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Save the dateSeptember 12, 201912 PM - 1:45 PM Add to Calendar
Venue Location
Venue Location

The American Chamber of Commerce in HK

1904 Bank of America Tower, 12 Harcourt Road
Central, Hong Kong

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Organizer
Organizer
Organizer:
Contact Person: AmCham Event
Details
Details

US taxpayers have a confusing array of ways to save on US taxes by investing through different types of tax-sheltered accounts. Although the basic, traditional IRA continues to be a simple starting point, strategies around Roth conversions, 401(k) plan setup, college savings, health care, and deferral of high income/bonuses can make thousands if not millions of dollars of difference in an American professional's long-term financial plan.


Tariq Dennison, Managing Director for GFM Group Limited, a Hong Kong type 9 licensed asset management firm and US-registered investment adviser, will explain the many different US tax-sheltered savings accounts, from traditional, Roth, SEP, SIMPLE and "stretch" IRAs, 401(k) and 529 plans, HSA health savings, and higher-limit plans for high income earners, including:


  • Essentials of IRA, Roth, SEP, 401(k), 529 and HSA plans
  • Myths and mistakes with these accounts
  • How these accounts can save thousands to millions in US taxes
  • Strategies for high income and low income years
  • What non US taxpayers can do with their 401(k) plans


There will be time for Q&A and discussion.


First 15-20 minutes is for networking

Sandwiches and beverages included


Hosted by the Taxation Committee

Speakers
Speakers
  • Tariq Dennison (Managing Director and Responsible Officer of GFM Group Limited)

    Tariq Dennison

    Managing Director and Responsible Officer of GFM Group Limited

Tickets
Tickets

Member

Member Price HKD 300

Non-member

HKD 480

AmCham Event Voucher

Free
Cancellation Policy
Cancellation Policy
  • Cancellations must be provided in writing to: amchamevent@amcham.org.hk at least seven working days prior to in-house events.
  • Registrations for events held outside the AmCham HK office are non-cancellable and non-refundable. No-shows will be charged.
  • In the event of Typhoon Signal 8 (or above) or Black Rainstorm Signal is hoisted, all events will be cancelled