Simple Tax Strategies Could Save You Thousands on Your Next Tax Return
If you think you’re overpaying taxes, chances are you’re right. It’s easy to get lost when you’re a high-net-worth client with the kind of income and assets that invite complicated tax situations.
What you need, that you won’t get from your local CPA, is a good dose of relevant, up-to-date tax planning.
Join us for this two-day workshop and walk away with:
Dozens of tax strategies and loopholes you can implement into your plan THIS YEAR
Knowledge of the current tax laws and how to navigate them
Insight into the three types of income streams and how they impact your tax burden
An understanding of the red flags that trigger an IRS audit and how to avoid them
Proactive plan to stay ahead of changes and maximize your tax deductions
The amount of aha moments you’ll have are guaranteed to help you avoid costly mistakes and eliminate surprises!
Limited Seating
Save your seat now!
Check your email for exclusive discount codes.
Here’s an overview of what you receive at Tax-Wise:
Business Tax Deductions
Discover the top tax deductions most business owners and investors miss.
Tax-Advantaged Entity Structures
Use your entity structure to your full tax advantage by harnessing the IRS business Tax Code for increased profitability.
Audit Avoidance
Want to stay out of the IRS crosshairs? Learn the top 5 mistakes business owners make that increase their likelihood of an audit.
Liability Reduction
Don’t expose your business to the myriad threats looking to take your hard-won earnings. Learn how to follow all the rules while still seeing MAXIMUM benefits from your entity structures.
Tax Planning
Tax reduction truly begins with tax planning. Learn how to plan for what’s ahead to make the greatest impact on your balance sheet.
NEW Tax Strategies
New tax laws are being produced, and old tax laws are being updated constantly. Get the latest tax rules straight from tax attorneys.
Tickets on Sale Now!
Discover How to Lower Your Taxes Without Being a Certified Tax Expert
GENERAL ADMISSION
$1,997
Ticket Includes:
- Dozens of tax strategies to implement THIS YEAR
- Actionable insights from seasoned tax professionals
- Live Q&A with Anderson’s tax team
PLATINUM
MEMBERS
$997
Check your Email for Discount Code
Your VIP Ticket Includes
- Dozens of tax strategies to implement THIS YEAR
- Actionable insights from seasoned tax professionals
- Live Q&A with Anderson’s tax team
TITANIUM
MEMBERS
$497
Check your Email for Discount Code
Your VIP Ticket Includes
- Dozens of tax strategies to implement THIS YEAR
- Actionable insights from seasoned tax professionals
- Live Q&A with Anderson’s tax team
TAX
CLIENTS
FREE
Your VIP Ticket Includes
- Dozens of tax strategies to implement THIS YEAR
- Actionable insights from seasoned tax professionals
- Live Q&A with Anderson’s tax team
Check your Email for Your
Complimentary Invitation
Have Questions? Call us at 888.629.8876 to speak with a representative.
Anderson Community
What our clients are saying…
Anderson Advisors showed me how to structure partnerships for equal payouts while maximizing my own tax-free benefits.
Francisco B.
We decided to add solar panels to our residence to power our Electric Vehicles. Anderson Advisors helped us take advantage of a 30% tax credit that eliminated my income and earned me a big tax refund.
Justin M.
As a high-income W-2 earner, I needed tax strategies. Anderson showed us how my wife could qualify for REP status, use cost segregation, and structure our rental in a Wyoming LLC—saving us $24K in taxes.
Mike A.
FEATURED IN
Lower Your Taxes to the Legal Minimum!
Agenda
DAY 1 – Thursday, May 29 (9am – 5pm PT)
Finishing Touches on Your Business Entities: You own a company now! Now what?
- Overview of completed filings (state, federal)
- Action items for owners: responsibilities in managing their structure
- Finalizing entities: roles, anonymity, and governing documents
- Key tasks: signing documents, BOI report, ongoing maintenance
- Emphasis on CAP program for continued support
Finishing Touches on Your Trusts
- Overview of various types of trusts (Land Trusts, PRTs, etc.)
- Finalizing trusts: roles, trust agreements, and beneficial interest
- Connecting trusts to living trust for legacy preservation
- Stress the importance of maintaining control over your legacy
Putting Your Structure to Work: Bank Accounts, Funding, and Cashflow
- Review of business structures (LTRs/STRs, LLCs, Trusts)
- Bank account setup and management tips
- Strategies for flipping, wholesaling, and trading
Keep Your Structure Running
- Importance of governing documents and renewals
- Meetings, minutes, records, and annual compliance
- Tax deadlines and filings
- Overview of the Platinum Portal for Anderson’s assistance
DAY 2 – Friday, May 30 (9am – 1pm PT)
Great Books Make Great Tax Returns: Bookkeeping for Business Entities
- Importance of proper bookkeeping for successful tax returns
- Introduction to the Bookkeeping Essentials package
Putting Money Back in Your Pocket: Tax Strategies
- Breakdown of different types of income and tax treatments
- Key tax strategies: Accountable plan, 105b, 280A, REPS, STR Loophole
- Administrative office and other tax-saving methods for business structures
*Topics, speakers, and schedules may be adjusted.
Event
Frequently Asked Questions
Venue/Accommodations
What are the dates of the event?
Thursday, May 29, 9am – 5pm PT & Friday, May 30, 9am – 1pm PT
What airport do I fly into?
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Tickets & Registration
Who can attend?
This is an exclusive event for Anderson clients and requires the purchase of a ticket. Only Anderson Business Advisors clients are permitted to attend.
What is the refund policy?
If you are unable to attend, please contact us promptly at 888-629-8876 so we can offer your spot to other clients.
Can I attend the event virtually?
No, this is only a live event and only offered in person.
General Event Questions
Does the hotel offer parking?
Free parking
Are there any meals provided with my ticket?
Light breakfast snacks in the morning + lunch.
Will all speakers be present at the event, or are they presenting over Zoom or remote?
All speakers at the event will be presenting live and in the room.
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?
We suggest business casual and bringing a sweater or light jacket as ballrooms can be chilly.
Are we allowed to record video/audio at the event?
No, recording or live streaming of the event is strictly prohibited.
I have additional questions about the event, who should I contact?
Please email events@andersonadvisors.com or call 888-629-8876.
Age Limitations
Is there a minimum age limit to attend?
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.
Can I bring my baby/kids?
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
Do you make special accommodations for those with physical limitations?
Yes, please email events@andersonadvisors.com or call 888-629-8876, as soon as possible.
Safety
What happens if I get sick while traveling to the Event and/ or get sick at the Event?
We ask that you notify us and do not attend.