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Slash Your Taxes.

Protect Your Assets.

Build Your Legacy.

Unlock the Strategies of Leading Investors!

Learn to structure your business for sustainable, long-term growth.

Discover the hidden provisions in the tax code that the wealthiest Americans use to slash their tax bill.

Learn how to shield yourself from predatory lawyers, creditors, and scammers.

Unlock the strategies to create and preserve generational wealth.

Space is limited. Save your seat today!

Renaissance Dallas Hotel

Dallas, Texas

March 27-29, 2025

Discount Code: EARLYACCESS

Anderson Community

What our clients are saying…

Without Anderson, I would have lost millions in a contentious lawsuit.

Literally Millions

Gerald C.

Real Estate Investor

Anderson has helped me provide for generations of family. We’re talking great, great grandchildren.

Marcy P.

Rental Property Owner

Anderson helped me save… let’s just say 6 figures. That’s money in our pocket that would have gone to the IRS.

Gary T.

University Professor, Investor

Speakers

Clint Coons

Founder

Anderson Global

Toby Mathis

Toby Mathis

Founder

Anderson Global

Michael Bowman

Founder

Anderson Global

Karim Hanafy

Karim Hanafy

Nonprofit Tax Attorney

Anderson Global

Jeff Cottle

Senior Attorney

Anderson Global

Gwendy Wolfe

Senior Attorney

Anderson Global

Jonathon Evans

Jonathon Evans

Senior Attorney

Anderson Global

Carter Coons

Attorney

Anderson Global

Asset Protection Strategies for Real Estate Investors

On day 1, you will learn how to use various entities to protect and successfully build simple and effective structures that accomplish the following objectives:

  • How entities can be layered to deliver greater anonymity and increase your ability to borrow
  • Limit a creditor’s recovery to predefined assets
  • Insurance options and why some policies are insufficient
  • How to transfer real estate without incurring transfer taxes or risking lender acceleration of your mortgage

Creative Entity Structures and Generational Planning

Real estate investment planning should never be one-size-fits-all. On day 2, we will take an in-depth look at using specific tools to solve investing challenges and build an overall plan. We’ll cover:

  • How, when, and where to use land trusts, wholesale trusts, and privacy trusts to put deals together
  • Creating joint ventures and raising money
  • Creating a family legacy and reducing tax liability through estate planning and 501(c)(3) organizations

The strategies covered in this session are essential to building better deals and resolving many many roadblocks such as transfer taxes, HOA restrictions, lender acceleration, and personal residence protection.

Real Estate Investment Strategies for Reducing Tax Liability

On day 3, 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 Cost Segregation, 1031 Exchanges, the short-term rental tax loophole
  • Use passive loss harvesting and repair expensing
  • Tax strategies for your personal residence

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.

Venue/Accommodations

Anderson Advisors Tax & Asset Protection
Thursday, March 27 – Saturday, March 29 | 9am – 6pm CT


***We will have important topics being covered until Saturday at 6 PM CT. We encourage anyone leaving Saturday night to book flight reservations after 8 PM CT in order to attend the full event and still make it to the airport on time.

Tickets & Registration


You may cancel your event registration up to 14 days prior to the event with 100% refund of your purchase. If you cancel after the 14 days, you will receive a credit for the amount to be used for any future Anderson services.

No, this is only a live event and only offered in person.

General Event Questions


On-Site Parking: Daily: $22.50 with voucher
Valet: Daily: $40.00

No, meals will be on your own. There will be complimentary refreshments during breaktime.

All speakers at the event will be presenting live and in the room.

You will be able to schedule a consult with an Advisor at the event.

We suggest business casual and bringing a sweater or light jacket as ballrooms can be chilly.

No, recording or live streaming of the event is strictly prohibited.

Please email events@andersonadvisors.com or call 888-629-8876.

Age Limitations


Some of our clients bring their older teenage children and young adult children to our events to begin learning more about real estate and other types of personal investing.

No. We ask that no toddlers or babies are brought into the meeting room as it does become a distraction for others in the room.

Seating


Yes, please email events@andersonadvisors.com or call 888-629-8876, as soon as possible.

Safety


We ask that you notify us and do not attend.