TYPES OF PLANNING 规划类型
Tax Planning 税务规划	☑ Short-range tax planning 短期税收规划 ☑ Long-term tax planning 长期税收规划 ☑ Permissive tax planning 宽松的税务规划 ☑ Purposive tax planning 目的型税收规划
Tax Saving Strategy 省税策略	☑ Tax Credits 税务优惠 ☑ Tax Deductions 税务抵扣 ☑ Tax Changes 税务改革 ☑ Real Property 房地产 ☑ Investment 投资理财 ☑ Children’s Education 子女教育 ☑ Saving Account 省税账户 ☑ Retirement 退休计划 ☑ Insurance 保险 ☑ Trust & Estate 信托和遗产
Income Source 收入来源	☑  Wage Earner 工薪族 ☑  Self-Employed 自雇人士 ☑  Small Business Owners  小企业主 ☑  Entrepreneur 企业家 ☑ Investor 投资人
Asset Allocation 资产配置	☑ Family Asset Allocation 家庭资产配置 ☑ Overseas Asset Transfer 海外资产转移 ☑ Company Asset Transfer 公司资产转移 ☑ Family Wealth Division And Protection 家庭财富分割与保护