Tax & Asset Protection Workshop


Call 888-629-8876 to speak to an Event Advisor now!

Tax & Asset Protection Course Overview

  • What Is Asset Protection and Why Is It Important?
  • The Differences and Dangers of Various Types of Corporations
  • Why You Need LLCs as a Real Estate Professional
  • How to Properly Set Up Your Retirement for a Worry-Free Future
  • Setting Up Your Retirement
  • Where You Should Create Your Entities
  • Proven Strategies for Real Estate Investors

Who Should Attend

Real estate investors and business owners looking for a basic understanding of how to protect your real estate, business, and personal assets using various strategies taught by expert attorneys and CPAs. This workshop is the first level in our education workshop series. If you have not structured your business or you’re worried about your current structure, we highly recommend attending this event.

Event Pricing

After Attending, You Will…


Have a custom blueprint that outlines the proper structure for your business and assets.

Be able to recognize dangerous risks to your wealth and your profits.

Have the knowledge to create lucrative partnerships with other investors.

Know how to maximize your income and keep the IRS out of your pockets.

Your Featured Presenters

Clint Coons, Esq.

Clint Coons, Esq.

Toby Mathis, Esq.

Toby Mathis, Esq.

Michael Bowman, Esq.

Michael Bowman, Esq.

Aaron Soffer, Esq.

Aaron Soffer, Esq.

Disclaimer: Speakers are subject to change.

Carl Zoellner, Esq.

Carl Zoellner, Esq.

What Past Attendees Have to Say

We wanted to learn about risks to our business and understand the tools we need to help protect our assets. We currently own rental properties and are looking into expanding our business. We are very amazed about how much we are learning at the Tax & Asset Protection Workshop as it is very important for us to learn as much as possible. The speakers were very incredible, engaging, dynamic, high energy, and also very informative. I would highly recommend this workshop to other potential clients and investors.

Ryan and Bruna

Event Location

      Anderson Event Center

1980 Festival Plaza Dr., Ste. 550     Las Vegas, NV 89135

The Westin Oaks Houston at the Galleria

5011 Westheimer At Post Oak
Houston, TX 77056

San Francisco Airport Marriott Waterfront

1800 Old Bayshore Highway
Burlingame, CA 94010

The Westin Galleria Dallas

13340 Dallas Parkway
Dallas, TX 75240


Day 1 Day 2 Day 3
9:00am - 5:00pmSection 1 - Identifying the Threats to Wealth Accumulation | Legal ChallengesRisk Reduction ContinuedWhy Real Estate Investors Love this Tool
BreakSection 3 – Investing in Real Estate with IRA and 401ks | Self-directed IRAs and Qualified Retirement PlansSection 6 – Real Estate Business Tax Strategies | Putting more Money in Your Pocket
Risk AnalyzerBreakBreak
Keeping Uncle Sam out of Your PocketUsing These Plans to Invest in Real EstateSection 7 – Joint Ventures | How to Partner with Other Investors
LunchIRS Issues with IRAsLunch
Section 2 – Reducing Risk | Privacy Shield ProtectionLunchSection 8 – Short Term Investing | Strategies for Investors Who Buy and Sell
BreakSection 4 – Land Trusts | Why Real Estate Investors Love this ToolSection 9 – Long Term Deals | Various Strategies for Specific Investing Situations
Risk ReductionBreakQuestion and Answer
Section 5 – Making the Transition to Generational Wealth | The Importance of an Estate Plan

To download the full PDF schedule Click Here