省税其实是个伪命题? 是时候重新看待税务规划了
很多高收入人士在做财务决策时,只盯着两件事:
👉 投资赚得多
👉 税交得少
但现实是,美国的税务系统远不止一个“收益 - 税 = 净收入”的简单公式。
真正的税务规划,是一场关于时间、结构与人生目标之间的平衡游戏。
在这期视频中,Iris 将带你从以下几个维度重新理解“省税”这件事:
✅ 为什么“延税 ≠ 省税”?省的是当下,累的是未来
✅ 有些省税方式,其实你并没有多留钱(比如某些慈善结构)
✅ 真正有效的税务策略,往往需要牺牲流动性、承担一定复杂性或结构风险
✅ 如何根据“这笔钱的用途”来选对工具(退休、传承、慈善)
并分享一个核心理念:
税务规划的重点,不是“交多少税”,而是“你想把钱留给谁?”
📌 本期适合:
高收入人士 / 企业主 / 想做家族资产规划的家庭
📞 想要为自己做一个系统的财税规划?欢迎留言或预约初谈!
Disclaimer:
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.
BCM and LightUp Financial are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
✉️联系方式:
Schedule a meeting with Iris:
https://oncehub.com/IrisSui
Iris's Email:
iris.sui@lightupfinancial.com
Видео 省税其实是个伪命题? 是时候重新看待税务规划了 канала Iris聊退休
👉 投资赚得多
👉 税交得少
但现实是,美国的税务系统远不止一个“收益 - 税 = 净收入”的简单公式。
真正的税务规划,是一场关于时间、结构与人生目标之间的平衡游戏。
在这期视频中,Iris 将带你从以下几个维度重新理解“省税”这件事:
✅ 为什么“延税 ≠ 省税”?省的是当下,累的是未来
✅ 有些省税方式,其实你并没有多留钱(比如某些慈善结构)
✅ 真正有效的税务策略,往往需要牺牲流动性、承担一定复杂性或结构风险
✅ 如何根据“这笔钱的用途”来选对工具(退休、传承、慈善)
并分享一个核心理念:
税务规划的重点,不是“交多少税”,而是“你想把钱留给谁?”
📌 本期适合:
高收入人士 / 企业主 / 想做家族资产规划的家庭
📞 想要为自己做一个系统的财税规划?欢迎留言或预约初谈!
Disclaimer:
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.
BCM and LightUp Financial are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
✉️联系方式:
Schedule a meeting with Iris:
https://oncehub.com/IrisSui
Iris's Email:
iris.sui@lightupfinancial.com
Видео 省税其实是个伪命题? 是时候重新看待税务规划了 канала Iris聊退休
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10 июля 2025 г. 1:55:42
00:04:22
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