Whether you are new to the Bay Area or have been here a while, there are things you need to know to ensure success with your tax planning, immigration status and current and future finances. Navigating the immigration laws, establishing your credit history, understanding the taxation system, and oh, what to do with that UK pension you left behind? While these issues may seem separate, your decisions about one issue, may negatively, or positively, impact one of the other areas.
This is your chance to get your questions answered from a panel of experts in tax, immigration law, banking and UK pensions. You will also get a chance to connect with people who are in the same situation as yourself.
June Tan, Bank of the West
Anthony Amodei, Spott Lucey & Wall
Anthony is a certified public accountant and holds a Bachelor of Science degree in Accounting from Marquette University, a Master of Science in Accounting degree from Marquette University, and is currently completing a Master of Science in Taxation from Golden Gate University. Anthony is an active member of the California Society of Certified Public Accountants, and regularly attends various international business events around the Bay Area.
Emma Cockerton, Florin Pensions LLC
James Mayock, E & M Mayock
Jim Mayock leads the law firm of E&M Mayock, which practices the full range of business immigration law. We make the hiring of international personnel a competitive advantage.
The firm specializes in employment-based "green cards" and work-authorized visas. E&M Mayock offers 35 years of sophisticated expertise, managing successful applications for the entire range of immigration opportunities.
We drive the rapid processing of E Investor, H Professional, L Transferee and O Rockstar petitions. We facilitate business visa issuance abroad when consular officers become stingy. We find shortcuts to the onerous PERM Labor Certification process, leading to faster green cards.
MODERATOR:Jason Kumpf, OFX
Director of Partnerships
Jason is an international growth consultant and advisor, with over fourteen years of successful experience in management consulting, business development, finance, advising, sales and marketing. With experience in Global Fortune 100 and start ups, he has led a diverse set of important initiatives resulting in hundreds of millions of dollars in revenues and transactions.
From investment advising in Europe, to project management of global IT projects, to marketing for national US consumer electronics companies, to business development for California start up technology companies, to sales for New York real estate firms and consulting for private equity, investment banking & technology firms. Jason has a diverse but in-depth back ground. He was a key team member of the once junior company assisting it to quickly grow to over a billion dollars in revenue, an early team member of the then idea phase technology company helping it become worth over $40 million and has additionally started, advised, turned around, managed & consulted to numerous companies.
Jason is passionate about technology entrepreneurship and has been involved in numerous start-up ventures. As an entrepreneur he has been actively involved in social media & online networks for over five years and sees the both the mass consumer and niche networking of humanity as a growing market.
Wednesday Apr 24, 2019
6:00 PM - 8:00 PM PDT
Wednesday, April 24th, 2019
6.00 - 6.30 pm Registration & Networking
6.30 - 7.30 pm Panel Discussion
7.30 - 8.00 pm Post Event Networking
Pre-Registration is required:
Member Ticket - $15
Non-Member Ticket - $30
Join & Save ticket - $215
$40 On the Door
BABC Events Team