Date: Sunday, August 30, 2026
Time: 1:30 PM – 4:00 PM (Doors Open: 1:15 PM)
Location: Dallas Chinese Community Center (400 N Greenville Ave., Suite 12, Richardson, TX 75081)
About the Seminar
Navigating cross-border tax and financial planning can be challenging. This seminar will help you better understand key U.S.–Taiwan tax regulations, including FATCA, FBAR, and PFIC, while introducing strategies for tax-efficient investing, retirement and long-term care planning, asset protection, and wealth transfer. Whether you’re a new immigrant, dual citizen, or simply looking to better manage your finances, you’ll leave with practical knowledge to plan for the future with confidence.
Key Topics
- College funding and financial aid planning
- Retirement and long-term care planning
- Insurance protection strategies
- FATCA, FBAR, and PFIC tax requirements
- Tax-advantaged investment accounts
- Cross-border wealth transfer planning
- Tax-saving strategies for small businesses