• San Francisca CA 资产规划 Chinese Financial Planning Financial Planning: Updates on Rates, Deductions, Benefits, and Reporting| Wealth Management Financial Consultant tax preparer | 个人收入所得税, 首次咨询免费, 退休规划 子女教育, 投资理财

Digital asset planning Building Wealth Responsibly: Tax Implications for Investors and Property Owners, MarsMoney Yufeng Long 龙宇凤

Investing(投资)

We help you grow your wealth through a variety of investment strategies, including:

· Mutual funds: We help you invest in a variety of assets through mutual funds.

· Exchange-traded funds (ETFs): We help you invest in a basket of assets through ETFs.

· Bond ladder: a portfolio of bonds that mature on different dates. We help you build a bond ladder that provides current income while minimizing exposure to interest rate fluctuations.

Cryptocurrency: We help you invest in cryptocurrencies, such as Bitcoin and Ethereum.

San Jose CA 货币是怎么来的战争如何摧毁货币比特币是硬度最高的货币   | MarsMoney | Bitcoin 数字资产  Digital Assets 报税  Income Tax Preparation in  El Sobrante, San Francisco, Richmond CA

Financial Planning(资产规划)

We help you create a financial plan that meets your individual needs and goals. Our financial planning services include:

· Retirement planning: We help you save for retirement and reach your retirement goals.

· Education planning: We help you save for your children’s education and pay for college tuition.

· Tax planning: We help you minimize your tax liability and ensure compliance with all applicable tax laws.

· Estate planning: We help you protect your assets and ensure that your wishes are carried out after your passing.

San Jose CA 投资  Investing, Stock market  ETF investing  Mutual funds  | MarsMoney | 资产规划  美国资产规划师 Financial Planner in  El Sobrante, San Francisco, Richmond CA

Income Tax Preparation(报税)

We help you file your income tax return accurately and on time. Our income tax preparation services include:

· Individual tax returns: We help you prepare and file your individual income tax return. 

El Sobrante CA Retirement education Maximize Your 2024 Tax Return: Tips for Investors,
El Sobrante CA Retirement education Maximize Your Tax Return: Tips for Investors,

El Sobrante CA 投资Investing Digital asset planning Building Wealth Responsibly: Tax Implications for Investors and Property Owners, MarsMoney Yufeng Long 龙宇凤 tax preparer

• El Sobrante CA 资产规划 Financial Planning Standard deduction Taxes in 2024: A Guide to Rates, Deductions, Credits, and Reporting | MarsMoney Yufeng Long 龙宇凤 tax preparer
• El Sobrante CA 资产规划 Financial Planning Standard deduction Taxes in 2024: A Guide to Rates, Deductions, Credits, and Reporting | MarsMoney Yufeng Long 龙宇凤 tax preparer

Welcome to MarsMoney!

MarsMoney LLC is a firm helping high-net-worth individual clients with financial planning and income tax preparation. Since 2017, we have been providing professional services in northern California and beyond.  We will work with you to create a customized plan for yourself and your family. Get in touch to learn more about my vision and consulting approach.

投资INVESTING资产规划FINANCIAL PLANNING比特币BITCOIN数字资产DIGITAL ASSETS报税INCOME TAX PREPARATION

美元定存一年利息5.6%!#投资

美元定存一年拿5.6%的利息!货币基金现在的收益率挺高,但美联储加息到尾声了,明年降息的时候货币基金的收益率也会随着降低,如何锁住高于5%的利率?银行给的美元定存利率很高,看着眼馋又不想再多开银行账户?看主播演示通过券商账户做美元定存,简洁省事不再多开户就多挣钱!@marsmoney#投资

SERVICES WE PROVIDE

MarsMoney Investing(投资) San Jose San Francisco CAFinancial Planning(资产规划) San Jose San Francisco CAIncome Tax Preparation(报税) San Jose San Francisco CABitcoin(比特币) San Jose, San Francisco CA
Our major service area: San Jose, San Francisco, Oakland, Fremont, Hayward,  Sunnyvale,  Santa Clara,  Berkeley, Richmond, Concord,  Walnut Creek CA, and all bay area, norther California

零风险美债,收益率惊人地高达7.12%,限时限量购买!官网详解 #美债 #投资

美国通货膨胀严重,近期发售的国债 I Bonds收益率高达7.12%!免税!限时限量购买!官网开户步骤详解,还可以给子女购买。

Zero-risk U.S. bonds, with an astonishing yield of 7.12%, can be purchased in limited quantities for a limited time! Official website detailed explanation #US bond #investment

赠予税?遗产税?一次说清楚 #irs

2022年赠予和遗产的终身豁免额是12.06个M,也就是1206万美金。这个限额是每年变化的。赠予和遗产连在一起,生前给出去的叫赠予,去世后留下的是遗产。赠予出去的不超过1千206万美金的情况下,不需要交税但是要付钱请人做繁琐的税表。 干嘛弄出一个赠予税呢? 富豪们不想交遗产税,就想办法在生前把用不到的资产给出去,多数时候是给子女。 税务局也不傻,富豪们生前都把钱都给出去了,以后去哪收遗产税呢。所以弄出一个赠予税来,有钱可以,给出去也可以,但是超过限额要申报。以后再赠予的时候,把以前曾经赠予出去的都要翻出来,重新算一遍。

Gift tax? Estate tax? Let’s talk it through once and for all #irs

同样年收入10万美金,一个交税21000,一个交税12000,为啥?

