Going to America: IP Legal & Tax Considerations

美国投资:知识产权的法律及税务考量

As the world’s largest economy, the United States is still the land of opportunities: an innovative and productive workforce, excellent infrastructure, appropriate legal protection and a predictable regulatory environment.

If you are considering entry into the US market or already operating there, two key components of a company’s business plan are its IP strategy and its tax strategy. With the recent changes in the US, is your organisation equipped with the latest information to ensure the most effective IP and tax strategies? Join us for an informative session with Dr Li Kening from Duane Morris & Selvam and Mr Robin Park from Squar Milner where we will touch on:

  • Legal and tax considerations for IP management
  • Global expansion: tax considerations after the recent US tax reforms

作为世界第一大经济体,美国为海外投资者提供了众多机会--创新以及高效的生产力,绝佳的基础设施,全面的法律保护以及可预期的市场环境。无论是正在考虑进入美国市场还是已经在美国设立企业,有两个不可忽略的考虑因素:知识产权策略和税务策略。特别是在最近的美国税改以及中美贸易摩擦之后,您是否充分了解这些事件的影响?本次活动特别邀请了美国德茂欣律所的李克宁博士和Squar Milner会计师事务所的合伙人Robin Park先生为我们分享以下话题:

  • 知识产权管理的法律及税务考量
  • 美国税改之后的税务考量

Venue  场地:
5th Floor, Yangtze Center, No. 2111 Yan'an Road (West), Shanghai
上海市延安西路2111号扬子中心5楼,中瀚石林会议室

Date  日期:
26 April 2018 (Thursday)   2018年4月26日

Time  时间:
9:30am - 11:45am

Organisers 组织者:
SBA Stone Forest and Duane Morris & Selvam  中瀚石林企业咨询(上海)有限公司和德茂欣律师

Fee  费用:
Complimentary   免费

Agenda  日程安排:

9:30am – 10:00am Registration 听众登记
 10:00am – 10:40am Chinese session: IP Protection and Other Legal Considerations
by Dr Li Kening, Partner & Head of IP Practice, China, Duane Morris & Selvam
中文演讲:知识产权管理及其他法律考量
by 李克宁博士,合伙人 & 中国知识产权业务组主管, 德茂欣律师事务所
 10:40am – 11:30am English session: IP Tax Strategies and the Impact of the Recent US Tax Reform
by Mr Robin Park, Partner, International Tax Group, Squar Milner
英文演讲*:知识产权的税务策略,以及美国税改后的影响
by Robin Park, 合伙人,国际税务服务, Squar Milner
*现场将提供中文翻译
11:30am – 11:45am Q&A, End of Event 问答,活动结束

Outline  演讲大纲:

IP Protection and Other Legal Considerations
by Dr Li Kening

1. Basics of IP Protection
• Protecting your IP in the US and China
• Dealing with others’ IP
• Dealing with disputes

2. Other Legal Issues When Investing in the US: a Quick Overview
• CFIUS
• FCPA
• Local laws and regulations: immigration, employment, environment, EEOC
• OFAC

知识产权管理及其他法律考量
by 李克宁

1. 知识产权保护的基础
• 中美知识产权保护
• 如何处理他人的知识产权
• 争端解决

2. 美国投资的法律问题一览
• 外资投资委员会
• 反海外腐败法
• 美国法律法规:移民,雇佣,环境,平等就业机会等
• 海外资产控制办公室

IP Tax Strategies and the Impact of the Recent US Tax Reform
by Mr Robin Park

1. Tax Strategies for Exploiting IP Economic Rights
• Bifurcating economic rights by geographical regions (e.g., EMEA, Americas, Asia-Pacific)
• Formation of an IP holding company ideally in a low-tax jurisdiction or where a Patent Box regime is available (e.g., Singapore, Malta, Ireland)
• Use of China or US as a captive or contract R&D service provider

2. Going to America
• China companies may want to expand their presence in the US given recent tax reforms that reduce corporate income tax rates to 21%.
• China companies may have more incentive now to establish regional HQ functions in the US and develop their own marketing intangibles and customer relationships due to a lower corporate income tax rate.
• China companies may not have to contend with certain new US tax reform provisions such as the Global Intangible Low-taxed Income (“GILTI”) and the Base Erosion and Anti-abuse Tax (“BEAT”).

知识产权的税务策略,以及美国税改后的影响
by Robin Park

1. 利用知识产权经济权力的税收策略
• 按地理区域划分经济权利(比如,欧洲,中东,非洲,美洲,亚洲太平洋)
• 形成知识产权控股公司处于低税收或有知识产权专利的地区(比如新加坡,马耳他,爱尔兰)
• 使用中国或美国作为专属或契约研发提供商

2. 去美国投资的税务考量
• 企业所得税降低
• 设立区域总部
• 全球无形资产低税收入(GILTI) &税基侵蚀与反滥用税(BEAT)


Speakers  主讲人:

Li Kening, Ph.D.  李克宁博士
Partner & Head of IP Practice, China  合伙人 & 中国知识产权业务组主管
Duane Morris & Selvam LLP  德茂欣律师事务所

Dr Li Kening practises in the area of intellectual property law and provides clients, both in and out of China with all aspects of IP legal services. He helps clients in China with their legal needs internationally, with a focus on the US. Dr Li also advises international clients on other areas of law regarding China’s legal and regulatory environment.

