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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:

Thursday, October 23, 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

Jakob Hnatovic

Senior Accountant of Zhou Agency

Jakob Hnatovic is a dedicated tax professional known for his service-oriented approach. With experience spanning from financial planning and tax return preparation to complex tax strategies for billion-dollar family offices, he brings a wealth of expertise to every client engagement. In addition to serving as chairman of a charitable board, he enjoys exploring business processes in his free time