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資產高增值,在稅務負擔下卻低效率?解析高資產者常見的財富配置盲點
Seminar
資產高增值,在稅務負擔下卻低效率?解析高資產者常見的財富配置盲點
Hosted by
Philip Hu
09/20/2026
Chinese
Courtyard Seattle Bellevue By Marriott
(Ballroom A) 11010 NE 8th Street, Bellevue, WA, 98004, Bellevue, Washington
Choose a session
7 available
Bellevue
09/20/2026 (週日)
02:30 下午 - 05:30 下午 (PDT)
Courtyard Seattle Bellevue By Marriott
(Ballroom A) 11010 NE 8th Street, Bellevue, WA, 98004, Bellevue, Washington
FREE
Join now
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What you will learn
資產增值
稅與結構
Event details
Time
02:30 下午 - 05:30 下午 (PDT)
Date
09/20/2026 (週日)
Venue
Courtyard Seattle Bellevue By Marriott
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
Courtyard Seattle Bellevue By Marriott
(Ballroom A) 11010 NE 8th Street, Bellevue, WA, 98004, Bellevue, Washington
Ticket info
--
Note
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Related topic
高資產族群的節稅與效率優化布局
Meet 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 Planning
Senior Vice President | Principal of Retirement Planning and Advanced Planning
David Guo
Regional Vice President
Regional Vice President
Lu Yu
Chief Financial Analyst
Chief Financial Analyst
FAQ
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