李克宁博士主要执业领域为知识产权法。李博士为国内外客户提供全方面的知识产权法律服务。他协助在中国的客户处理国际法律需求,尤其专注于美国。李博士还为国际客户就有关中国法律和监管环境的各领域法律提供咨询。

 

Robin Park
Partner, International Tax Group   合伙人,国际税务服务
Squar Milner

Robin spent his entire fourteen-year career practising international tax with both global and Big Four firms. His experience includes advising clients on all areas of international tax, and providing inbound and outbound tax advisory services for publicly traded companies, privately held companies, private equity groups, and high net worth individuals.

Robin在长达14年的职业生涯中,在全球性企业及四大会计师事务所致力于国际税务相关工作。他提供多行业的国际税务咨询服务,也为上市公司、民营企业、私募集团和高净值个人提供进出口税务咨询。


Registration  活动报名排 
Limited seats available, first come, first served. Please register with Lisa Ye:
请联络叶女士报名登记:
+86 21 6186 7959
This email address is being protected from spambots. You need JavaScript enabled to view it.


About SBA Stone Forest

Established in 2001, SBA Stone Forest (SBASF) is a corporate advisory and public accounting group headquartered in Shanghai with offices in Beijing, Suzhou, Shenzhen, Chengdu and Hangzhou. We help foreign businesses set up in China and thereafter navigate its regulatory and business environment.

Together with our partner-owned public accounting practice, we offer intimate local knowledge and one-stop, hassle-free solutions for business assurance, accounting & advisory, payroll & HR advisory, tax compliance and advisory, risk management, corporate advisory, eDiscovery and whistleblowing.

We are also well-positioned to help Chinese enterprises internationalise, given our Singapore parentage in a top financial and business hub in Asia, and our membership in the Allinial Global international network.

中瀚石林企业咨询(上海)有限公司成立于2001年,是一个企业咨询及会计师事务所集团。公司总部位于上海,此外, 在北京、苏州、深圳、成都以及杭州另设有5家分公司。我们致力于帮助境外投资者顺利进军中国市场,并支持企业在中国的监管及复杂的市场环境中持续发展。

我们为客户提供一站式咨询服务,包括审计、会计及咨询、薪酬及人事咨询,税务合规及咨询、风险管理、企业咨询和电子发现服务。

我们是专业服务国际联盟 Allinial Global在中国的成员所。这些优势使得我们能够为中国企业的海外发展提供更好的协助。


About Duane Morris & Selvam LLP

Duane Morris & Selvam LLP is the joint law venture between Duane Morris LLP and Selvam LLC, with its headquarters in Singapore. By way of its global platform and extensive range of legal services, the firm helps companies conduct business in and out of Asia, the United States, Latin America, Europe and beyond. In addition to the excellent skills of its lawyers, clients benefit from the cultural fluency and key relationships that the firm has developed over many years of practising law throughout the region. The firm has a presence in the key markets of Southeast Asia, including Singapore, Hanoi, Ho Chi Minh City and Yangon, Shanghai as well as an office in Taipei. Supporting these regional offices, the firm operates a series of country desks for India, Indonesia, Nepal, Korea, Japan, the Philippines, Malaysia and Australia, as well as an alliance in Sri Lanka. It is regularly ranked among the region’s leading law firms by Chambers & Partners, The Legal 500 and IFLR1000.

德茂欣律师事务所是一家由德茂律师事务所和欣文律师事务所共同组建的合资律所,总部位于新加坡。凭借我们的全球平台和广泛的法律服务,我们协助企业客户在亚洲、美国、拉丁美洲、欧洲及其它地区开展业务。除了律师团队优秀的专业技能,客户还将受益于我所在这些区域数年执业所开拓的文化流畅和重要关系网络。我所在东南亚主要市场建立了办事机构,包括新加坡、河内、胡志明市、仰光、上海和台北。通过各个区域办公室的支持,我们还为一系列国家开设业务组,包括印度、印度尼西亚、尼泊尔、韩国、日本、菲律宾、马来西亚、澳大利亚以及斯里兰卡。我所经常被钱伯斯、The Legal 500和IFLR1000等评级机构评选为地区内杰出律师事务所。


About Squar Milner

Squar Milner is one of the US’s largest accounting firms as well as one of the largest independent accounting and advisory firms in California and in the West. Squar Milner has offices in Los Angeles, Newport Beach, San Diego, Encino, Silicon Valley, San Francisco, Oakland, San Mateo and the Cayman Islands. Squar Milner was established in 1951.

Our financial and accounting professionals provide high-end tax, audit, accounting, and consulting services to closely held businesses and SEC companies, their owners, and middle-to-high net worth individuals. We also provide high quality consulting in connection with litigation support, bankruptcy and forensic accounting, financial planning, business management and CFO advisory services.

Squar Milner是美国最大的会计师事务所之一,也是加利福尼亚州及西部地区最大的独立会计及咨询企业之一。Squar Milner成立于1951年,目前在洛杉矶、纽波特比奇、圣地亚哥、恩西诺、硅谷、旧金山、奥克兰、圣马特奥市及开曼群岛均设有办公室。

我们的专业人员为私营企业、美国上市公司、企业主及中高端净值的个人提供高端税务、审计、会计及咨询服务,同时还提供相关的诉讼支持、破产清算及法务会计、财务规划、企业管理、CFO咨询等服务。