【財經稅務咖啡聽】EP12-家財傳承全攻略：境內外信託×遺贈稅負擔×高資產規劃

高資產家族的財富規劃中，法律與稅務的複雜性往往成為傳承過程中的最大挑戰。從法律架構、稅務負擔到家族溝通，台灣高資產家庭在傳承過程中常見的風險與盲點有哪些？本集節目邀請鄭策允執行董事——專精於家族傳承、信託架構與個人稅務的實務專家，深入解析三大核心議題。主題一：境內外信託的實務運用信託如何成為穩定傳承的工具？境外信託會不會被課 CFC？主題二：遺產與贈與稅規劃台灣遺贈稅率高，該怎麼合法節稅？贈與子女的最佳時機與方式是什麼？如何搭配免稅額與信託工具，達到長期規劃效果？主題三：家族憲法與治理架構什麼是家族憲法？與企業章程有何不同？如何透過治理架構，避免爭產與接班紛爭？主持人：資誠聯合會計師事務所全球稅務服務曾博昇會計師與談人：資誠稅務諮詢顧問公司鄭策允執行董事 #信託 #CFC #遺產稅 #贈與稅 #財富傳承 #家族傳承 #家族治理 #家族憲法 #家族辦公室 -- Hosting provided by SoundOn

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【財經稅務咖啡聽】EP12-家財傳承全攻略：境內外信託×遺贈稅負擔×高資產規劃

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This episode was published on July 7, 2025.

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