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关于此会议
讲座目的
-税季刚过,去年缴税多少已成既定事实;今年省税多少还需及早规划。讲座将为您分享高阶税务规划策略。
-新政府上任,税改之火直逼高收入高净值人士。高收入高净值人士省税之路在何方?该讲座为您呈现“新态势下终身省税三部曲“。
讲座内容:
第一步曲: 如何减少当下应纳税额?
• 如何成立家族基金来减少税额,并自己的家族后代做出贡献?
• 如何利用Trader Position 来为频繁股票交易获利取得税务抵免?
• 如何使用Pension Plan来为自己的公司省税+提高退休保障?
第二步曲: 如何实现税后收入投资收益再省税?
• 中国人的529是什么?它为何比起一般的教育投资更加适合中国人?
• 如何利用Kids Roth IRA为你的孩子增添财富?同时不用缴税?
• 地产投资到底有哪些?为何它是美国现有税法下的最好投资方式?
第三步曲: 如何实现“零”税退休?
• 人寿保险除了身故赔偿,还有理财投资和增值免税作用,你知道吗?
• 如何通过Roth Conversion实现省明天的税,让你实现“零”税退休?
讲座为免费讲座,名额有限,报名从速!
讲座时间:
2021年6月19日周六下午3点(CST 美中时间)
讲座形式:
- 讲座为线上免费讲座。除了讲解,还有现场问答环节。 讲座结束后还可预约15分钟一对一免费咨询!
- 对于无法参加的朋友,只要报名,我们会发送讲座录像到您邮箱。
点击页面上方红色“注册”按钮进行注册
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。
Jojo Cui | 崔珺舟
周军集团地产部负责人。地产投资专家。有着丰富的地产投资经验,熟知各类房产投资和地产基金运作。擅长洞悉客户需求,为客户提供个性化的地产投资建议和服务。现为国际注册商业房地产投资师(CCIM Illinois Chapter)委员会成员。
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