Year-end Investment Strategies for US Taxpayers Overseas (Up to 1 CE Hour)

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10/F, Dawning House, 145 Connaught Road Central, Hong Kong

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While the results of this year's US elections suprised many of us, investors should try and minimize Washington's impact on their investment portfolios. The most direct impact may remain on US taxpayers (US citizens and green card holders), but the new Donald J. Trump adminstration may push sweeping reforms that could impact markets globally.

Unlike most other nationalities, US citizens and green card holders pay tax on their worldwide income wherever they live, whether that income is from working or investments. Fortunately, December is an excellent time to make a few simple investment decisions that can save thousands of dollars in taxes in April, and allow far more wealth compounding in the long-run.

Mr. Tariq Dennison, CFP of GFM Group (http://gfmasset.com/) will talk about the math of tax deferral, tax loss harvesting, and other US tax-smart investment strategies, while touching on questions regarding IRAs, 401k rollovers, and Roth conversions, and even sharing some views on how the Trump administration and new Republican congress could impact markets and investors far from US shores.

Mr. Christopher Chang of American Pacific Tax (http://americanpacifictax.com/) will discuss in more details how some of these investment decisions could show up on your April tax return, as well as what this year's election results could mean for tax changes under the new Trump administration.

Light refreshments will be served. Attendees will receive an e-mail certificate of attendance which they may count for up to one hour of continuing education (CE / CPT / CPD) credit at their firm's discretion.

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10/F, Dawning House, 145 Connaught Road Central, Hong Kong

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