富過三代必修課
睿豐家族辦公室我們在協助家族做資產傳承方面已經有十多年的經驗，為了提供更完整的家族服務，更建立了【睿豐家族辦公室】，從資產傳承、跨境資產配置、投資理財到教育留學等，全方位地為每個家族量身打造方案，讓家族財富永續，富過三代。 我們將跟您分享跨世代的財富管理、家族企業的發展，以及如何應對不斷變化中的環境，陪您一起踏上富過三代的旅程。 歡迎大家留言給我們，我們很需要大家給我們回饋與建議喔！ 節目固定在⭐️每週四⭐️更新，歡迎訂閱、分享💪🏻 贊助我們：pay.soundon.fm/podcasts/b74a66bb-f761-4830-b3a3-c5dd89ec1eac FB：伊森律師家族辦公室 www.facebook.com/ethanwu.lawyer IG：伊森律師家族辦公室 reurl.cc/65nLxb Line官方帳號：lin.e... more
| Publishes | Weekly | Episodes | 147 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | InvestingBusinessEducation |
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Latest Episodes
爸爸把房子賣給兒子，竟然被國稅局認定是假買賣、真贈與？
為什麼明明簽了買賣契約、完成過戶，還會被認定是贈與，結果卻被國稅局補徵贈與稅，甚至還被處罰？
本集由伊森律師與 Iris，帶大家深入解析：
✔ 二親等親屬間買賣房地產的特殊規定
✔ 國稅局如何判斷「假買賣真贈與」？
✔ 買賣契約簽好了還不夠？真正的查核重點是什麼？
✔ 父母想把房地產傳承給孩子，應該怎麼規劃最安全？
很多人以為資產傳承是在思考如何少繳稅，但真正重要的是如何合法、安全地完成財富移轉。
如果您也有土... more
很多父母都希望把財產留給下一代，
但現實是：如果有3個孩子，財產一代一代分下去，往往只會愈分愈少。
那麼，該怎麼做，才能真正做到「富過三代」？
這一集，我用一個真實案例改編的故事來分享：
✔ 爸爸留下1.5億資產給3兄弟
✔ 小兒子沒有接班公司，只有租金收入與工作薪資
✔ 如何規劃退休後每月20萬元現金流
✔ 如何讓3個孩子成年後每月都有穩定生活費
✔ 如何透過保險與資產配置，打造4.5億元傳承規模
真正的資產傳承，
不是把財產分給孩子而已，
而是讓下一代... more
很多企業主過去會透過「基金會」來控制家族企業股權，一方面希望子孫不分家，另一方面也希望達到節稅效果。
但在現在的法規環境下，基金會真的還適合當成家族控股工具嗎？
這集影片，我會跟大家分享：
✔ 基金會為什麼曾經是熱門傳承工具
✔ 現在法規有哪些重大限制
✔ 董事資格、持股比例有哪些風險
✔ 為什麼一不小心，可能反而失去公司控制權
✔ 基金會還適不適合做家族企業傳承
很多人只看到節稅，卻忽略了「控制權」才是真正關鍵。
如果你是企業主、家族企業、二代接班，這集內容... more
很多企業主會想要成立基金會，據說可以節稅、掌控家族企業股權
但這是真的嗎？
基金會又有哪些稅務上的優惠呢？
就讓伊森律師與Iris來跟大家分享～
睿豐家族辦公室助您順利傳承資產，提升稅務效率
歡迎轉傳給需要的好朋友，大家一起輕鬆做好傳承☺️
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⭐️課程宣傳 ⭐️
【房產傳承暨農地變更實戰班】
報名連結：forms.gle/585gr8yTtB3Wg3W68
辛苦一輩子打拚存下來的房地產，想要傳承下去照顧孩子
但一個不小心，子女... more
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Reviews
- 第28集 居然讓我聽兩遍
感覺遺囑可以解決所有財產問題
保險可以輔助解決部分財產問題
今天這集非常有收穫👍👍👍
Apple Podcasts5粉色真好看
Taiwan2 years ago - 根本是財商必備知識
實務面遇到的財務法律問題：跨國婚姻財富問題、阿公阿嬤傳承財富問題、夫妻之間收到的贈與問題算不算共有財產，在活潑的對話之中，一一揭曉答案，真的是行車、做家事必聽廣播節目
Apple Podcasts5忠實聽眾33Taiwan2 years ago - 清楚明暸的互動說明
👍
Apple Podcasts5豬探張Taiwan3 years ago - 律師娘發問
在第二集中，律師娘幫大家發問了很多聽眾關心的問題，也得到了一些解答，期待下一集喔！
Apple Podcasts5chienwei55Taiwan3 years ago - 拉拉
想問一下伊森律師 有關婚前協議
如果不想再婚前 撕破臉簽 協議書
自行去法院公證財產清冊
這樣是否可以保有婚前財產 謝謝
Apple Podcasts5Lala 3355Taiwan3 years ago
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Apple Podcasts | #66 | Taiwan/Business/Investing |
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富過三代必修課 launched 3 years ago and published 147 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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