Zhou Agency
On-demand
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Wednesday, October 30, 2024 · 1:00 PM CDT您是否在考虑通过成立家族基金来省税，但又不确定它是否真的适合您？很多人都有同样的疑问。
作为一名从业30年的注册会计师，我帮助过很多客户成功成立家族基金，看到过很多人对家族基金的热情，也理解大家的顾虑。正因如此，我诚邀大家参加我在10月30日的免费线上讲座，带你全面了解如何通过家族基金最大化省税，并建立持久的家族传承。
讲座形式：
－讲座有现场问答和实际案例分析
－结束后还可预约15分钟一对一免费咨询！
－对于时间不合适无法参加的朋友，报名后，我们会发送讲座录像到您邮箱。
－讲座为公益... -
Tuesday, October 29, 2024 · 2:30 PM CDTAre you thinking about creating a Family Foundation but not sure whether it is the right move or how to get started? You are not alone.
As a CPA firm that has guided so many clients through the process of creating a Family Foundation, we’ve seen... -
Monday, October 28, 2024 · 9:00 AM CDTAre you thinking about creating a Family Foundation but not sure whether it is the right move or how to get started? You are not alone.
As a CPA firm that has guided so many clients through the process of creating a Family Foundation, we’ve seen... -
Tuesday, July 30, 2024 · 1:00 PM CDTWhen it comes to building wealth for retirement, many rely on familiar methods like stocks, bonds, 401(k)s, and traditional IRAs, which involve an inevitable burden of taxes, either now or in the future. Tax-free income is often the missing piece ... -
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Friday, July 19, 2024 · 2:00 PM CDT -
Tuesday, May 14, 2024 · 1:00 PM CDTWhen considering real estate investment, the two most common types are short-term and long-term investments. Many investors find themselves at a crossroads, unsure of which type suits their goals best. In this context, the tax code can significant...
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Monday, May 13, 2024 · 10:00 AM CDTWhen considering real estate investment, the two most common types are short-term and long-term investments. Many investors find themselves at a crossroads, unsure of which type suits their goals best. In this context, the tax code can significant... -
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Thursday, February 29, 2024 · 1:00 PM CSTIn the investors’ world, “Cash is the King” is not only a slogan. It is a revered universal rule. Warrant Buffet, the ultimate investment guru and unarguably the most successful investor of the last century, is known to keep cash positions when he...
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Tuesday, February 27, 2024 · 1:00 PM CST1031 Exchange is one of the most powerful tools a Real Estate Investor can use to defer taxes on Capital Gains. If used together with Step-Up basis tax code, you never have to pay taxes on any of the capital gains from real estate investment. Ther...
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Thursday, January 25, 2024 · 1:00 PM CST1031 Exchange is one of the most powerful tools a Real Estate Investor can use to defer taxes on Capital Gains. If used together with Step-Up basis tax code, you never have to pay taxes on any of the capital gains from real estate investment. Ther...
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Monday, October 28, 2024 · 11:00 AM CDT您是否在考虑通过成立家族基金来省税，但又不确定它是否真的适合您？很多人都有同样的疑问。
作为一名从业30年的注册会计师，我帮助过很多客户成功成立家族基金，看到过很多人对家族基金的热情，也理解大家的顾虑。正因如此，我诚邀大家参加我在10月30日的免费线上讲座，带你全面了解如何通过家族基金最大化省税，并建立持久的家族传承。
讲座形式：
－讲座有现场问答和实际案例分析
－结束后还可预约15分钟一对一免费咨询！
－对于时间不合适无法参加的朋友，报名后，我们会发送讲座录像到您邮箱。
－讲座为公益... -
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Wednesday, November 8, 2023 · 4:45 PM CSTFamily Foundation has always been considered as an advanced tool by super-wealthy individuals to minimize taxes and enhance family influence. In addition to multi-layer tax savings, Family Foundation can also help you contribute to society.
