2025 Year-End Tax Planning & Children’s Life Insurance Strategy Seminar
In partnership with long-time CASPA sponsor — New York Life
San Jose, CA — December 6, 2025 — CASPA successfully hosted an invitation-only financial seminar titled “Year-End Tax Planning & The Compelling Case for Children’s Life Insurance”, presented by New York Life and PP&Co.
This exclusive seminar brought together CASPA members and families for an in-depth discussion on tax planning strategies, children’s financial protection, and long-term wealth planning.
🎤 Expert Speakers
📘 Julia Hsiao, J.D., LL.M.
Financial Advisor, New York Life CA Insurance Lic. #0B43293
📘 Luka Huang
Financial Advisor, New York Life CA Insurance Lic. #4313361
📘 Jie Zhu, CPA, PFS
Partner, PP & Co
Key Highlights from the Seminar
- How permanent life insurancehelps secure lifetime protection and early cash value accumulation for children
- Year-end tax strategies including 83(b) elections, QSBS benefits, charitable trust structures
- Real-world case studies and live Q&A with financial and tax professionals
- Practical planning frameworks for families, entrepreneurs, and high-tech professionals
Group photo of speakers, organizers, and attendees
Organizing Team & Acknowledgments
This event was guided by the leadership of CASPA President Dr. Gary Wang.
Special appreciation to:
- Linda Zhao– Event organizer
- Kathy Tian– Venue booking and logistics
- Xuefeng (Steve) Jiang– CASPA Special Event Lead supporting planning and onsite execution
- New York Life, CASPA’s long-time sponsor, for partnering to make this seminar possible
Group photo of speakers, organizers, and attendees
This seminar marks another successful collaboration with New York Life, helping CASPA members access practical financial knowledge that supports long-term family and professional growth.
We look forward to seeing you at future CASPA special events and seminars!