WEBINAR "STRATEGIC FISCAL, FINANCIAL AND INVESTMENT OPORTUNITIES IN THE US, INVESTMENT INSTRUMENTS AND CORPORATE STRUCTURES"

webinar-strategic-tax-financial-investment

Check out our Webinar “Strategic Fiscal, Financial and Investment Opportunities in the US” that we held last Thursday, August 13, 2020 at 3:00 PM via Zoom.

On this webinar, the Accountant Rodolfo Maya from MABE International Advisors Inc. made a presentation of the different accounting and tax aspects for professionals and investors who want to do business in the US and we had as a guest speaker Sergio Jiménez, JD, CFP, who presented us with some alternatives of investment instruments and corporate structures that can be applied to obtain interesting benefits, such as:

Different Business Structures and their Benefits
How to Leverage Life Insurance within your Company.
Learn how your Company can become a Captive Insurance Company.

SPEAKER

Rodolfo Maya Agent is a registered by the IRS for federal tax preparation in the USA, Certified Public Accountant in Mexico, Founding Partner of the Mayan Contadores Public Accountants Office in Mexico and MABE International Advisors in the USA. The C.P. Rodolfo Maya has lived in Houston for more than 15 years and constantly travels to Mexico and other Latin American countries to advise entrepreneurs who wish to make investments in the USA from an accounting and tax point of view. He is a frequent speaker for the Texas State office in Mexico on business and tax matters under the Governor of Texas economic development program.

Graduated as a public accountant at ITESM in 1992
Master of Finance
Master in Tax
Specialization in International Tax Duke University – ITAM
He has been a registered exhibitor in accounting and tax matters for the State of Texas under the Governor’s office for 7 years.

GUEST SPEAKER

Sergio Jiménez, JD, CFP®, CLU®, combines his knowledge and experience in comprehensive and sophisticated financial planning strategies for national and international entrepreneurs.

Sergio, as a CERTIFIED FINANCIAL PLANNER , is always a fiduciary who adheres to the highest standards of professionalism, competence and ethical requirements for the benefit of his clients.

Through the financial planning process, Sergio expertly coordinates and executes strategies to achieve clients’ financial, tax, investment, wealth and business objectives.

Sergio is proud to be in a unique position, as a Mexican immigrant and equally proficient in Spanish and English, to help American and foreign entrepreneurs navigate and create comprehensive strategies.

Certified Investment Advisor who has offered his advisory services for more than 16 years through Jiménez Wealth Strategies, LLC.