2008 NTUAA Annual General Member Meeting

                             北加州台灣大學校友會2008年會員大會

www.ntuaa.org

 

Location: Santa Clara City Library, Redwood Room (parking space available at back)

                   (408) 615-2900 - 2635 Homestead Rd, Santa Clara, CA       

       

Time:      10/25/08, Saturday (Light refreshments will be served. Please bring your own

                 cups/small plates if possible to save resources.)

 

1:30 pm - 1:45 pm     報到/交誼  

1:45 pm - 2; 00 pm     Congratulatory video shooting for NTUAA’s 80th anniversary

2:00 pm - 2:10 pm     2007-2008會務報告 (會長)

2:10 pm - 2:15 pm     2007-2008 財務報告 (財務長)

2:15 pm - 2:30 pm     新舊理事交接 (理事長)

2:30 pm - 2:50 pm     NTUAA Clubs 介紹; 會員提問

2:50 pm - 3:00 pm     Break

 

3:00 pm - 3:45pm      理財專題演講 (I)                                   

                                    講題: Year End Tax Planning:

                                                  Income Tax, Gift Tax and Estate Tax Planning

        演講者: 陳心珮  校友 Peggy Chen, CPA

 

Peggy earned her BA in Economics from National Taiwan University and an MBA in Finance and International Business from the University of California at Berkeley.

A partner with CGU since 1985, Peggy has been assisting individual clients with complicated tax and estate planning issues, as well as assisting businesses with audit, accounting and tax needs.  

 

 

3:45pm – 5:00pm       理財專題演講 (II)                       

                                     講題: Top 10 most mistakes in Estate Planning

                                     演講者: 蕭朱玲 校友 Julia Hsiao, LL.B., J.D., LL.M.

§  1983 National Taiwan University, School of Law, LL.B.

§  1996, Lincoln Law School, J.D.

§  2001, Golden Gate University, School of Law LL.M, Master Degree in Taxation

§  Chairman Council in New York Life for 6 years

§  President Council in New York Life for 2 years

§  Executive Council in New York Life for 2 years

§  Life Member, MDRT (Million Dollar Round Table) in 1998~2007.

§  Including  MDRT Court of Table in 2000, 2003-2007

§  Member, Santa Clara Estate Planning Council since 1998

 

5:00 pm – 5:30pm Q&A