Actua... -
Tuesday, November 7, 2023 · 4:00 PM CSTFamily Foundation has always been considered as an advanced tool by super-wealthy individuals to minimize taxes and enhance family influence. In addition to multi-layer tax savings, Family Foundation can also help you contribute to society.
Actua... -
Thursday, August 10, 2023 · 8:00 AM CDTWebinar Agenda:
>What is IUL? Why do people use it to build tax-free wealth?
>How does IUL differ from other common tax-efficient tools?
>What are the key benefits of IUL?
>What are the limitations of IUL?
>Who are suitable for IUL?
>How to choos... -
Thursday, August 3, 2023 · 11:00 AM CDT讲座内容：
>为何高收入人士都用人寿保险来避税？
>IUL 的好处？
>IUL有什么局限性？
>IUL的适合人群是哪些？
>怎么选择适合自己的IUL方案？
讲座时间：
2023年8月5日周六下午CT美中时间下午3点
讲座形式：
－讲座有现场问答和实际案例分析
－结束后还可预约15分钟一对一免费咨询！
－对于时间不合适无法参加的朋友，报名后，我们会发送讲座录像到您邮箱。
－讲座为公益讲座。 报名即可参加。 名额有限，请及时报名。
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Thursday, June 1, 2023 · 9:00 AM CDT讲座内容：
• 高净值人士为何热衷投资短租
• 短租房的风险和弊端
• 长租房的好处是什么
• 有哪些鲜为人知的长租省税秘器
• 什么样的短长租房投资类型适合高净值人士
• 短长租投资房的选取有何讲究
讲座形式：
－讲座为小组讨论形式，专家讲解 ＋ 资深投资人士实操经验分享
－讲座结束后还可预约15分钟一对一免费咨询！
－对于时间不合适无法参加的朋友，报名后，我们会发送讲座录像到您邮箱。
讲座时间：
2023年6月 3日周六晚上8点（ 美中时间）
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Friday, February 24, 2023 · 10:10 AM CST讲座内容：
>小企业/自雇人士可以通过哪些退休计划来省税？
>何为DBP退休金固定收益计划？
>为何DBP比起其它退休金计划更省税？
>什么样的公司适合做DBP？
>申请DBP的最佳时间？
>DBP的运作有什么讲究？
讲座时间：
2023年2月25日周六下午CT美中时间下午3点
讲座形式：
－讲座有现场问答和实际案例分析
－结束后还可预约15分钟一对一免费咨询！
－对于时间不合适无法参加的朋友，报名后，我们会发送讲座录像到您邮箱。
－讲座为公益讲座。 报名即可参加。 名额有限，请... -
Friday, September 2, 2022 · 1:45 PM CDT讲座内容：
• 家族基金vs.家族信托有何不同？
• 谁合适成立家族基金或家族信托？
• 为何家族基金比家族信托更能省税？
• 家族基金常见问题和误区
• 家族基金的要求和成立流程
讲座时间：
2022年9月10日周六下午3点（CT美中时间）
讲座形式：
－讲座有现场问答和实际案例分析
－结束后还可预约15分钟一对一免费咨询！
－对于时间不合适无法参加的朋友，报名后，我们会发送讲座录像到您邮箱。
－讲座为公益讲座。 报名即可参加。 名额有限，请及时报名。
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Thursday, July 28, 2022 · 7:00 PM CDT讲座内容：
① 当前复杂经济形式下，投资 vs. 持现金观望，如何选择？
• 通货新高，利率攀升，股市动荡，意味着什么？
• 经济变量如此众多，什么是决定因素？
② 如果投资仍为明智之举，该投什么？
• 各种投资方式利与弊
• 为何房产投资是适合当下局势的投资手段
③ 房产投资如何操作才能实现抗通胀和稳定收入的双赢？
• 是侧重房产增值还是侧重稳定租金收入？
• 不同房产类型，城市的投资回报比较
讲座形式：
－讲座为小组讨论形式，专家讲解 ＋ 资深...
