SAPA-NE 2021 Bimonthly Workshop

Recent Individual Tax Development in the US and China

Presented by EY China Overseas Investment People Advisory Services

Agenda Topics

• US individual tax filing and disclosure requirements

• Outlook for Biden’s proposed tax plans on impacts on individuals

• US expatriation rules for US citizens and green card holders

• China individual income tax reform and annual tax filing requirements

• Individual tax planning considerations, such as US citizens and greencard holders working / investing in mainland China

• Q&A

Speakers

Annie Li, Managing Director

EY Chicago

Justin Chen, Manager

EY New York

Alice Yu, Manager

EY Beijing