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众所周知,我们号的读者大多是长期居住在美国的第一代华人移民,而且大多是高学历高收入高资产
的三高人群。

后台常常收到这样的留言:
所以,小编继续帮大家谋福利,帮大家找到了个超级专业的专门给高收入高净值人群的税务讲座。内容如下。里面特别包含了高收入人群会碰到的equity compensation tax planning, estate planning, investment tax planning, business income planning等话题。
  • 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
    报名链接:
通过讲座方网站报名
讲座来源:https://www.taurus-fin.com/events
讲座方介绍:https://www.taurus-fin.com
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