SIX WEEK TAX PLANNING WORKSHOP FOR retirees
CAPA NoVA Sponsored Event
Zoom Class Every Thursday 9pm ET from 10/24/2024
Content (subject to adjustment)
1. Ten 401K and IRA combinations
2. Grandparents tax strategies
3. Ten Social security benefits strategies
4. Longevity, life style, liquidity and loneliness
5. Real estate, retirement, reeducate and rediscover
6. Ten tax strategies for high net worth retirees
Registration
QR Code. $300 tuition. Half donate to CAPA, non profit
Other class feedback
1. 税务专家Mike老师今晚在CAN平台作了一场非常精彩的＂Family Foundation” 各种税务考量的公益讲座，在听众中引起了热烈反响。 尤其是Mike 老师讲到Family Foundation 不仅是税务和财务考量， 也是一种家族传承， 提升孩子和后代格局及life with a purpose 的考量。
开场一分钟，Zoom会场已经爆满。 Youtube streaming 上也有一百二十多位听众。 很多听众提出了非常有质量的问题， Mike 老师一一作了精彩解答。
2. 很喜欢Mike老师的课！我报了这个6周的workshop. Mike教官的课我一直比较喜欢，夏天还报过他的给teenager的财商教育summer workshop。Mike教官是很专业而且头脑非常灵活的税务师，每次准备课程也很用心。夏天我和女儿还上过他的给Teenager的财商启蒙系列。也是6周$300。但是感觉很值得。
3. I can't express my gratitude towards Mike and Chris: over this past year Chris has not only been a friend but an inspiration for me. You and Chris are the most amazing people I've ever met. Thank you Mr. Nie for equipping me with the knowledge to secure a secure financial future, knowledge and wisdom are worth more than any earthly possession. You go above and beyond to teach others not for your own benefit but because you are a good person. I hope that you continue to prosper.
Warmest Regards,
Trevis
Six week tax planning workshop for young pros
Topics to cover
Targeted to 25-35 age group young professionals
1. First job - employee benefits
2. First house - tax savings and credits
3. First marriage - MFJ or MFS
4. First rental - Schedule E
5. First baby - UTMA, 529, ESA and cash value whole life
Bonus content
1. Tax planning around medical power of attorney and living trust
2. Tax strategies for your first LLC or side business or gig income
3. Tax benefits for solo 401(K), HSA and back door Roth IRA
Sponsored by Chinese American Network, a 501(c)(3) non profit
Zoom class. Recording. One sign up, parents listening in for free
Family Centered Real Estate Tax Strategies
Six week workshop
Zoom Class. Thursday in Chinese. Friday in English
9/12/2024 class 1
Topics (subject to change)
1. Schedule E deep dive
2. Section 121 and 1031 exchange combo
3. LLC & S corp and Rental Combo (IRS self-rental safe harbor)
4. Real estate professional – do’s and don’ts
5. Hire your child in rental
6. College campus rental with 529 distribution combo
7. Real estate K-1 case study
8. Real estate legacy planning: “swap until I drop”
9. Cost segregation strategy
10. Property management company strategy
Real Estate Tax Consulting
Experienced CPA provides expert tax consulting services for any tax issue you may be facing. Let us help you find the best solution for your tax needs.
smart money for smart youth 2024 summer (from 7/11/2024)
Zoom class every Thursday 9pm Eastern
Toward high school and college students. Friday 9 pm same content for parents.
Tax matters you should know but college does not teach you
1 大学费用的十个策略
2 如何利用复利增长实现”Let money work for you; not you work for the money!”
3 增富的借款 vs减富的借款
4 十八岁生日要做的十件事
5 富爸爸vs穷爸爸
6 AI 时代的职业人生和财务人生
Thursday English and Friday Chinese for six weeks (9pm Eastern)
Parents listen in for free
Prior year student feedback (Aileen from Columbia University)
S Corp Boot Camp (May 30 to June 21, 2024) – four weeks
Tax Planning
Tax planning strategies for S Corp small business owner
Tax Preparation
Form 1120S deep dive
Bilingual Zoom class
1Zoom class with recording and materials (Thursday in Chinese and Friday in English)
Speakers
Mike and Yinan are both seasoned CPAs (with Big Four prior working experience PwC and Deloitte)
Charity giving back
Half of your tuition (50% of $200) will be donated to non profit such as CAPA.
6-week smart tax training program - LLC & Schedule C
Ten Tax Planning Strategies
1. When to set up an LLC, business plan, board of advisors, employment contract to hire your children, and more
2. Corporate Transparency Act FinCEN filing requirement in 2024 – beneficial ownership information (BOI), and dormant LLC dissolution
3. Auto expense deduction strategies
4. Hire my child by my LLC
5. Payroll requirement if applicable
6. LLC retirement plan (solo 401(K) and matching)
7. Home office strategies
8. Travel on business with family board of advisors
9. Office supplies safe harbor rule
10. Rent your primary residence for business (14-day rule)
1/25/2024 Every Thursday 9pm Eastern for six weeks
Thursday - Chinese
Friday - English
$300 per family
Half will be donated to CAPA or other NPOs
Expert Tax Consulting Services
Steve Parisi walks through a real life case study - cash value whole life insurance
Saturday 12/09/2023: 1-3 pm eastern. We excitedly invite Steve Parisi to walk through coach Mike’s and his son’s Guardian and MassMutual cash value whole life insurance policies. This workshop consummated the 2023 smart family smarty tax series (20+)[Worship][玫瑰]
Zoom code 890 8253 1843
Pin 290 240
Steve is the national expert in CV whole life strategies and structuring. He has God-given talents and a humble persona. He is an excellent public speaker as well.
Meet Our Team - IBC Global (ibcglobalinc.com)
[爱心]Yuyan and many other members
Serve CAPA community tirelessly and selflessly
Tax Tips for Employee Benefit Enrolment
HDHP & HSA, LPFSA, DCFSA, Commuter FSA, Roth 401K, Student Loan, and more
W-2 employees have fewer tax deduction opportunities compared with small business owners. Please do your homework and save tax for our family!
2024 IRS new limits announced
Zoom recording
tax tips for holiday season (Thanksgiving & Christmas)
Tax Planning
Monthly tax workshops
Tuesday 11/21/2023 8:30pm Eastern
Fun to learn; fun to earn
Zoom ID 9049835892; PIN: CAPA
We provide audit-proof workpaper templates: Schedule C, E, home office, auto, donation and more