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