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辣妈团小编:
这个讲座我们上周转发了一次。后来听主办方说来的人太多了,导致不少人没有能加入,所以他们会再办一场。

小编上周也去参加了,感觉全是干货,里面除了讲大多数人都能用到的退休金策略,还讲了很多专门给大厂拿股票期权的人群,或者是医生以及business owner使用的特别专的策略,以及提到了很多报税容易错误的地方,什么情况下容易引发IRS auditing,还给了很多实际例子。讲座里还特别讲到,如果是加州,华盛顿州,和纽约州的人群,税务上特别要注意什么。讲完后主讲人又非常耐心地答疑了半个多小时。这么专业的讲座,建议高收入人群一定不能错过。
讲座内容:
  • Year-End Tax Strategies: Practical tips for maximizing deductions as the year comes to a close.
  • 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.
  • 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.
    时间:2023年12月7日周四,12-1pm PT, 3-4pm ET
    报名链接:
讲座来源:https://www.taurus-fin.com/events/2023-year-end-tax-planning-1
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