Brought to you by the Asian-American/Pacific Islanders Knowledge Circle: For this Knowledge Circle we will be joined by Larry Pon. Larry has extensive experience as a tax professional working with financial advisors, and has some tips for financial advisors on the best way to work with tax professionals.

Guest speakers Jason Co, Lily Hope and Keith Kim will be having a fireside chat discussinig their strategies and experiences on working with AAPI clients.

In this session guest speaker Helena Yang will provide an overview of the definition of U.S. tax residency and explore the U.S. income tax implications and foreign disclosure requirements associated with common types of foreign assets held by U.S. tax residents.

The expiration of the Tax Cuts & Jobs Act (TCJA) is right around the corner on December 31, 2025

In this Knowledge Circle gues speaker Richard Chen will share compliance hot topics and trends he is seeing with SEC examinations, and discuss any challenges faced while preparing the FormADV.

One of the biggest issues that advisors struggle with is bandwidth – whether it’s being part of a team or being a solopreneur, there never seems to be enough time to accomplish everything on our to do lists, and with client needs and expectations growing, how do we continue to keep pace?

Jason Co is a first generation Chinese American, who is fluent in Mandarin and Cantonese, and is applying his multilingual skills, life experience as an immigrant and financial expertise to help Asian American millennials reach their financial goals.

This session will cover Elliott Chang's experience within the impact space and how Ethic, a passive asset manager, addresses the world's most significant issues today through its approach to sustainable investing.

In this time- Rita will share how she joined the financial profession and her FPA leadership journey.

In this session, we will provide an update on various issues that the SEC and other regulators are focusing on when it comes to investment advisory/financial planning firms.