Thank you for your registration! A confirmation email will be sent to your email address. See you soon!

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 21, 2:00pm – 3:00pm, Central 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

Frank Liu

Tax Manager of Zhou Agency

Frank (Yipu) obtained a Bachelor of Management with a major in Financial Management. He came to the U.S. in 2015 to obtain his MBA from Rensselaer Polytechnic Institute and continue to build his accounting career in the U.S. Now he has more than 10 years of accounting experience. He has been working with clients by providing amazing services including tax preparation, auditing, bookkeeping, and consulting.