Tax Saving Strategies and Kid’s Education Fund Preparation” Seminar by Dr. Zhong (CFP) 08/22/2015

Topics:

1) How to Lower the AGI

2) Understand Tax Schedule A,B,C,D,E.

3) Minimize Alternative Minimum Tax.

4) How to do Tax Efficient Investment

5) Gift and Estate Tax Strategy

6) Is 529 a good educational plan?

7) What is a good Strategy for College Financial Aid Planning?

8) How to Maximize the Need Based Financial Aid?

Leave a Reply

Your email address will not be published. Required fields are marked *