Seminar資產高增值，在稅務負擔下卻低效率？破解高資產者最常忽略的財富漏洞
Hosted by
Hosted by 04/25/2026
Chinese
Monrovia Office
185 W Chestnut Ave.
Monrovia, CA 91016, Monrovia, California
4 Sessions available
Monrovia
04/25/2026, 02:00 PM (PDT)
Monrovia Office
185 W Chestnut Ave.
Monrovia, CA 91016, Monrovia, California
FREE
What you will learn
資產增值
稅與結構
Event details
Time02:00 PM - 04:30 PM (PDT)
Date04/25/2026 (Sat)
VenueMonrovia Office
當資產成長亮眼，卻被稅務與結構侵蝕，你的資產真的在為你工作嗎？
在州稅與資本利得壓力升高下，如何守住收益，同時放大資產實力？
Location
Monrovia Office185 W Chestnut Ave.
Monrovia, CA 91016, Monrovia, California
Ticket info每位參加者都須報名：每個登記只保留一個座位，若您邀請朋友或客戶一起出席，也請為他們提前登記，以便預留座位。
如報名遇到問題，請提前到場，現場工作人員將協助您完成報名。
Note--
Related topicMeet the Instructors
Philip Hu
CFP®️, Founder, President & Chief Executive Officer美國泛宇集團（TransGlobal Holding Company）創始人兼總裁，擁有超過 30 年金融與財務規劃實務經驗，並持有多項專業證照。長期協助高資產家庭與企業進行全方位財務與資產規劃，其分享重視長期視角與合規原則，致力於提供清楚且可執行的規劃觀念。
Joseph Lee
Senior Vice President | Principal of Retirement Planning and Advanced PlanningSenior Vice President | Principal of Retirement Planning and Advanced Planning
David Guo
Regional Vice PresidentRegional Vice President
Lu Yu
Chief Financial AnalystChief Financial Analyst
FAQ--
Recommend for you
04/26Sun
14:00 - 16:30
【Cupertino】
(Cali Ballroom A&B) 10050 S De Anza Blvd, Cupertino, CA 95014
Scan to register
Philip Hu
CFP®️, Founder, President & Chief Executive Officer
Chinese
In-person
Free
Cupertino
資產高增值，在稅務負擔下卻低效率？破解高資產者最常忽略的財富漏洞
See more
05/24Sun
14:00 - 16:30
【Las Vegas】
6085 W Twain Avenue. Suite 101
Las Vegas, NV 89103
Scan to register
Philip Hu
CFP®️, Founder, President & Chief Executive Officer
Chinese
In-person
Free
Las Vegas
資產高增值，在稅務負擔下卻低效率？破解高資產者最常忽略的財富漏洞
See more
05/31Sun
14:00 - 16:30
【Diamond Bar】
1520 Bridgegate Drive, Suite 108
Diamond Bar, CA 91765
Scan to register
Philip Hu
CFP®️, Founder, President & Chief Executive Officer
Chinese
In-person
Free
Diamond Bar
資產高增值，在稅務負擔下卻低效率？破解高資產者最常忽略的財富漏洞
See more