Circle of Wealth
Time & Location
About the Event
Presented by: Suzanna Lam, tax CPA
Synopsys: If what you thought to be true about money turned out NOT to be TRUE, when would you want to know?
Why do I need to know about this stuff?
There are many ways where we end up transferring wealth unknowingly and unnecessarily. Would you like to learn how to end this phenomenon?
Will I save money as a result of learning about this stuff?
This seminar will open your eyes to new ways to increase your wealth, not necessarily through investments or "products", but through sound management technique.
Is this the only class to learn this stuff?
Yes, for now.
Suzanna is a mother of 3 children, 18, 16 and 6. As a working mom, she understands the importance of knowing this mantra: how much you keep matters more than how much you make. Given that 1/3 of her first paycheck from McDonald's went to an Unknown Black hole called Taxes back in 1989, she was on a mission to learn exactly how the wealthy finds legal ways to avoid this black hole so they get to keep more of what they make and still play golf on a beach.
With National debt keeps piling up to be $23T as of December 31, 2019, she is very certain that tax rates have nowhere to go but up. The White House 2019-2020 budget confirms this fact.
Equipped with this knowledge, Suzanna is passionate about educating the middle class families tax strategies that work, tested and proven in various tax jurisdictions in the US.
She is a tax CPA with 24 years of tax experience in 3 out of the Big Four, a Master in Taxation from San Francisco State University with experiences in many areas of taxation including but not limited to individuals, corporations, domestic tax issues as well as mergers and acquisitions, state and local and international issues.
She is also a book author for the series Millionaire Baby Cracking the Wealth Code, which is an educational fictionalized financial education series which she spearheaded at the end of 2015. By using fictional characters in this series she has made the process of learning about money both entertaining and educating at the same time. She just recently wrapped up the third book in the series called A Double Kaching Wedding. All her books are available on Amazon.