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所在平台: Udemy |
课程主页: https://www.udemy.com/course/tax-free-degree/
课程评论：没有评论
以下是Coursera课程“您的财务顾问不告诉您的秘密节税想法！”的中文内容摘要： 本课程由35年以上经验的注册理财规划师（CFP）和40年以上经验的注册会计师（CPA）Dave Spence主讲。 Spence先生将分享他为整个2020年代精心准备的宝贵建议，旨在帮助尽可能多的人明智地管理自己的财富。 Spence先生指出，美国正面临一场大多数人未曾预料到的金融危机。随着婴儿潮一代的退休潮、历史性的国家债务、政治僵局和贪婪，以及数十年来最高的通货膨胀和利率，美国正面临收支不平衡的巨大赤字。他认为，为了应对这一“完美风暴”，政府可能会大幅提高所得税，甚至翻倍。 课程的第一部分将回顾美国历史上类似的时期，以及当时如何通过提高税收来恢复正常。接下来的部分将指导学员如何为未来几年可能到来的高税率做好准备并加以规避，使学员仿佛拥有“水晶球”般的前瞻性。 Spence先生承诺将复杂的概念简单化，并提供解答疑问的机会。 课程将通过一个真实的案例，展示一对夫妇如何成功地减少了超过100万美元的未来税负，这是一堂不容错过的“大师课”。此外，课程还将汇集多位国家级专家，包括畅销书作家David McKnight、IRA专家Ed Slott，以及美国前财政部审计长David M. Walker的见解。 Spence先生强调，本课程最重要的意义在于，那些本应向学员提供这些信息、但却因自身利益驱动而不愿透露的“值得信赖的顾问”（如CPA或财务顾问）恰恰是中国语境下被忽略的一环。他将在课程中详细解释其中的原因。 如果学员无法立即说出7种在退休时完全消除税收的方法，那么这门课程就是为此量身定制的。Spence先生诚挚邀请大家报名，期待帮助学员应对未来的财务挑战。
I'm Dave Spence and I've been a Certified Financial Planner for over 35 years... and a CPA for more than 40 years. I've helped thousands of Americans wisely manage their money!After those decades in the trenches helping others one-on-one, I decided to put my best advice for the ENTIRE DECADE of the 2020's into this course, to help as MANY people as I could. And HERE'S WHY:Today, America is facing a financial TRAIN WRECK that most people don't see coming at all.I'm talking about a PERFECT STORM that could FORCE our income tax rates to go UP & UP - PERHAPS EVEN DOUBLING - in order to deal with it.Some of the individual storms coming together are· Baby Boomers Retiring in Waves,· the Highest National Debt in our history, and· Shameful Political Gridlock and Greed in WashingtonCombine those with the highest inflation and highest interest rates we've seen in decades, and there's an UNSUSTAINABLE SHORTFALL between what we take in and what we spend in the U.S.In the first part of this course you'll learn that we have actually been here before in America, and that we used HIGHER TAXES to work our way back to normalcy.In the rest of the course, I'll explain what you can do over the next several years to PREPARE and AVOID the higher taxes others will have to pay. It'll be like having a CRYSTAL BALL when the course ends!You do not need to understand the Tax Code or be a financial wiz. I'm good at making things easy to understand. And I'll happily answer your questions after the course!After I explain the basic concepts, I'll show you a real-life example where a couple was able to reduce their projected future taxes by over $1 Million. You won't want to miss that MASTER CLASS!I'm far from alone in the thinking that I'll be sharing with you. You'll also hear from national experts like best-selling author and blogger, David McKnight, America's IRA Expert, Ed Slott, CPA, and former Controller of the United States, the Hon. David M. Walker at various points in the course.And the MOST IMPORTANT REASON you should take this course is THIS: The trusted advisors that SHOULD be talking with you about this AREN'T! If you use a Tax Professional, like a CPA, for your taxes or a Financial Advisor to help you with your investments, they are actually INCENTIVIZED to NOT tell you what you'll learn in this course. And I'll explain that in detail as well.So, if you can't immediately name 7 different ways to ELIMINATE taxes in retirement, this course is for you. Enroll now - I can't wait to help YOU next! Thanks!
