Silicon Valley Indian Professionals Association (SIPA) invites you to our monthly event on February 26, 2005.

SIPA invites you to learn more about the tax rules for individuals that are thinking of or have already setup companies outside the US. In addition, entreprenuers can also learn from our experienced and distinguished speakers about what is needed when setting up a small, high tech company in the US. Invaluable insight and dvice that can save you a lot of money and help streamline your operations.

Business owner considerations:
Buy Sell agreements for partnerships
Key man insurance
Executive Bonus Plans
Individual tax saving strategies

Tax Credit Programs:
Passive Income and Passive losses
Roth IRAs
Tax Free investments

Tom has practiced public accounting for over 30 years primarily in the field of international taxation (the U.S. income tax rules that apply to cross border transactions). He works with individuals (typically citizens of other countries) from over 25 different countries working in merica and investing in America. His corporate and business clients tend to be U.S. subsidiaries of foreign companies or U.S. companies with operations outside the U.S. He has a Master’s Degree in Taxation from Golden Gate University in San Francisco, California and a Bachelor’s Degree in Business Administration (Accounting) from Florida International University in Miami, Florida. You can email him at Thomas.Spott@SpottLuceyWall-CPAs.com or visit his firm’s website at www.SpottLuceyWall-CPAs.com. His firm has several language capabilities including German, French, Spanish, Cantonese, Mandarin, Russian and Indonesian.


TROY COLLINS
President, McKinley Financial Group

Troy Vincent Collins has spoken all over the country on advanced financial planning topics and business concepts to groups such as the National Association of Estate Planning Professionals, Young Entrepreneurs Association and the California Chiropractic Association.
After completing his bachelor degree, his career in Financial Planning began in 1992 with IDS Financial Services which later became American Express Financial Advisors. Within his first year, Troy ranked among the top 20% of Advisors based on high levels of service, advice and expertise. This qualified him as an elite member of 'Silver Team Financial Advisors' where he remained until he left the company. He realized in 1996 that in order to provide better products and services to clients he needed to start his own independent financial planning company
Troy’s expertise is in small business financial planning with emphasis in long term tax savings strategies and tax advantaged investing.