Webinar Background:

Are you thinking about creating a Family Foundation but not sure whether it is the right move or how to get started? You are not alone.

As a CPA firm that has guided so many clients through the process of creating a Family Foundation, we’ve seen both the enthusiasm and the hesitation when it comes to creating a Family Foundation. In the webinar, we will give you a clear and thorough understanding of how you can leverage a Family Foundation to maximize tax savings and build a lasting family legacy.

Please join our English webinar: "From Tax Benefits to Family Legacy: The Ultimate Guide to Family Foundations."

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:

• Webinar will be in group discussion. 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, 2:00 pm – 3:00 pm Central Time (US & Canada) (GMT -5:00)