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Future Events of CASCPA:
2007 Event Schedule
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CASCPA
– 2008 SUMMER RETREAT
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Past Events of
CASCPA:
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Free tax preparation for low income household for 2008
tax season.
Seminars on labor law with Labor department,
and also trust, year end tax preparation
8/26/07 to 9/1/07 summer cruise with CPE credits
5/23/2007 seminar on pensions – defined
benefit plans
5/11/2007 seminar sponsored by the Society in conjunction with
the Department of Labor on minimum wage, overtime and tips reporting.
2007 Chinese New Year Party
12/15/2006 Christmas Party Invitation
12/15/2006
Christmas Party Pictures
1031 Like-kind exchange & Trust planning
11/1 Wednesday 10:00AM - 1:00 PM - Eric Brecher, Esq
& Debra Chan, Esq
Topics:
1. 1031 Like-kind exchange
2. Trust planning
Location: Sheraton Hotel, Flushing
10/12- Health Savings Accounts (HSA)
10/12, Thursday 10:00 AM - 1:00 PM - sponsored by Paychex
Topics: 1. Restaurant payroll tax (Tips reporting, Business credit,
etc)
2. H.S.A. (Health Savings Account)
3. Workers compensation
Location: 5 Dalota Dr. #501 Lake Success, NY 11042
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9/28 - Estate & retirement planning
September 28 - sponsored by New York Life (La Guardia East Sheraton
Hotel)
Estate & retirement planning for high net worth clients
10:00 AM to 3:00 PM (lunch included)
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7/27 - 9:30 Am to 1:00 PM CPE seminar at Merrill Lynch
office at200 Park Ave. 13 Fl. NYC
Topics: Pre-retirement plan, Post retirement plan, Stock
option & Equity
Compensation (4 CPE credits)
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7/1/-7/4 CPE seminar/trip in Montreal, Canada
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Tax seminar (2/2006)
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Chinese New Year Dinner on 2/3/06
Ping Seafood Restaurant
22 Mott St. Basement
New York, NY 10013
Tel: 212-6029988
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December Christmas celebration and election
Date - December 9, 2005
Our annual holiday dinner and election was held at Gala Manor
in Flushing on December 9, 2005. There were about 60 people showed
up.
Out of 62 regular (voting) members, 36 were present, either physically
or by proxy. The following were elected to serve for a two year
term commencing January 1, 2006:
President - Kenny Du
Vice President - Annie Hung-Scanga
Vice President - Tony Wong
Secretary - Jenny Wei
Treasurer - Jafrey Liu
Director - Bernard Pau
Director - Steve Wei
Director - Scott Zhuo
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Worker's Comp/Disability Senimar
David Louie's worker's comp/disability senimar with CPE
credits, Wednesday, 5:30 pm, 11/9/05, at Gum Fung Restaurant,
136-28 39th Ave., Flushing, NY
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Morgan Stanley Seminar and CPE
Date - September 28, 2005
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New York Life and ADP full day CPE
Location - Sheraton LaGuardia East in Flushing
Date - July 27, 2005
New York Life and ADP sponsored 8 credit hours of CPEs including
complementary sit down breakfast and lunch. Over 25 members participated
in the event. Topics discussed included Understanding Client Behavior,
Implementing Client Retention and Partnering Strategies, Estate
and Business Planning, and Retirement Planning. This event was
free to members. Three new members signed up at the event. Feedback
from attendees were very positive.
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7/22/05-7/24/05
Lake George Retreat and CPE
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Free Tax Preparation for Seniors
The tax seminar for Chinese-American Planning Council Inc. Queens
Nan Shan Senior Citizen Center is scheduled on March 15, 10:00
AM. The free tax preparation for their members will be set from
March 16 to March 18. Please join the campaign for senior citizen.
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HSBC Tax Seminar Schedule
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2005 Chinese New Year Party
Location - Sheraton LaGuardia East in Flushing
When - February 18, 2005 at 6:30 pm
Highlights
- HSBC sponsored the dinner
- Lou Grumet, executive director of the NYSSCPA, spoke on issues
facing our profession
- Welcoming of 10 new members
- Wonderful lion dance by the children's lion troupe from the
Chinese Center on Long Island
- Overwhelming turnout of about 80 people
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08/20/04-08/22/04
Poconos Trip
Pictures
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6/29/2004
From: Chinese American Society of Certified Public Accountants
Location: Ocean Jewels Seafood Restaurant
133-30 39th Avenue, Flushing, NY View Map
When: Tuesday, June 29, 6:45pm
Phone: 718-359-8600
Don't miss this HSBC sponsored dinner at the newly renovated Ocean
Jewels Seafood Restaurant in Flushing. HSBC will provide us with
insight on investment real estate financing.
Additional highlights include corporate accounting update by Jeff
Chin, partner of Ernst & Young, with CPEs provided by Ernst
& Young.
This event is free to all paid members. Members, bring your spouse
or guest for just $30 per person.
6/29/04 - Dinner Pictures
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6/9/2004
JPMorgan Chase is inviting CASCPA to attend the following dinner
event:
Date: June 9, 2004 Wednesday
Time: 6:30 pm
Place: Ping's Restaurant, 22 Mott Street, NYC, NY 10013
The primary purpose for this meeting is to introduce the Asian
Team of JPMorgan Chase Bank as well as the financial services
and products available for the FOREIGN CLIENTS.
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5 /6/2004
On 5/6/2004, CASCPA co-sponsored with JFP Services a CPE senimar
regarding 412 (i) Defined Benefit Plan. Click here
to down slides.
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2003 Christmas Party
Pictures
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