2025 Tax Planning Series

one big beautiful bill act (6/8/25 class in english)

A Precursor for a Six-Week Family Tax Savings Program

Sponsored by North America Real Estate Academy. Visit 北美地产学堂-助你财富增长 | 北美地产学堂

Open House Time: Sunday, June 8, 2025 9pm Eastern

Case studies, Q&As, and Tax Pro facetime with you!

Six Week Class Content (subject to change). Teach in English

1. Five tax efficient ways to build up Family Centered Education Funds

2. Five tax free uses with Securities Backed Line of Credit

3. Five financial wisdoms with Family Vision Board

4. Five tax strategies in family-oriented Real Estate Investment

5. Five suggestions in hiring children by Family Business

6. Five tax advantages in setting up a Family Foundation

7. Five generational benefits of Family Trust and Family Bank

8. Five uses with cash value Whole Life Insurance Policies

9. Five ways to handle Health Care and Medical Expenses

10. Five options in family centered Retirement Plans

Recent class feedback

-- This was excellent and very helpful. A few of my friends have used the ‘buy, borrow, and die’ strategy — they don’t worry about market ups and downs at all. Some have even borrowed against their stock portfolios to buy homes. Thank you so much! Mike.

-- Excellent! I liked the flow of the class - start with vision and benefit of family foundation, then to your family foundation experiences and interactive examples. Also loved the way your kids share their stories and what they are learning and experiencing. Your family website gives people virtual example of what they can create for themselves. Overall great content and flow. Thank you and very inspirational - win win - saving taxes, building family bond/legacy and helping others/communities

-- I gained a lot of new insights and was inspired with fresh ideas. Teacher Mike was attentive, dedicated, and thorough in both teaching and answering questions. Beyond just sharing professional knowledge, he encouraged us to reflect on and reevaluate our own financial planning. It was a truly valuable course. Also, appreciate @助教-Marvin ’s good job.
-- This has been a very valuable course. I’ve learned so much—not only about taxation, but also investment principles, retirement plan, financial education for families and children, family financial planning, and more. I will review the classes and put those ideas into the real life practice. Thank you Mike!

-- 我被一堆老鼠会approach过都说他们给我设计的policy怎么怎么好给我讲的天花乱坠可从来不给我讲什么样的policy是好是efficient 什么不是。我是比较难convince的人所以也从来没买过life insurance。这个问题您十分种就讲清楚了。太感谢了

-- 给大家的推荐“不知大家听了他的免费讲座没有。弗吉尼亚州的Mike Nie（持有CPA、CFA、CFP 和 IRS EA 多项权威认证）在美国东部颇有声誉，擅长投资规划与税务筹划，尤其对高收入 W2 群体的合法避税策略有深入研究。他能帮助客户在财富增值的同时有效节税，贯彻“开源节流、稳健增长”的理念，是值得信赖的财务顾问

-- This has been a very valuable course. I’ve learned so much—thank you! I never knew there is “safe harbor” we can use! Also lots of ideas on saving $$ on tax. I will review the classes and put those ideas into the real life practice. Also thanks Marvin for your patience and help!@助教-Marvin

-- Thanx Mike excellent seminar with life changing insights. I’m excited and motivated to change the tack of the sails of my family’s life boat so that the winds of financial wisdom are fully behind us.

-- Hi Mike I attended your workshop on 3/18 and learnt a lot. My kid is only 3 and I definitely cannot let him make the mistakes I made.

“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

OBBBA tax law changes - capa nova monthly event

One Big Beautiful Bill Act (OBBBA)

Mike, CPA

Yinan, CPA