CASPA Financial Seminar I - The Tax Cuts & Jobs Act of 2018 and Corresponding Planning
Mar 21, 2018

CASPA Financial Seminar I - The Tax Cuts & Jobs Act of 2018 and Corresponding Planning

Mar. 21, 2018

DESCRIPTION

CASPA Financial Seminar (Mar. 21/Wed., 2018 ) at 6:30 p.m. at ITRI (San Jose)

ITRI Address: 2870 Zanker Rd # 140, San Jose, CA 95134

ITRI Phone: (408) 428-9988

3 speakers :

Michael Yu, is the founder of Michael Yu CPA, Inc.

Kenneth Yu, is a junior partner of Michael Yu CPA, Inc.

Mike Clark, Managing partner at Silicon Valley General Office NYL.

Topic:

CASPA Financial Seminar I - The Tax Cuts & Jobs Act of 2018 and Corresponding Planning

We invited experienced accountants and financial advisor to closely communicate with you, from different aspects to answer your questions about the following categories.

  • how the new income tax brackets and changes to deductions could impact individuals
  • How the tax law changes are likely to impact business owners
  • How to have a conversation with your tax advisor about these changes
  • How the estate and gift tax changes changes create an opportunity for some to transfer additional wealth to the next generation

Speaker's Bio

Michael Yu, is the founder of Michael Yu CPA, Inc.


Michael has over 25 year experience in accounting, finance, taxation and investments in various domestic and multi-national companies. Michael is a California licensed Certified Public AccountantCPA), he had worked as senior financial consultant of BBV Ventures, an international investment group based in Connecticut and California. He had also worked as CFO for Corelogic in Redwood City, California and Zaccess Systems in Beijing, China. He had a Master of Business Administration degree from Santa Clara University and Bachelor of Science in Accounting from Brigham Young University in Utah.

Kenneth Yu, is a junior partner of Michael Yu CPA, Inc.

Kenneth is a California Licensed Certified Public Accountant (CPA) who obtained his BA in Accounting from California State University, Fresno and holds MS in Taxation from San Jose State University. His specialties include assisting international start-up companies with accountting and tax needs, helping international investors with tax planning and compliance. He has extensive experience working with high net worth individuals and privately held companies including companies in high-tech and farming industries.

Mike Clark, MBA, Managing partner of SV General Office, NYL


Mike graduated from Sacramento State University in Criminal Justice Administration. He finished his MBA and signed an Agent's contract with New York Life in Northern California General Office. He promoted to senior partner and Corporate Vice President of the firm in 2014. In 2016, he was promoted to be the managing partner of the Silicon Valley General office, he is tasked with the further growth and development of the office to better serve the surrounding south bay communities.