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PROTECT YOUR ASSETS. MINIMIZE TAXES.Maximize income & equity.
Learn to structure your business for sustainable, long-term growth
Discover strategies to protect yourself from predatory lawsuits
Find out how the wealthiest investors profit by understanding the tax code
Discover the secrets of the most successful entrepreneurs, business owners & investors
Discover how to create & preserve generational wealth and build a lasting legacy
DAY 1 – Thursday, September 26
Asset Protection Strategies for Real Estate Investors
On day 1, you will learn about the use of various entities to protect your current and future assets. You will be taught how to successfully build simple and effective structures that accomplish the following objectives:
Limit a creditor’s recovery to predefined assets with entity planning
How to build a structure that provides complete anonymity of ownership
How entities can be layered to deliver greater protection and increase your ability to borrow
Insurance options and why some policies are insufficient
How to transfer real estate without incurring transfer taxes or risking lender acceleration of your mortgage
Investing specific asset protection and business planning strategies
Some of the tools you will become familiar with include LLCs, Land Trusts, Statutory Trusts, Wholesale Trusts, and Corporations
DAY 2 – Friday, September 27
Real Estate Investment Strategies for Reducing Tax Liability
On day 2, we will shift to the tax side of real estate investing and you will learn how our tax clients successfully use their investments to reduce their taxable income. You will be taught how to:
Qualify for real estate professional status
Take advantage of the short-term rental tax loophole
Use cost segregation to create massive tax deductions
Passive loss harvesting and repair expensing
Understand 1031 Exchange and Other Tax-Deferred Strategies
Tax strategies for your personal residence
Creating the proper chart of accounts for real estate transactions
In addition to learning about multiple creative tax strategies to reduce your taxable income, you will also be taught how to use IRAs and Solo 401(k) to structure your deals for tax-free or tax-deferred investing. The day will finish with capital market options for funding your real estate acquisitions.
DAY 3 – Saturday, September 28
On day 3, we will take an in-depth look at using specific tools to solve investing challenges. Real estate investment planning should never be a one size fits all approach to building out an overall plan. In certain situations, specific entity types are required to take the title and build your portfolio for today and possibly future generations. During this session, we will cover the following:
Estate planning structures specific to real estate investors
How, when, and where to use land trusts, wholesale trusts, and privacy trusts to put deals together
Creating joint ventures and raising money – which to use and how to avoid making costly mistakes
Reduce tax liability, make a societal impact and create a family legacy by donating cash, assets or real estate to a 501(c)(3) organization
The strategies covered in this session are essential to building better deal acquisition. Many roadblocks in terms of transfer taxes, HOA restrictions, lender acceleration, and personal residence protection will be solved.
Don’t miss your one chance to join us at our live and in-person event in Dallas.
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Event Venue & Nearby Stays
Town and Country Resort Hotel, 500 Hotel Cir N,San Diego, California, United States
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