同样年收入10万美金,一个交税21000,一个交税12000,为啥?
告诉你为什么:同样的收入,有人交税多,有人交税少

With the same annual income of US$100,000, one pays taxes of 21,000 and the other pays taxes of 12,000. Why? Investing IRS

势不可挡!贝莱德13天买入63488枚比特币! ETF收到被制裁地址转来的比特币怎么办?

Title: Unstoppable! BlackRock bought 63,488 Bitcoins in 13 days!

比特币现货ETF交易了13天,贝莱德敛入63488枚比特币,平均每天4884 枚。比特币现在是每天 全世界范围内 只能产出900枚,贝莱德平均一天买入5.4天的产量。这么大笔的买入,比特币的价格却没有大幅的增长?

货币是怎么来的, 战争如何摧毁货币, 比特币是硬度最高的货币 | How wars destroy money, Bitcoin is the hardest currency

我们从出生开始就使用央行发行的纸币,也从来不怀疑某种货币的硬度,不知道自己有选择货币的权力,更不知道自己可以创造新的货币。 政府不用强制人们使用某一种货币,人们会自动找到最合适的货币. 我们使用央行发行的纸币已经使用了好几百年了,当纸币的数量越来越多,硬度越来越弱,就会很自然的 有新的货币来取代它。 我们现在所知晓的、人类历史上最硬的货币是比特币,它绝对不可以超发,挖出比特币相当的困难。
人们用了上百年的时间才适应贵金属到纸币的转换,所以我们也需要一段时间来适应从纸币到比特币的转换,但应该用不了上百年那么长时间。 美国33万亿的债务,近期俄罗斯,中东的战争都是比特币最好的广告。 没有人会强制你使用比特币,但比特币会逐渐渗透到你的生活里。 比特币不需要你,而你非常需要比特币。
#比特币

How did the money come from, how wars destroy money, Bitcoin is the hardest currency

 

 

El Sobrante CA比特币  Bitcoin and other cryptocurrencies  | MarsMoney |  数字资产Digital asset planning 报税  Income Tax Preparation in San Jose, San Francisco, Richmond CA

ABOUT

Committed to Excellence

Asset Planning for the Digital Age

In today’s rapidly changing world, it’s more important than ever to have a sound asset plan. This includes not only traditional assets such as stocks, bonds, and real estate, but also digital assets such as Bitcoin and other cryptocurrencies.

As a top financial consultant in San Francisco, I can help you develop a comprehensive asset plan that meets your individual needs and goals. I will work with you to identify your assets, assess your risk tolerance, and develop strategies to protect and grow your wealth.

I can also help you with the tax implications of digital assets. Digital assets are a relatively new asset class, and the tax laws are still evolving. I can help you ensure that you are in compliance with all applicable tax laws and minimizing your tax liability.

If you are interested in learning more about how I can help you with your asset planning, please book an introductory meeting today.

Standard deduction Taxes in 2024: A Guide to Rates, Deductions, Credits, and Reporting | MarsMoney Yufeng Long 龙宇凤

Here are some of the specific services I offer:

  • Asset allocation: I will work with you to develop an asset allocation strategy that aligns with your risk tolerance and financial goals.

  • Investment selection: I will help you select investments that are appropriate for your asset allocation and risk tolerance.

  • Digital asset planning: I can help you develop a plan for investing in and managing digital assets.

  • Tax preparation: I can help you prepare your income taxes and ensure that you are in compliance with all applicable tax laws.

Contact me today to learn more about how I can help you achieve your financial goals!

帮助客户做资产规划包括数字货币
投资 Investing    资产规划 Financial Planning    比特币 Bitcoin    数字资产 Digital Assets   报税 Income Tax Preparation

 

2024 Tax Season: What You Need to Know (Including Investments, Financial Planning, and Bitcoin) | MarsMoney Yufeng Long 龙宇凤

MarsMoney LLC is a firm helping high-net-worth individual clients with financial planning and income tax preparation. Since 2017, we have been providing professional services in northern California and beyond.  We will work with you to create a customized plan for yourself and your family. Get in touch to learn more about my vision and consulting approach.

2024 Tax Filing Update: Tax rates, Standard deduction, Child benefits, Education benefits, Rental property reporting.

ABOUT ME

Yufeng Long 龙宇凤, CFP (Certified Financial Planner) 美国资产规划师, EA (Enrolled Agent) 美国税务师, Yufeng专职为高净值人士做资产规划以及申报税表。

Yufeng Long 龙宇凤 CFP (Certified Financial Planner) 美国资产规划师 EA (Enrolled Agent) 美国税务师 Yufeng专职为高净值人士做资产规划以及申报税表。

Yufeng Long (龙宇凤) is a Certified Financial Planner (CFP) and Enrolled Agent (EA) specializing in asset planning and tax preparation for high-net-worth individuals. With over 10 years of experience in the financial industry, Yufeng has a deep understanding of the unique financial needs of clients. She is skilled in developing and implementing customized asset planning strategies that help her clients achieve their financial goals.

Yufeng is also an experienced tax preparer who can help her clients minimize their tax liability. If you are a high-net-worth individual looking for professional financial planning and tax preparation services, please contact Yufeng Long today.

ABOUT 《美国财富频道》

《美国财富频道》is an educational video program about investment and financial management launched by MarsMoney LLC. 《美国财富频道》是MarsMoney LLC

推出的一档关于投资理财的教育类视频。