“Buy. Borrow. Build.” Rich People’s Tax Free Secret
😎May 13, 2025 Tax Planning Workshop
💸“Buy. Borrow. Build.” Rich People’s Tax Free Secret
👵 Not your mom’s retirement plan… but it should be.
Still deciding between buying Mom flowers or getting her a tax-saving strategy?
Why not both?
This Tuesday (May 13), join us for a free Zoom seminar that reveals the juicy secretsof how America’s wealthiest avoid taxes… legally!
ZOOM Info
🎙Speaker: Mike Nie (CPA, CFA, CFP, IRS EA)
🕘 Time: Tuesday, May 13, 2025 | 9–10 PM ET
🔗 Zoom ID: 878 271 2588
🔒 Password: 219219
🌐 www.capabc.org
Acknowledgement and Agenda
Presented in partnership with CAPA-BC & CAPA-NOVA
Senior Village series | Session #8 | In English
In this community tax series, you’ll learn how the rich use three simple steps to grow and pass on wealth:
- Buy assets 💼
- Borrow against them 💳
- And when the time comes... well🪦 (Tax-Free!)
CAPA NoVA Free Tax Seminar: May 2025
10 Takeaways from the 2024 Tax Season – May 6th with VIP Speaker Mike Nie, CPA
As the 2024 tax season wraps up, what lessons can we carry forward into 2025?
Find out in our free virtual seminar as Mike Nie, CPA, CFA, CFP, FRM, SCR, and Enrolled Agent, shares his top 10 insights from this year’s filing season.
🧾 CPA’s Ten Takeaways from the 2024 Tax Season
📅Date: Tuesday, May 6, 2025 [Note: May 6th!]
🕘Time: 9:00 PM – 10:00 PM ET
💻Location: Zoom (details below)
🎙️VIP Speaker: Mike Nie
🌐Language: English
📄Topic: Key highlights, lesson learned, observations, and smarter strategies based on 2024 returns, focusing on Form 1040.
Zoom Info:
Zoom Info:
🔗Zoom ID: 904 983 5892
🔐Passcode: CAPA
Hosted by: CAPA-NoVA (Education & Community)
Use AI Tools to Optimize Your Tax Returns
How AI can revolutionize tax planning and compliance
Ten AI Use Cases in 2024 Tax Returns
Ten AI Use Cases in 2025 Tax Planning
Keynote Speaker
Mike Nie (CPA, CFA, CFP)
Workshop in English
Date:Tuesday, April 1, 2025
⏰ Time: 9:00–10:00 PM ET
💻 Location: Online via Zoom
🔗 Zoom ID: 9049835892
🔑 Passcode: CAPA
Tax Consulting
Smart 1040 can provide 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 Youth and Smart Finance Vision Board event 1/19/2025
Keynote guest speaker Jim Webb (Author, Create A Self-Manifesting Vision Board)
Have you done Vision Boards before, only to have them wind up in your closet along with all those Christmas presents, exercise tools and personal electronics that seemed great during the Holidays? Rev Jim Webb helps you to actually MANIFEST your vision board. Jim uses his book, easy to use guide helps you to understand and use the powerful spiritual principles, and creative spiritual energy that will supercharge your Vision Board into manifestation.
About the Speaker
Guest Speaker:
Rev. Jim Webb is an Ordained Interfaith Minister who serves as the Senior Minister of the Takoma Park Chapel in Silver Spring, MD. He has studied and taught metaphysics for over 30 years and lectures and teaches workshops nationally, sharing the wisdom he has received. He has served as a faculty member of Iyanla VanZant's Inner Visions Institute and taught at the New Seminary in New York. In addition to his Masters of Divinity from the New Seminary in New York, Rev. Webb has a B.S. in Economics from the Wharton School and an MBA from New York University. He has served on the Board of Directors of a Washington DC based AIDS Services Organization and as the Vice President of Marketing for a DC Based information technology firm. His business acumen, spiritual wisdom, and inspiring counseling style have helped countless people to overcome their fears and live with joy, and these experiences combine to help YOU in his latest release "The Soul Of Prosperity".
In addition to his Masters and Doctorate of Divinity from the New Seminary, Rev. Webb has a BS in Economics from the Wharton School and an MBA from New York University. He as served on the Board of Directors of a Washington DC Social Services agency and as the Vice President of an Information technology firm prior to devoting his attention to full-time ministry. His warm, loving demeanor and inspiring counseling style have help countless people to overcome their fears and live with joy.
Jim's website: https://www.revjimwebb.com/
How Vision Board Help You FIRE
A 2025 Vision Board can be an incredibly effective tool for achieving your FIRE (Financial Independence, Retire Early) goal. Here’s how it can help:
1. Clarity of Goals: A vision board provides a clear, visual representation of your financial and lifestyle goals. It might include images of a debt-free life, investment milestones, or the early retirement lifestyle you envision. It helps you prioritize spending, such as cutting expenses, maximizing savings, and building passive income streams.
2. Motivation and Discipline: Seeing visual cues like a beach house, travel destinations, or a debt-free chart can inspire you to stick to your savings and investment plans.
3. Accountability: It reminds you why you're making sacrifices (e.g., skipping unnecessary purchases or working overtime).
Sunday 1/19/2025 3-4 PM Easternhttps://zoom.us/j/8782712588; Password: 219219
4. Tracking Progress: Include progress trackers on the board for goals like savings benchmarks, investment growth, or debt repayment milestones.4. 5. Creative Problem-Solving: Use the vision board to brainstorm strategies for achieving FIRE, like side hustles, optimizing your budget, or new investment opportunities.
six week tax planning class for working famiLIES
Six week agenda (subject to change) W1 to W3
W1. Ten tax planning tips for children and education
W2. Ten tax planning tips for w2 401(K) retirement plans
W3. Ten tax planning tips for small business owners and gig workers
W4 to W6
W4. Ten tax planning tips for rentals and landlords
W5. Ten tax planning tips for 2025 Trump 2.0
W6. Ten tax planning tips for health care and medical expenses
Time and Cost $300
Sunday 9 pm Eastern (1/12/2025 start). Zoom class. Slides and materials provided
Bonus
Tax pro answers your tax filing questions in this six weekly session
Half of your fee will be donated to CAN, an IRS 503(c)(3) non profit organization
Ten Tax Planning Tips before the April 15 filing due date
All Working Class Families and Friends. Happy New Year!
Please join me 9pm ET tonight (Sunday 1/5/2025) for my first workshop in 2025: “Ten Tax Planning Tips before the April 15 filing due date.” I will speak in English. This free workshop is hosted by the Chinese American Network (CAN).
Zoom ID: 870 0788 4849; Passcode: 2024
1. Goal setting for 2025 financial freedom vision board
2. General tax tools and checklist
3. How to find the right Tax Pro in your state
4. Personal / Children / Education
5. Health / Medical expenses
6. Small business Schedule C
7. Rental Schedule E
8. Retirement
9. Early contribute, gift and invest for 2025
10. Set up your small business LLC in 2025
Class recording
https://www.youtube.com/live/VW67mee172A
- Use this site to find your state’s main street tax pro: Main Street Tax Advisor Network; or https://taxadvisornetwork.markjkohler.com/
- Tax planning is a year-long process, rather than an April 15 sprint.
- Tax return information gather checklist