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Family synthesis
Family synthesis
Financial tax planning
Financial tax planning
Our team's financial collector, investment consultant, tax division, university application consultant, heritage planning lawyer will give our family and business owners a full range of financial tax and legal planning
Our team's financial collector, investment consultant, tax division, university application consultant, heritage planning lawyer will give our family and business owners a full range of financial tax and legal planning
American companies
American companies
Financial planning
Financial planning
Organizational structure selection for American companies, employee and executive benefits, company retirement plans, company tax plans
Organizational structure selection for American companies, employee and executive benefits, company retirement plans, company tax plans
American Family Financial Planning
American Family Financial Planning
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* Family planning
Comprehensive taxation, risk, flexibility, and many considerations Balanced household asset allocation
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* Family tax planning
Family income tax planning and tax saving strategies
Investment tax planning and tax saving strategy
Tax benefit account selection and balance
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* Real estate
• Buying a house or renting a house
• How to choose the right type of loan
• Taxation of investment housing, asset protection and inheritance planning
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* Children's University Education Cost Planning
How to complete the family income and assets in advance, and maximize the application for bursaries for children
How to choose a suitable education fund account without balancing the use of flexibility, tax benefits, and without affecting the application for bursaries
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* American Family Retirement Plan
Social security, individual and corporate retirement account extraction strategies
After changing jobs 401k Rollover select
Income planning after retirement
Post-retirement medical and long-term care planning
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* American Investment Planning
Common investment options in the United States
Alternative investment and structural investment options
Risk, tax burden and flexibility are decentralized
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* American Family Protection
Health, disability, life insurance options
US family asset protection strategy
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* Wealth inheritance and heritage planning
Wills, selection and establishment of trusts during lifetime
Selection and establishment of irrevocable trusts: ILIT, CRT, Dynasty Trust, QPRT, etc.
Methods and strategies for the inheritance of wealth of different asset types
How American Citizens Inherit Overseas Heritage
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* Overseas asset declarations and gifts
Understand U.S. Overseas Asset Declaration Requirements (FBAR and FATCA Terms
Payments for overseas asset declarations
How to receive overseas gifts and related declarations
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