新税法对家庭资产规划的影响 Financial Planning Under the New Tax Law

• 新税法对529计划的影响;
• 您的个人税率降低了吗?还有资格逐项扣减吗?
• 重税负家庭需启动的无税退休金账户;
• 有未成年子女的家庭需做好的生前信托;
• 高净值家庭可受益的朝代信托/寿险信托/SLAT;
• 当下的抵税退休计划与未来的RMD对税负的影响;
• 股市风波袭来时能保护退休金少缩水的 ‘Buffer Asset’;
• 新税法给穿透性公司企业主的好处;
• 报税型式是S-Corp好,还是C-Corp好?

上面诸多话题看似零乱,其实可能与您的财务世界息息相关,是特别结合了我们中文学校家长的背景而列出的一些值得关注的方方面面,希望能在讨论中从新税法的角度逐一分析,为您带来比较实用的资讯。

Presenter:霍莉 MBA,金融服务业资深顾问
Member of Million Dollar Round Table; Member of NAIFA; Registered Representative offering securities through NYLIFE Securities LLC; Insurance brokering with all major carriers; Serving Greater New York and helping individuals & business owners to create, build, and preserve wealth.

Co-presenter: Hong Jiang, Sales Agent
New York Life Insurance Company

Sunday, September 23
10-11:30am
CLA 200

Disclaimer