family foundation tax planning (5/1/2025 for six weeks)

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Recording, replays, case studies and more

Use Tax Pro AI tools to show case the ins and outs of family foundation

1. Ten IRS rules regarding family foundation (5%, 1.39%, 60%, 30%, 20%, 5 year, 3 year, and more)
2. Ten key documents to make our family foundation audit proof
3. Ten AI use cases regarding family foundation
4. Ten reasonable expenses you can deduct within your family foundation
5. Ten things you don’t know about family foundation
6. Ten family foundation 990 PF tax returns for our deep searching and deep learning
7. How to donate your RSU stocks into family foundation
8. How to establish cash value life insurance within family foundation
9. How to use family foundation to invest in crypto currency
10. How to use family foundation to create career pathway for our children  

 A group of CPAs and FEMA staff talk about how to make donation to the L.A. fire disaster victims and obtain the deserved tax deductions.  

1. Tim Zhao, Giesel and her sister shared their art education (and free classes) to auction youth artwork to raise fund for LA disaster area victims and their children. Their non profit site accepts donation: http://thenyva.org/ 

2. Youshan shared her CPA knowledge of how to make charitable donation as an individual donor or as a business (S or C Corp)

3. Mei shared FEMA’s resources. Chinese hotline available too.

4. I walked through the IRS pub 526 and 3833: Disaster Relief: Providing Assistance through Charitable Organizations

5. CAPA NoVA (a 501c3 non profit) raises funds and support LA victims as well.

https://us02web.zoom.us/rec/share/4fCmXidoVYICYJ3rXSX8VSgCo2K4oI82Hp9sBcGSORwcnMEyWl1Fb7DsNPP_3Gts.xsyVy9t_5451D4vH

Passcode: LA2025fire!

Youshan (CPA), Mei (FEMA) and Mike (CPA)

Sponsored and hosted by CAPA (a 501c3 public charity)

- Ten pros and three cons of family foundation: understand the benefits and challenges

- In-depth case study: deep dive into a super wealthy family’s non profit

- How to set up your own family foundation: DIY flow chart 

欢迎参与CAN公益讲座，探寻家庭基金会的力量！

家庭基金会研讨会
时间： 周日，10月13日
晚上 9:00 - 10:30（美东时间）

你将获得：

1. 家庭基金会的10大优势与3个潜在挑战:
了解如何利用家庭基金会来优化税务和财富传承，同时掌握可能面临的关键问题。

2. 真实案例解析：透视家庭基金会的运作
深入解析一个实际的家庭基金会990-PF表格，帮助你掌握运作中的细节。

3. 从零开始设立家庭基金会: 清晰的分步骤指南，让你在短时间内掌握如何成功设立自己的家庭基金会。

主讲人： Mike Nie (CPA, CFA, CFP, IRS EA)

Zoom ID: 870 0788 4849
Passcode: 2024

不要错过这次深入且实用的学习机会，开启你的家庭基金会之旅！ 

Ten tax deductions for your charity donations to 南开大学华府校友会

Key record keeping by you and by 南开大学华府校友会

Zoom class:    https://zoom.us/j/8782712588; Password: 219219

Here is the recording of non profit workshop dated 9/29/2024. Slides too. 

https://us02web.zoom.us/rec/share/BHsyZfD18K0tqioV-nz5FjwaECThus3s8IXTCH1D0cJzT6tTTY529Hl7esah7ZFR.khSoN13v0S4DiW1T 

Passcode: NKAADC0924!

1. We discussed the powerful tax saving tools of using your income to donate to your family foundation and in turn to a public charity such as NKAADC. 大华府南开校友会(nkaadc.org)

2. We ran ten different situations of donations: cash, securities, meals, and miles

3. We did some mini scenarios.

4. Next cycle Fang Liu and Fang Liu will lead career track discussion in the legal field.

Mike

Sunday 9/29/2024 8pm ET

 大华府南开校友会将为广大华府校友定期举办线上系列活动 - “围炉夜话”。
每期的“围炉夜话”会有一个主题，大家可以通过不同的形式，比如讲座、访谈，互动游戏等等来分享兴趣爱好、介绍生活技巧、探讨职场发展。 欢迎校友们多多提供感兴趣的讨论主题，我们会根据大家的需求来准备活动。希望大家都能积极参与！
 

适逢我们大华府南开校友会获得批准为非盈利机构，我们的“围炉夜话”的第一期将由我们的87校友Mike Nie为大家介绍公益捐赠如何抵税，以及非营利机构的申建程序等。
 

希望围炉夜话系列活动能在谈笑风中，给校友们的生活增添一抹色彩！