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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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Contact Person: AmCham Event

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

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

    Tariq Dennison

    Managing Director and Responsible Officer of GFM Group Limited



Member Price HKD 300


HKD 480

AmCham Event Voucher

Cancellation Policy
Cancellation Policy
  • Cancellations must be provided in writing to: 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