***"Family Centered Tax Planning" course Testimonial 12/2023***
I completed Coach Mike's "Family Centered Tax Planning" 6-week course. I am impressed by the depth and coverage provided through this course. This course will teach you a solid foundation for anyone who is interested in either simply saving tax by learning practical tips to set up the system to be more tax efficient. I actually knew some of concepts Mike mentioned in the classes but the way he explains and puts will make you think more and twice on how those can be used.
The course is full of solid content to learn : from family trust , family bank, to family foundation, real estate, and then family education fund/529, HSA etc combined with his way of tax efficient strategies. Coach Mike will not only show you the concept , also will show you how he did it and how it would look like . The content it covers is beyond what was in the list and often time, you will leave the class with full of new things to digest.
Coach Mike is willing to share what he knows and very keen to share his knowledge. A lot of people get to know him through his free sharing but useful seminars. With this class, I get to talk to him more. He is truly passionate the subject and you can feel it.
The better thing is that the class is not just about tax but about how to leverage those tools as financial literacy opportunity to better influence your kids and family. I am still thinking about a few points learned from the class but only for the better.
Lastly, you will not going to do all you learn from this class but you will certainly pick 1 or 2 things to apply. For me, I have laid out the plan to do a few things to be more tax efficient and also use the opportunity to connect the family together.