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CAPA nova tax planning workshop (6 weeks)
Family Tax Planning Series – The One Big Beautiful Bill Act
SMART = Strategies to Master Assets and Reduce Taxes
Tax Planning Training
· Dates: September 11, 18, 25, October 2, 9, 16 (Thursday nights)
· Time: 9:00 PM ET
· Format: Zoom (six-week series in English, recording replays, slides and templates)
This series will cover timely and practical strategies for families, business owners, and investors under the new OBBBA framework.
Registration Fee: $480 per family
Educational and training expense may be deductible from your business or rentals. Half of the proceeds will be donated to CAPA, a public charity.
Topics to Cover
- One Big Beautiful Bill Act: the good, bad, and ugly
- OBBBA: permanent tax provisions
- OBBBA tax planning tips for seniors
- OBBBA tax planning tips for education
- OBBBA tax planning tips for Gen Z
- OBBBA tax planning tips for real estate investors
- OBBBA tax planning tips for small business owners
- OBBBA tax planning tips for hiring family members as employees
- OBBBA tax planning tips for nonprofits (such as family foundations)
- OBBBA tax planning tips for medical or health-related expenses
- OBBBA tax planning tips for Trump Account
- 2025 year-end tax filing tips under OBBBA
【税务公开课】大美丽法案通过， 小业主如何加倍省税！
8月17日美西6pm-大美丽法案通过小业主如何加倍省税
讲座日期: Sunday 17th of August 2025 06:00 PM(美西时间)
🎉大美丽法案落地！小企业主省税攻略来啦📣
🔥8月17日（周日），财税大神Mike Nie开讲！
CPA/CFP/CFA/FRM多证加持，专业度拉满✅
Small Business Tax Preparation
✅税表C详解 | ✅差旅/用车抵扣
✅S Corp考量 | ✅雇孩子抵税
✅健康险抵扣 | ✅SOLO 401K攻略
通通帮你讲透！
⏰准时蹲守：
美西6pm | 美中8pm | 美东9pm
💵投资人学会利用公司这个省税利器
💵小业主想抓住政策红利，少缴税多留钱？
🔥这场直播千万别错过！💸
直播联系小助手Lucia: 微信号beimeidichan5
分享嘉宾
Mike Nie
CPA (VA, MD, DE)
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Financial Risk Manager (FRM)
Enrolled Agent (EA)
MBA in Finance
Book Author: Smart Family Tax Guide, ISBN 978-1-966261-04-951999
Family Tax Plan Strategies under the One Big Beautiful Bill
Two CPAs Fireside Chat
We are excited to invite you to an exclusive Fireside Chat on:
📅 Date: Tuesday, August 12, 2025
🕘 Time: 9:00–10:00 PM ET
💻 Location: Zoom – Join from anywhere!
🔑 Zoom ID: 9049835892
🔑 Passcode: CAPA
Featured VIP Speakers:
- Mike Nie, CPA – Expert in tax planning & wealth strategies
- Sherry Gou, CPA – Specialist in family and business tax solutions
Ten FAQs about OBBB
- Sherry. You have run many YouTube videos on this subject. Which tax clause gets most attention?
- About SALT. What to do if combined AGI exceeds $600k?
- Car loan $10 k interest. What to do if AGI exceeds the limit?
- Lifetime estate exclusion $15 million. What’s the implications of annuity vs life insurance?
- Bonus depreciation and 179 depreciation. Which works better for small businesses?
- Student loan limit to $200k. What is the solution?
- Tax brackets become permanent. What does that mean to Roth conversion?
- QBI - what about business with thin profit?
- Trump Account: is it a real deal or a tax trap?
- Tax code written by pencil. What if tax law reversed four years later?
Obbba and 529 plans
CAPA-BC Tax Planning Workshop #11
OBBBA and 529 Plan Expanded Benefits
Speaker
Mike Nie, CPA, CFA, CFP, IRS Enrolled Agent
Author, “Smart Family Tax Guide,” ISBN 978-1-966261-04-9_51999. Available at Amazon in September 2025.