Navigating the AI Wave: Investment Opportunities × Tax Strategies × Exclusive Silicon Valley Dinner

A private Saturday salon designed for tech professionals, investors, and entrepreneurs in Silicon Valley: Discuss investment opportunities under the AI wave, significant depreciation tax strategies, meet interesting people, and enjoy a delicious Chaoshan private dinner together. The AI wave is still ongoing, but what’s truly worth paying attention to is not just 'which stocks are rising fast,' but how to understand industry trends, identify long-term opportunities, and integrate investment decisions into a more comprehensive wealth and tax planning. This time, we are hosting a small offline salon in the heart of Palo Alto, inviting Bay Area tech professionals, investors, entrepreneurs, and high-income professionals to connect. We will discuss two topics that have been of great concern lately: This is not just a lecture; it's a gathering genuinely suitable for meeting new friends, exchanging ideas, and establishing long-term connections in Silicon Valley. Event Schedule: 3:00–4:00 PM | Social Networking Free exchange, meet new friends from technology, investment, entrepreneurship, and professional services. 4:00–6:00 PM | Thematic Sharing × Chaoshan Private Dinner Event Information: Date: Saturday, Sep 26 Time: 3:00 PM–6:00 PM + Dinner Location: Palo Alto, CA (address provided upon registration) Ticket: $50 / person Seating: Limited Who is suitable to attend: Tech company professionals, engineers, product managers, entrepreneurs, investors, high-income professionals, business owners, and those interested in AI, stock investment, and tax planning. ⭐️ Guests: Joyce Liang With over 20 years of industry experience, she has served many business owners and high-income families, adept at integrating tax planning, risk management, and asset transfer strategies into long-term solutions. Different from traditional single financial services, Joyce advocates for the establishment of a collaborative system of cross-disciplinary experts, uniting CPAs, lawyers, and financial advisors to create a one-stop 'problem-solving' wealth management platform. She is also the founder of the Wealth Literacy Alliance, a non-profit organization dedicated to public financial education, helping more people understand the structures and logic behind wealth. Steven Ma, Ph.D. Steven holds a Ph.D. and has long researched artificial intelligence, technological innovation, and capital markets, with in-depth observations and studies on the AI industry chain and technology stock investment. Unlike simply chasing market trends, Steven is more focused on how technological trends translate into corporate growth, business value, and long-term investment opportunities. He assesses opportunities and risks in the AI wave through dimensions such as company fundamentals, industry patterns, and valuation levels. He hopes to help investors understand the long-term logic behind the AI wave through more rational, structured analysis, rather than merely focusing on short-term market sentiments. Chaoshan Private Dinner | Exclusive Chaoshan Private Dinner On the night of the event, we have specially invited a Chaoshan private chef to personally prepare, using exquisite ingredients, meticulous cooking techniques, and authentic Chaoshan flavors to craft a unique private dinner for guests. In a warm and elegant atmosphere, gather around the table with new friends to share delicious food and a memorable evening. ☀️ Organizer CBC Financial Family Office Services | Established in 2009, we have focused on cultivating excellent financial planners and formed a team of expert advisors alongside outstanding tax lawyers and accountants. The company is dedicated to providing professional tax planning, retirement planning, insurance planning, and asset transfer planning services for high-net-worth clients in the Bay Area. We integrate financial, legal, and wealth management resources to provide clients with more systematic and long-term wealth solutions. The company is currently recruiting accountants, tax lawyers, and financial planners nationwide to jointly create an industry-leading professional service platform. Wealth Literacy Alliance | A non-profit alliance composed of tax and legal professionals, committed to promoting financial education and community empowerment. The alliance regularly offers free online and offline tax lectures to help business owners, self-employed individuals, and families enhance their awareness of taxation, legal matters, retirement planning, and wealth management. Additionally, the Wealth Literacy Alliance actively participates in educational donations and has established scholarship programs for community students to support the growth and development of the next generation. ❤️ Welcome to join the 'Bay Area Financial Afternoon Tea' WeChat group to discuss more on tax planning & wealth management insights!