Navigating Global Wealth – A Tax Case Study with Eide Bailly

​Join us for an exclusive and interactive event hosted by the Investment Squad, where we discuss personal financial planning and alternative asset investments.

​This special session on May 30th will center around “Sanjay” (Hypothetical Case Study)

• ​Name: Sanjay (fictional)

• ​Age: 48

• ​Immigration Status: Indian immigrant; U.S. green card holder

• ​Spouse: 46 years old, also Indian and a U.S. green card holder

• ​Children: Two high school-aged children

• ​Employment:

  • ​Sanjay: Employed at Meta

  • ​Spouse: Employed at Apple

• ​Location: Cupertino, California

• ​Homeownership: Owns a primary residence in Cupertino (purchased 10 years ago)

• ​Income: Combined W-2 income of approximately $500,000/year, and several 1099s from their other investments

• ​Retirement Accounts: Participates in standard U.S. retirement vehicles (401(k), IRAs)

• ​Domestic Real Estate Investments:

  • ​Owns a rental property in Texas

  • ​Invests in U.S.-based real estate via LP/LLC structures

• ​Foreign Assets:

  • ​Owns real estate in India

• ​Alternative Investments:

  • ​Participates in multiple LLCs and SPVs for venture capital and private equity funds

  • ​Has exposure to REITs and real assets

​Together with a team of international tax experts from Eide Bailly, we’ll walk through real-world strategies and critical considerations around income tax and related issues.

​Featured Speakers:

• ​Jonathan Anderson, CPA – Senior Tax Manager, Eide Bailly Menlo Park
  A 20-year veteran in high-net-worth and complex tax returns, Jonathan leads a well-respected tax team with expertise in partnerships, trusts, and corporations.

• ​Jared Johnson – International Tax Specialist
  With Big Four credentials and deep experience in global mobility, Jared has helped multinational companies and individuals navigate international tax compliance and tax treaty planning.

• ​Nari Kim – Senior Manager, Global Mobility & International Tax
  A licensed CPA and Global HR professional, Nari brings over a decade of experience managing tax obligations for mobile employees, including prior leadership roles at Nike and Polaris Consulting.

​About Eide Bailly:
Founded in 1917 and now a top 20 national accounting firm, Eide Bailly serves clients across 50+ offices in the U.S., including most major Western US cities.. The Menlo Park office has deep roots in the Bay Area and specializes in serving high-net-worth individuals, startups, and cross-border professionals.