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11月6日 揭秘家族基金——不仅是富豪们的高阶避税利器
关于
讲座内容:
• 什么是家族基金?
• 成立家族基金有哪些好处?
• 成立家族基金以后可以做什么?
• 谁合适成立家族基金?
• 成立家族基金的要求和流程。
讲座时间:
2021年11月6日周六下午3点(CT美中时间)
讲座形式:
-讲座为小组讨论形式,各界精英人士共同分享家族基金的成立和运作经验。
-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。
-讲座为公益讲座。 报名即可参加。 名额有限,请及时报名。
时间
周六, 11月 6日, 2021年 · 3:00 p.m.
Central Time (US & Canada) (GMT -5:00)
演讲人
Justine Zhou| 周军
资深注册会计师CPA, 周军城市集团总裁。30年税务,地产投资和保险理财经验。作为少有的即懂个人及公司税务,又懂地产投资和保险理财的会计师,周军女士擅长将复杂的专业问题简单化,并融会贯通其多方面知识储备,为客户提供全方位咨询服务。
Paul Ngai
企业高管,资深投资人士,慈善家
Paul出生在中国, 毕业于斯坦福,职业经历遍布世界各地, 现居住于美国。Paul 不仅在其职业上有着极高的成就和精明的投资策略,在其业余时间还热衷于各类慈善事业,在家族基金的成立和运作上有丰富的经验。
Byron Lai |黎冠国
高级工程师,架构师
Byron毕业于加州大学洛杉矶分校,现为高级工程师,架构师。 其职业经历横跨各类行业,为典型的加州高收入人群。 并且刚刚完成家族基金的成立,对于家族基金的成立有着第一手的体会和经验分享。
Frank Liu | 刘一璞
周军集团税务经理
Rensselaer Polytechnic Institute Lally商学院的MBA硕士。 在财务和税务领域有超过10年的工作经验,对于个人和公司的税务申报, 财务记账和咨询等业务有着丰富的经验,并为各种客人在家庭基金的成立和和运作上提供了扎实的会计服务和咨询
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