"), the adjustments to the US tax system, especially the continuous refinement of the filing procedures and requirements, have brought big challenges to individuals and companies for the global tax compliance. What tax issues should Chinese individuals with US passports or green cards, or US individuals with a permanent residence in China pay attention to? Which kind of income shall be filed in the US tax returns? How could you ensure that your global income tax is filed in compliance, but not over-taxed?


As the 2024 US tax filing season is in process, this event will introduce the important types of tax in the US and share practical filing points for attention, while providing professional support for individuals and companies in global wealth tax compliance issues.


活动详情:

  • 活动形式:线下
  • 线下地点:中国美国商会
  • 语言:中英文
  • 时间和日期:4月9日(周二),下午1点30 - 下午4点
  • 联系人:Ada Yang, ayang@amchamchina.org


Event Details:

  • Event format: In - person
  • Venue: AmCham Office
  • Language: Bilingual
  • Time & Date: 1:30 PM - 4:00 PM, April 9, 2024
  • Contact: Ada Yang, ayang@amchamchina.org


注意:

  • 活动需要线上注册,我们不接受现场注册。 请提前购票。 注册将于 4月8日(周一)下午 5:00 截止。
  • 活动开始前48小时之内不予退款。
  • 请务必使用您公司的电子邮件地址进行注册。


Notes:

  • Registration is required and due to limited capacity, we cannot accept registrations at the door. Please purchase your tickets in advance. Registration will close at 5:00 PM, April 9.
  • Tickets are non-refundable within 48 hours before the start of event.
  • Please make sure to register with your company email address.

Agenda

1:30 PM - 2:00 PM
签到 Registration
2:00 PM - 2:30 PM
美国税纳税申报U.S. Tax Return Filing
2:30 PM - 3:00 PM
Key US Tax Filing Considerations for US Corporations and High Net Worth Individuals美国企业及美国高净值人士的美国纳税申报重要考量
3:00 PM - 3:30 PM
Cross border Guardianship of Overseas Wealth - Family Trusts海外财富的跨境守护 - 家族信托
3:30 PM - 4:00 PM
Q&A and Free Discussion

Speakers

  • Ruby Jiang (Partner at Han Kun Law Offices LLP)

    Ruby Jiang

    Partner at Han Kun Law Offices LLP

    姜冬妮女士专长于税务咨询筹划业务,曾任四大会计师事务所合伙人,并曾任职于四大纽约国际税务中心。她拥有丰富的在中国和美国从事专业税务服务的经验,涉及投融资、海内外上市、高净值等领域。姜冬妮女士拥有中国注会、注税、法律三证合一,以及美国注册会计师纽约州执业资格;荣获国际税收评论,The Legal 500等奖项。
    Ms. Dongni Jiang specializes in tax advisory and planning. She was a tax partner in Big Four and worked in International Tax Center of Big Four in New York. She has extensive experience in tax advisory services in China and the United States involving areas such as investment and financing, IPOs, and high-net-worth individuals. Ms. Jiang obtained the following qualifications: PRC Bar Qualification, PRC CPA Qualification, PRC Tax Agent Qualification and US CPA New York State Qualification. She was awarded by International Tax Review, the Legal 500 and so on.

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  • Angela Feng (Partner at PwC 普华永道)

    Angela Feng

    Partner at PwC 普华永道

    冯烨女士于2012年加入普华永道,现任普华永道上海美国税务咨询组的合伙人。
    冯烨女士有十年以上的美国税务咨询经验,所服务的客户包括许多中国的跨国企业,私募基金,制造行业,以及美籍高净值人士等。
    冯烨女士的经验主要包括:为中国公司在美国的投资构建有效的税务架构并就相关税务影响提供建议;就美国交易对象开展税务尽职调查;为企业去美上市及美国企业来中国或香港上市的重组计划提供税务咨询服务;帮助私募基金进行美国税务合规,以及对私募基金被投公司的交易提供美国税务支持;为在华企业的美籍高净值创始人及高管提供税务合规及筹划服务。冯女士的经验还包括帮助客户处理美国企业的税务合规及纳税申报事宜,提供FATCA及CRS合规服务,审阅ASC740递延税款和不确定税务状况的相关问题。
    Angela is a partner of US Tax Consulting Group in PricewaterhouseCoopers Shanghai office. She joined US Tax Consulting Group in 2012.
    Relevant experience
    Angela has over 10 years of experience providing US tax advisory, compliance, and provision services to multinational and local clients in various industries including financial services, investment management, real estate, pharmaceuticals, e-commerce, technology, and manufacturing.
    Angela’s area of specialization include providing US tax consulting services to off-shore private equity and/or venture capital funds, and advising multinational clients on US tax issues related to their investment in the United States, including tax due diligence, structure design for cross-border mergers and acquisitions, exit plans, and other US and international tax issues arising from the life cycle of investments. She is also advising high-net-worth US individuals on the US tax issues related to their non-US businesses, and reviewing tax provision for annual audit and IPO.
    Angela has extensively involved in US tax compliance services including US federal and state tax return filings for corporations and partnerships as well as US information return filings for US individuals with respect to their investments. She is also experienced in FATCA and CRS compliance services.

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  • Joyce Zhao (Director, Head of Commercial,  Private Wealth China at Vistra China)

    Joyce Zhao

    Director, Head of Commercial, Private Wealth China at Vistra China

    赵秦⽟是瑞致达中国区董事,信托业务主管。她与海内外律师事务所,四⼤会计师事务所,
    财富管理公司,私人银行等机构合作,善于为超高净值人士的复杂需求提供咨询,在财富的
    存续中导航。她服务诸多超高净值客户与公司客户,在提供企业主跨境资产规划,财富保障传承,及企业境外上市信托服务方面,具备丰富经验。她曾供职于汇丰银行,任工商金融业务副总监。她还是复旦⼤学泛海国际金融学院、及上海交通⼤学高级金融学院外聘专家。
    Joyce is the Director, Head of Private Wealth Business in Mainland China. Having worked
    closely with law firms, Big Four, wealth management companies and private bankers based
    in Mainland China, HK, SG, etc., Joyce’s expertise lies in advising on the complex needs of
    Ultra-High-Net-Worth individuals and finding solutions to ensure they can successfully build
    their legacy and navigate the preservation of their wealth.
    Joyce has helped many UHNW individuals and corporate clients with their overseas wealth
    inheritance and management, asset protection and IPO related needs.
    Prior to Vistra, Joyce was the Vice President in corporate banking department in HSBC.
    Joyce is also the external expert engaged by Fanhai International School of Finance, Fudan
    University and Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University.

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Tickets

AmCham China-Member
Standard Price RMB 150
AmCham China-Non-Member
Standard Price RMB 450