Wall Street bigwigs!

After seeing Uma Green off, he drove the car to the parking lot downstairs at Merrill Lynch and returned the keys to Richard.

Richard didn't say anything on the phone; he was working right now.

Green then took a taxi back to his apartment, took a shower, changed his clothes, and drove to a coffee shop near the SATA law firm.

Doug was already waiting here with two other people. Upon seeing Green, Doug immediately stood up and greeted him with a slightly ingratiating manner.

"Hello Mr. Green, let me introduce myself."

This is Attorney Bonn from our firm; their team specializes in financial planning.

As he spoke, Doug mentioned it in a low voice.

"Born and my boss are friends."

This means that Born's advice can be trusted.

Green nodded calmly, then shook hands and exchanged pleasantries with Born and his assistant.

After Doug finished his presentation, he rushed back to the company.

In the morning, right after Morris ended the phone call with Green, he turned around and pulled Doug out of his sleep to give him a notification.

They've pushed through all the deals they could in the near future, and handed over the ones they couldn't to other teams. They're now focusing all their efforts on tracking Green's deals.

After both sides took their seats, Born and his team quickly sized up Green's young face.

He and Maurice were close friends, so when Maurice introduced Green in a serious tone, Born had no choice but to take him seriously.

"Hello Mr. Green, based on the information provided by Morris, I have a general idea of ​​your plan."

I'm very sorry, but due to time constraints, my team has only been able to produce one tax planning document so far.

See, you can ask me any questions at any time.

Born took the folder from his assistant and handed it to Green.

Meanwhile, his assistants all took out their notebooks, ready to record Green's questions at any time.

Anyway, the setup looked much more professional than Morris did yesterday.

Green casually flipped through it, and to be honest, there were too many unfamiliar words in it, and sometimes you couldn't understand it even when you combined it with the context.

Green mentally grumbled about the structure of English words, wondering what the people who created this language were thinking. It felt like many words were just made up.

Unlike Chinese, where you only need to know about 3000 characters to write and communicate fluently, even if you encounter unfamiliar characters or words, you can roughly guess their meaning by combining the context or radicals.

But my English is really bad, especially professional English. The words are long, tedious, and have no logical connection whatsoever.

So male students who aren't good at English can feel free to complain, because English sentence structure really doesn't make any sense.

For STEM students with strong logical thinking skills, it's not your fault for not being able to learn English well; it's all because this thing is a pile of shit.

"You'd better explain it to me in detail. I'll take this document back and read it slowly." Green, acting like a ruthless employer, made his demand.

Upon hearing the request, Born nodded warmly and took out a second identical document, beginning to explain it to Green section by section.

As expected of a top-notch professional tax lawyer, Born spoke in a calm and unhurried tone. He could quote every clause with ease and explained even the most obscure content in a very layman-friendly way.

Anyway, Green roughly understood after he explained it to him.

In general, Bonn meant that while paying taxes was unavoidable.

However, it is possible to reasonably avoid the heavy capital gains tax within the limited legal provisions.

Take, for example, the enormous sum of money Green has earned from the capital market.

Born proposed a strategy of using capital loss deductions and state tax optimization to legally and legitimately avoid taxes before Christmas 1987.

Using the method in the proposal, Born roughly calculated that Green could legally avoid taxes of approximately $880 million.

It must be said that Bonn is a genius among top tax lawyers, able to come up with such a plan in just one day.

Of course, there is a difficult problem that will severely test Green's skills: how to use long-term capital gains to cover short-term floating losses.

Similarly, this is also a difficult problem that Born has presented to Green.

Born pondered deeply after seeing the account settlement statement and transaction history that Morris had handed him yesterday.

Then, he had a burst of inspiration and came up with this plan. He wanted to see if Green was really that amazing.

Of course, all of this was done very discreetly, and Green was completely unaware of Bourne's ulterior motives.

Bourne wasn't stupid either; if Green disagreed, he had a second option.

Although the tax avoidance amount isn't that exaggerated, it's still better than the solutions offered by other tax lawyers.

The atmosphere became somewhat heavy for a moment, and Green frowned as his fingers unconsciously rolled the corner of the document page.

Others thought he was weighing the pros and cons, but in reality, Green had already agreed to the plan after hearing it.

Although he didn't speak at the moment, he was actually constantly searching in his mind for stocks that met the criteria of short-term losses but long-term gains.

After a long while, Green slowly exhaled and looked up at Born.

"You must have other options, right? Show them to me. Don't worry, whichever option I choose, this order is yours."

Green gestured to Born with the documents in his hand.

Born frowned slightly and truthfully stated his opinion, then gestured to his assistant.

"There is indeed another plan."

Green took the second proposal and compared it with the first one, but the more he looked at it, the more ordinary it seemed.

It's like eating a delicious and flavorful hot pot first, and then immediately eating a bland Cantonese dish. The flavors are completely overwhelmed, and the food tastes utterly tasteless.

Moreover, this second plan is a long-term plan, and if you look closely, you can see that it is a supplementary plan to the first plan.

Green seemed to understand, raising an eyebrow and looking at Bourne with a strange expression in his eyes.

[Damn it, I've been seen through!] Born thought to himself, this young man is too monstrous.

"Although I'm not very familiar with US tax law, I don't think a tax lawyer could come up with this kind of solution alone, right?"

Green placed the file on the ceramic tabletop and tapped it with his finger, his tone both teasing and slightly authoritative.

As Green said, a simple tax lawyer cannot handle the strategy of capital loss deduction + state tax optimization; a top-notch CPA (Certified Public Accountant) is needed to handle it.

In the United States, there's a simple common sense rule: don't let a CPA handle an audit, because they can easily revoke the employer's credentials and send them to jail for up to 5 years.

Conversely, it can also be understood as: don't let tax lawyers do the daily bookkeeping, otherwise the entire company's financial system will collapse.

Born waved to his assistants, who were all shrewd enough to apologize to Green and immediately move the coffee to another table, leaving enough space for the boss and employer.

Green was somewhat surprised, wondering if there was more to the story.