‼️Attention ‼️ Learn to Optimize Your Family Foundation with Mike Nie – 6-Week Zoom Class Starts May 1st!
We are excited to bring you the 2025 Family Foundation Class Series featuring VIP speaker Mike Nie. This six-week educational series is designed specifically for high-net-worth families looking to optimize their family foundations for tax planning, legacy building, and financial strategy.
Class Details:
• Dates: Thursdays – May 1, 8, 15, 22, 29 & June 5
• Time: 8:30 PM – 9:30 PM ET
• Format: Zoom class with case studies and Q&A
• Cost: $360 per sign-up
• Target Audience: Families with AGI of $200,000+ and children
What You’ll Learn:
1. Ten key IRS rules regarding family foundations
2. Ten documents to make your foundation audit-proof
3. Ten AI use cases for family foundations
4. Deductible expenses and unknown benefits
5. Deep dive into IRS Form 990 PF
6. Donating RSU stocks, using life insurance, and investing in crypto and many more.
Secure your spot today – scan the QR code in the flyer to register! Feel free to share with family members and friends who may benefit.
