For new immigrant families living between China and the United States, the U.S. tax filing season is a critical annual window for financial review and planning.
With the official implementation of new tax policies in 2026, cross-border asset allocation has undergone significant changes: How can one optimize asset layout while maintaining compliance? What role do trust instruments play in wealth succession? By clarifying the key logic before and after arrival, these issues can be clearly resolved. Rather than navigating this alone, leverage the experience of professionals to make your family wealth planning more robust and transparent.
The Path to Breakthrough: A Dialogue with Senior Tax Experts
To help new immigrant families clarify their thinking and plan scientifically, Worldway Group has specially invited senior U.S. tax expert—Ms. Beatrice Zhu, a U.S. Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Accredited Estate Planner (AEP). With years of deep experience in the U.S. tax field, she specializes in U.S. trusts, gift and estate taxes, and tax compliance for overseas individuals, and will bring an in-depth online sharing session for new and existing clients.
This event will also feature a real-time Q&A session. You are welcome to participate with your questions. Your personalized inquiries will have the opportunity to receive professional advice from the expert.
Understand the Rules, Seize the Opportunities
For high-net-worth families who have just arrived or are planning to move to the U.S., tax planning is not only a compliance requirement but also an important part of wealth management. The 2026 "Big and Beautiful Act" has been officially implemented, bringing new adjustments to personal income tax, estate tax exemption thresholds, and rules for reporting overseas assets.
Many new immigrants, when first encountering the U.S. tax system, face confusion regarding the timing of their arrival, asset holding methods, and global income reporting due to a lack of understanding of the differences between the Chinese and U.S. tax systems. Understanding the rules in advance and planning accordingly helps avoid unnecessary tax costs and lays a solid foundation for future status maintenance.
Register to Participate and Start Clear Planning
Whether you are a new immigrant about to arrive or a resident who has lived in the U.S. for many years, this sharing session will provide you with valuable decision-making references.
One professional consultation and plan is worth more than countless times of blind exploration. We hope this live stream will serve as a "compass" on your tax journey, helping you move steadily and go further in your new life landscape. We look forward to seeing you in the Worldway Group live stream room at 10:00 AM on March 28th!
Immigration is not just a migration of geographical coordinates, but a reconstruction of family planning logic. Worldway Group holds two high-quality EB-5 rural projects with approved I-956F petitions, helping investors achieve their U.S. status planning steadily, without visa backlogs, and efficiently. Global quotas are limited, first come, first served!
For detailed inquiries in Mainland China: 400-138-2929, Hong Kong Customer Service Center: (852)2802 8798