INSIDER SECRETS: REAL ESTATE TAX & ASSET PROTECTION WORKSHOP
The Largest Tax & Asset Protection Event in North America
AUGUST 9 – 11, 2019 | San Francisco, CA
2 Tickets ONLY $197
What is the Real Estate Tax & Asset Protection Workshop?
SOME OF THE SECRETS YOU’LL DISCOVER AT THIS ASTONISHING EVENT FOR ONLY $197:
How our average client legally saves $12,000 a year in income taxes after overpaying with previous tax advisors!
How to legally make your personal assets “invisible” to anyone trying to take your wealth!
How to avoid the 11 biggest legal and tax mistakes real estate investors make when buying, selling, or leasing properties
How to recognize and avoid costly dangers to your financial freedom!
What most attorneys and CPAs get wrong about real estate investors’ legal risks, and how to build a force field around your personal wealth!
How to turbocharge your real estate profits using methods no one’s ever told you, especially your lawyer and CPA!
Meet Your Instructors
Clint Coons, Esq.
Attorney, Author, & Real Estate Asset Protection Expert
Clint Coons is a founding partner of Anderson Law Group and current manager of Anderson’s Tacoma office. Mr. Coons is noted for his unique ability to take a complicated law or structure and explain it in crystal-clear terms. This, combined with his dynamic speaking and on-camera personality, has made him a favorite at asset protection and tax-related programs across the country.
Naya Zhao
Founder & CEO, LPS Wealth Management and Insurance Service, Inc.
Naya Zhao is a knowledgable real estate investor and successful insurance broker. Her achievements include being recognized as one of the “Top 3 US Agents” and the prestigious international Million Dollar Round Table award. She has a unique approach to diversification of financial portfolios and works with premier tax, real estate, business and estate planning attorneys to protect clients’ assets.
Philip Hu
CFP, Owner & CEO, TransGlobal Holding Company
Philip Hu is the founder of TransGlobal Holding Company and owns the largest Asian wholesale life insurance general agency in the US. Under Mr. Hu’s guidance, his company has held this lead position since 2006. He represents and has direct contracts with over 40 life carriers and is currently working with over 2,000 independent life insurance agents.
Anna Myers
Vice President, Grocapitus
Anna Myers is the Vice President of Grocapitus, a commercial real estate investment company in the San Francisco Bay Area. With her business partner and Grocapitus CEO & founder, Neal Bawa, she approaches real estate through a data science lens to create compelling profits for 1,000 + investors. Grocapitus’ current portfolio is worth over $180 million and includes over 2,000 units/beds across 9 US states.
Disclaimer: Speakers are subject to change.
An Asset Protection and Tax Planning Event Like No Other
DAY 1
Legal Challenges
Every real estate investor is aware that investing can pose a risk to their personal wealth and investments, but understanding that risk essential to developing a plan.
Privacy Shield Protection
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. You will learn how to use land trusts and anonymity-compliant LLCs to boost your overall asset protection plan.
International Finance & Tax-Free Retirement
What is FATCA? What about CRS? How will these impact money flow? Who will be affected and why is money coming back to the US? Join Naya Zhao and Philip Hu as they tackle these and other essential questions for real estate investors including the best tax savings plans for retirement and estate planning.
Entity Protection
One size does not fit all, so why do investors continue to take this approach with their planning? An effective plan requires knowing where to organize, how to organize, and the appropriate type of entity for various forms of real estate investing.
DAY 2
Creative Legal Structures
Putting together an overall protection plan for real estate is more than just setting up entities; it is about developing a comprehensive business plan that works for, and not against, your investing.
Investing in Real Estate with an SDIRA or Solo 401k
Strategies specifically designed for tax-deferred and tax-free accounts allow real estate investors to generate wealth much faster. The key is knowing how to capitalize on your retirement accounts to take your investing to another level.
2019 Real Estate Trends to Turbocharge Your Investing
Anna Myers delivers a power-packed talk about key trends you absolutely MUST know about before you start planning your 2019 and beyond investments. This is a not-to-be-missed investment presentation for both the analytical and opportunisctic investors.
Generational Planning
Structuring the passing of your real estate is imperative to preserving all that you are building. Learn how a simple technique will ensure the wealth you build today will benefit generations of your descendants for years to come.
DAY 3
Avoiding Uncle Sam
The key to building wealth through real estate is understanding the difference between income and taxable income. Through a combination of the right entities and tax strategies, every real estate investor has the potential to increase their income but decrease their taxes.
Joint Ventures
Investing with others poses significant liability concerns for those who do not understand the risks and the importance of managing expectations. Before you partner with other investors to make larger deals, you must know the proper structures to protect your assets.
Land Trusts
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. This tool is essential for all forms of investing and is the second-most-utilized entity after the LLC.
Proud to be Featured in
August 9-11, 2019 / San Francisco, CA
Keep the IRS out of your pockets
Properly structure your business & assets
Recognize risks to your wealth
Create lucrative partnerships & more!
Plus, learn about:
– Tax shelters and tax reduction techniques
– Asset planning
– Corporate structures & LLCs
– New tax laws and how to take advantage of them
– Protecting your investments from lawsuits
– Avoiding probate
– Eliminating stock market risk
– Creating passive income streams with real estate
– Tax-free investing through your own non-profit
CUSTOMER TESTIMONIAL
“This event easily saved us $10k-$20k in taxes!”
Hyrum R.
We know from prior attendees that you will receive so much useful information and be 100% completely satisfied that we are willing to offer you our 100% Money Back Guarantee. If, after attending Day 1 of the workshop, you are not completely satisfied: merely let us know and we will refund 100% of your tuition.
Absolutely the best business, tax, trust, and asset protection attorneys in the country with reasonable fees. Caring, accurate, and knowledgeable advice for any business investor – real estate, taxes, LLCs, and trusts.
We are very happy with the help, guidance and patience that we receive when dealing with Anderson Business Advisors.
I love Anderson, they have been able to walk me through every step of the way for creating my businesses and doing taxes. The best part about them is they don’t just tell you what to do, they educate you on why things are the way they are, and the tax and business laws.
San Francisco Airport Marriott Waterfront
1800 Old Bayshore Highway
Burlingame, CA 94010
Call to speak to a representative +1 (888) 629-8876
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