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Webinar Agenda:

  • How to Really Save Tax Through Your Family Foundation?

    · Why is a Family Foundation the most effective way to save on taxes?

    · How to donate to your Family Foundation for optimal tax benefits?

  • What Should be Considered When Operating a Family Foundation?

    · What is the 5% spending-down rule?

    · How to avoid self-dealing?

    · What are the annual filings to maintain compliance?

  • How to Establish Your Foundation as a Family Legacy?

    · How do you pass it on to your children?

    · What are the options for a succession plan?

  • What is the Process of Setting Up a Family Foundation?

    ·      What are the key steps in establishing a Family Foundation?

    ·      What is the latest deadline for the setup to enjoy tax benefits?

Webinar Format:

  • After the webinar, you can also book a 15-minute one-on-one FREE consultation!

  • If you cannot attend due to time constraints, we will send the webinar recording to your email after registration.

Webinar Time:

Tuesday, October 29⋅2:30pm – 3:30pmCentral Time (US & Canada) (GMT -5:00)

Presenters:

Justine Zhou

CEO of Zhou Agency

Justine is a senior registered accountant (CPA) with 30 years of experience in taxation, real estate investment, and insurance finance. As one of the few accountants who understand both taxation and retirement planning, real estate investment, and insurance finance, Justine is skilled at simplifying complex professional issues and integrating her multidisciplinary knowledge reserves to provide clients with comprehensive consulting services.

Justine Zhou

Byron Lai

Byron Lai is the founder of Inspiral Foundation, a charity focused on empowering youth through education, scholarships, and creative challenges. With over 25 years of experience in the technology sector, Byron has worked with leading organizations to implement innovative solutions. His passion for community impact drives his work at Inspiral, where he helps young people unlock their potential and make a positive difference in society.

Peng Guan

Having immigrated to the United States in 2008, he completed my PhD at Brown University in 2012 and worked as a software engineer in the Bay Area. Recently, he've delved into the concept of family foundations. The idea of using a foundation to preserve and grow family wealth aligns closely with his personal goals. He've gained valuable hands-on experience establishing and investing in a family foundation with a variety of asset classes.