$99 General Admission Tickets on Sale Now! Use code: EARLYBIRD
LIVE & IN-PERSON IN
DALLAS, TEXAS
TAX & ASSET PROTECTION WORKSHOP
Discover the Hidden Secrets of America's Most Successful Investors
Omni Las Colinas Hotel | Dallas (Irving), Texas
JUNE 27-29, 2024
RESERVE YOUR SEAT!
$99 General Admission Tickets!
Use code: EARLYBIRD
PROTECT YOUR ASSETS. MINIMIZE TAXES.
Maximize income & equity.
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
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
TICKET PRICING
Tickets on Sale Now!
SOLD OUT
All Access Ticket Advantages:
Everything in VIP, plus…
SOLD OUT
Early Bird Pricing
Use Code: EARLYBIRD
$299
3-Day Workshop
All Access Ticket Advantages:
Everything in VIP, plus…
Early Bird Pricing
Use Code: EARLYBIRD
$99
$299
3-Day Workshop
LOCATION
Omni Las Colinas Hotel
Ballroom: Las Colinas Ballroom
Address: 221 East Las Colinas Boulevard, Dallas (Irving), Texas, 75039
Phone: +1 (972) 556-0800
TESTIMONIALS
What People Are Saying
“I have learned so much from this company. It is amazing how much educational content they provide to their members. Thanks to Anderson I feel more confident in my real estate investing and tax strategy.”
★★★★★
TESTIMONIALS
What People Are Saying
“I have learned so much from this company. It is amazing how much educational content they provide to their members. Thanks to Anderson I feel more confident in my real estate investing and tax strategy.”
★★★★★
Featured Speakers
Karim also offers practical solutions and best practices on tax planning, compliance, governance, fundraising, grantmaking, and international operations. Karim leverages his LLM in Tax and his former experience as a Tax Law Specialist at the IRS to deliver high-quality and timely service to Anderson clients.
Agenda
DAY 1 – Thursday, June 27
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, June 28
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
DAY 3 – Saturday, June 29
Creative Entity Structures and Generational Planning
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
Don’t miss your one chance to join us at our live and in-person event in Dallas.
Event Overview & FAQ
Venue/Accommodations
What are the dates of the event?
- Anderson Advisors Tax & Asset Protection
Thursday, June 27 – Saturday, June 29 | 9am – 6pm CT
***We will have important topics being covered until Saturday at 5 PM CT. We encourage anyone leaving Saturday night to book flight reservations after 7 PM CT in order to attend the full event and still make it to the airport on time.
What airport do I fly into?
Tickets & Registration
What is the refund policy?
Can I attend the event virtually?
General Event Questions
Does the hotel offer parking?
Yes!
Day Guest Parking: $10/day
Overnight Parking: $18/day
Are there any meals provided with my ticket?
Will all speakers be present at the event, or are they presenting over Zoom or remote?
Will I be able to meet with an Anderson Business Advisor at the event?
You will be able to schedule a consult with an Advisor at the event.
What is the dress code?
Are we allowed to record video/audio at the event?
I have additional questions about the event, who should I contact?
Age Limitations
Is there a minimum age limit to attend?
Can I bring my baby/kids?
Seating
Do you make special accommodations for those with physical limitations?
Safety
What happens if I get sick while traveling to the Event and/ or get sick at the Event?
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