The Leading Tax & Asset Protection Workshop in North America
August 9-11, 2019 | Burlingame, CA
Discover the tax reduction and asset protection strategies the super-wealthy use to grow their holdings for generations.
Special discount for VIG Members, just $297 for the full 3-day workshop -- a 70% savings!Book Your Seat Now
Are you a real estate investor or business owner? Learn how to protect your real estate, business, and personal assets using various strategies at the Tax & Asset Protection Workshop.
This workshop is the first level in our educational workshop series. If you have not structured your business or you’re worried about your current structure, there’s a good chance you’re losing thousands of dollars every year and exposing yourself to unnecessary risk.
Join us at the Tax & Asset Protection Workshop, and learn how to protect yourself and your business!
Every real estate investor is aware that investing can pose a risk to their personal wealth and investments, but understanding that risk is key to developing a plan. In this section, you will learn the various threats and legal trends that put you and your investments/assets at risk.
They can only take what they can find. A key component of every effective asset protection plan is making yourself appear worthless to your potential creditors.
Self-directed IRAs and qualified retirement plans (QRPs): breaking down the differences between these very different tax-deferred investing options.
Land trusts are the most used, but least understood, tool real estate investors have in their investing toolbox. If properly used, the land trust can solve many issues with transferring and owning property.
Structuring the passing of your real estate is imperative to preserving the wealth you are building. In this section, you will learn how a living trust is the foundation of all planning and how the provisions you incorporate today can have a meaningful benefits for years to come.
It’s not what you make, but what you KEEP. Real estate investors struggle to find accurate and relevant advice when it comes to taxes. Have you wondered why? It’s simple – most CPAs are not investors. In this section, you will learn how to maximize deductions, structure your return to preserve your investor status, and make tax-free income.
Investing with others poses significant liability concerns for those who do not understand the risks and the importance of managing expectations.
The greatest tax threat to short-term real estate investing is being classified as a dealer; however, this is easily avoided with the proper structure.
Investing long-term in real estate requires having knowledge of the appropriate structure from both a legal and tax perspective. Many investors have made mistakes when it comes to selling their property because the structure they originally set up for protection is killing them on their sale.