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Country Inn of Berkeley Springs located at 110 S Washington Street , Berkeley Springs, WV 25411
https://zoom.us/j/8782712588 Password: 219219
email to help@Smart1040.us
Schedule E deep dive
Section 121 exclusion
Zoom class. Q&A
Help your children understand the power of long term investment
Have you opened a new location, redesigned your shop, or added a new product or service? Don't keep it to yourself, let folks know.
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.
Tax return deadline is coming up. Confused with tax filing forms and rules?
Bring your draft tax forms and receive an answer
Volunteer service. Help hardworking families.
Make your inquiry in general to protect your confidential information
To defray rental expenses. Partial donation to CAPA NoVA, a 501(c)(3)
A seasoned CPA/CFP/CFA/MBA is happy to help you become tax smart.
"Do not strive to get rich; save your wisdom." Proverbs 23: 4.
Mike，这个Smart Finance for Youth 的课太好了，儿子现在会跟我们讨论投资的问题，收入报多少税等等，以前不关心这些的。这个课让他这个年纪的孩子开始想一些美国现实的问题，如何let money works for you， rather than you work for money。 说真的，跟着上了几个星期的课，我自己也受益非浅。谢谢Mike[Worship]，可以看出你花了很多时间作准备工作，辛苦了！ - YM, a mom
暑假和孩子一起参加了Coach Mike的青少年财商系列讲座，大人孩子都受益匪浅！因为现在外面有各种理财的讲座，起初不知能学到什么。但Coach Mike专业认真，根据孩子们年龄几改其稿，深入浅出，分析案例，引经据典，还邀请各种专长的嘉宾来分享，教授了大家很多从他的实战经验中总结的，不为人们熟知的知识,心得和策略。Highly recommend it to students and parents! Let our money start working effectively for our next generation as soon as possible! -- YL, a mom
1. Ten benefits of setting up a family foundation and three disadvantages
2. FF setup walkthrough
3. Hire family members for family foundation: do’s and don’ts
4. Disqualified person and prohibited transaction rules
5. IRS 990 PF tax filing
6. Donate rental property to the FF (500K / 5 = $100K)
7. Use FF to buy employee / board member life insurance
8. Use FF to invest in real estate (property tax free)
9. Use FF to borrow loan against real estate and against life insurance policies
10. Donation rule and charity giving rule
11. Ten activities FF can do
12. Business expenses incurred by FF
Every Tuesday 8:30 p.m. Eastern
Eight strategies to defend your wealth against Three Highs and Four Ds 八大策略，保护您的财富免受三高四D的威胁:
- High Taxation 高税收
- High Inflation 高通胀
- Higher Education 高等教育
- Divorce 离婚
- Debt 债务
- Disability / Death 残疾/死亡
- Drug / Drinking amongst the young people 年轻人吸毒/酗酒
Smart 1040 LLC and CAPA-NoVA host this program to help our hard-working parents to educate our children to be financially accountable, family wealth sustainable and college cost affordable.
Audience: high school students
Cost: $250/eight week. PayPal to firstname.lastname@example.org
Registration: Wednesday Youth Finance Class - Google Forms (https://docs.google.com/forms/d/15qq3pkYundsN2dAd_6uQ3xrBuHLu-Dq98Nnc44ethyo/edit?ts=62a78420)
or QR Code
Eight week class program
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