EPISODE · Nov 24, 2025 · 33 MIN
EP16 不動產傳承：看清價值、避開誤區-羅澤鈺 會計師
from CFP®俱樂部-理財顧問的交流空間 · host 臺灣理財顧問認證協會
許多長輩早年用一兩百萬買下的房產，經過公告現值調整與區域發展後，如今可能已是千萬、甚至上億的資產。 但多數家庭卻不知道：真正的傳承難題，不只房子，更是稅負與分配。 在本集中，羅澤鈺會計師將帶你深入了解： ✨公寓、華廈、透天的土地持分差異 ✨公告現值十年暴漲帶來的傳承衝擊 ✨房地合一 1.0 → 2.0 你一定要懂的稅制變化 ✨父母沒有立遺囑時最常見的爭議與破口 ✨理財顧問如何用「盤點」協助客戶提前準備 不動產傳承，是理財顧問最需要切入的核心議題。只要數字長出來，就能看見問題，也能找到解方。 -- Hosting provided by SoundOn
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EP16 不動產傳承：看清價值、避開誤區-羅澤鈺 會計師
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This episode is 33 minutes long.
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This episode was published on November 24, 2025.
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