Zhou Agency
On-demand
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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... -
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... -
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, January 22, 2024 · 3:30 PM CSTDear Friends,
1031 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 i... -
Friday, January 19, 2024 · 2:00 PM CSTDear Friends,
1031 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 i... -
Friday, January 19, 2024 · 2:00 AM CSTDear Friends,
1031 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 i... -
Wednesday, December 20, 2023 · 1:00 PM CSTDear Friends,
Bonus Depreciation and Cost Segregation have become the buzz words in the last few years, especially among real estate investors.
Bonus depreciation got popular for a reason: it enables you to immediately write off portions of cert... -
Monday, December 18, 2023 · 11:30 AM CSTDear Friends,
Bonus Depreciation and Cost Segregation have become the buzz words in the last few years, especially among real estate investors.
Bonus depreciation got popular for a reason: it enables you to immediately write off portions of cert... -
Thursday, November 30, 2023 · 1:00 PM CSTThere is a saying that real estate is the best investment under the current US tax code. Why? Because the government encourages long-term holding of rental real estate by incorporating very favorable tax treatments for rental income and capital ga...
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Monday, November 27, 2023 · 1:00 PM CSTThere is a saying that real estate is the best investment under the current US tax code. Why? Because the government encourages long-term holding of rental real estate by incorporating very favorable tax treatments for rental income and capital ga...
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Thursday, November 9, 2023 · 1:00 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 · 1:00 PM 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...
Past
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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... -
Friday, July 22, 2022 · 12:30 PM CDT讲座内容：
①如何做到合规，不踩雷区？
• 成立美国公司的好处是什么？ 注意事项是什么？
• 在美公司报税是必须的吗？报税种类，报税时间都有哪些？
• 电商特有的销售税，平台代缴后就可以不用管了吗？
• 如需在美雇人，需要注意些什么？
②如何实现企业省税最大化？
• 如何记账才能做到最大化省税？
• 不同公司类型的省税招数有何不同？
• 公司税后收入投资收益如何再省税？
③其它不容忽略注意事项
• 如何记账才能让你知道网店真实的营业额和利润？
• 常规财务报... -
Tuesday, July 19, 2022 · 11:40 PM CDT讲座内容：
①如何做到合规，不踩雷区？
• 为何需要成立美国公司？ 注意事项是什么？
• 在美公司报税是必须的吗？报税种类，报税时间都有哪些？
• 电商特有的销售税，平台代缴后就可以不用管了吗？
• 如需在美雇人，需要注意些什么？
②如何实现企业省税最大化？
• 如何记账才能做到最大化省税？
• 不同公司类型的省税招数有何不同？
• 公司税后收入投资收益如何再省税？
③其它不容忽略注意事项
• 如何记账才能让你知道网店真实的营业额和利润？
• 常规财务报表核... -
Tuesday, July 19, 2022 · 11:30 AM CDT讲座内容：
①如何做到合规，不踩雷区？
• 为何需要成立美国公司？ 注意事项是什么？
• 在美公司报税是必须的吗？报税种类，报税时间都有哪些？
• 电商特有的销售税，平台代缴后就可以不用管了吗？
• 如需在美雇人，需要注意些什么？
②如何实现企业省税最大化？
• 如何记账才能做到最大化省税？
• 不同公司类型的省税招数有何不同？
• 公司税后收入投资收益如何再省税？
③其它不容忽略注意事项
• 如何记账才能让你知道网店真实的营业额和利润？
• 常规财务报表核...
