高收入高净值人群,有哪些省税方案?
Equity Compensation Planning: RSU, ISO, NQSO common tax mistakes and strategies to minimize tax.
Estate Planning: Understanding the implications of taxes on estate planning and how to prepare effectively.
Investment Tax Planning: Strategies for managing the tax impact on your investment portfolio.
Small Business Considerations: Specialized advice for small business owners on managing taxes efficiently.
Updates on Tax Laws: Insights into any recent changes in tax legislation that could impact your planning.
Retirement Planning: How to optimize your retirement contributions and benefits for tax purposes.
另外,后台常常有粉丝问高净值人群的定义。小编去年听过这个讲座,觉得这个讲座对于家庭年收入50万以上,总资产500万以上的人群,收获会最大。
时间:2024年5月1日周三,12-1pm PT, 3-4pm ET
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