Talks
'Cross-border issues with Greater China,' STEP Silicon Valley webinar - June 2020, presenter
'Wealth Planning for Chinese Clients - Understanding Tax and Non-tax Issues in China,' Hawaii Tax Institute - November 2019, presenter
'Challenges and Opportunities of Planning for Chinese Nationals,' STEP New York - November 2018, presenter
'Trust, Asset Protection and Succession Planning for Chinese HNWIs,' The 4th Investment Summit co-organized by Pinabase and Horizon Family Office (Omaha, Nebraska) - May 2017, presenter
'Tax Issues of Studying in the United States and Asset Protection,' Morgan Stanley (New York), - October 2016, presenter
'US Tax and Succession Planning for Chinese Business Owners and Executives,' US-China Council (New York) - April 2015, co-presenter
'Study in the United States - Tax Implications and Assets Protection,' New York Private Bank and Trust (New York) - January 2015, presenter
'US Pre-Immigration Tax Planning,' 5th Offshore Investment Conference (Shanghai) - June 2014, presenter
'Planning Opportunities in Asia,' The 20th World Offshore Convention (New York) - November 2013, co-presenter
'Planning for US Family Members and Investments,' UBS (Hong Kong) - September, 2013, co-presenter
'Moving to/Investing in the US: What You Need to Know,' Bank of Singapore (Shanghai) - August 2013, presenter
'Planning for US Persons and Investments' and 'Pre-Immigration US Tax Planning,' Bank of Singapore (Beijing, Shanghai and Taipei) - March - May 2013, co-presenter
'Pre-Immigration Tax Planning,' CITIC Bank (Hong Kong) - June 2012, presenter
'Investment in US Real Property by Non-US Persons - US Federal Tax Overview & Planning Techniques,' Various banks and intermediaries (Withers Hong Kong) - October 2011, presenter
'U.S. Taxation of Foreign Persons - Some Useful Planning Tools,' Cass Business School (London) - May 2011, presenter