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Slash Your Taxes.
Protect Your Assets.
Build Your Legacy.

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

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

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

Unlock the strategies to create and preserve generational wealth

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Rosen Centre Orlando

The distinct architecture of Rosen Centre rises high above the landscape; its two open wings welcome all travelers. The luxury hotel marks the center point of business, entertainment, and family fun. It's comfortably stylish setting makes Rosen Centre® the hotel for your meeting and vacation needs. 

Address: 9840 International Dr, Orlando, FL 32819

Phone: (800) 204 - 7234

Main Room:  Executive Ballroom

Being “Not at Fault” Doesn’t Mean You Can’t Be Sued

A fire at a rental property Clint Coons and Toby Mathis owned was traced back to a tenant overloading a power strip. Even though they didn’t cause the fire, they still faced a lawsuit. At the Tax & Asset Protection Workshop, you’ll learn how to structure your real estate holdings so one unexpected event doesn’t put everything you’ve built at risk.

Our Speakers

Toby Mathis

Founder

Anderson Advisors

Clint Coons

Founder

Anderson Advisors

Michael Bowman

Founder

Anderson Advisors

Amanda Wynalda

Attorney

Anderson Advisors

Karim Hanafy

Nonprofit Tax Attorney

Anderson Advisors

Jeff Cottle

Attorney

Anderson Advisors

Gwendy Wolfe

Attorney

Anderson Advisors

Jonathon Evans

Jonathon Evans

Supervising Attorney

Anderson Advisors

Carter Coons

Attorney

Anderson Advisors

Anderson Community

What our clients are saying...

The savings I made day one more than paid for everything I use Anderson for.

Ryan

Every event gets better. Every time I come, I pick up something new.

Soraya

I highly recommend you come directly to one of these events. It's well worth it.

Andy

(Tax & Asset Protection Workshop)

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 LLCs, Land Trusts, Statutory Trusts, Wholesale Trusts, and Corporations

(Tax & Asset Protection Workshop)

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.

(Tax & Asset Protection Workshop)

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, December 03 | 9:00 am – 6:00 pm ET

Friday, December 04 | 7:30 am – 6:00 pm ET

Saturday, December 05 | 7:30 am – 6:00 pm ET


***We will have important topics being covered until Saturday at 6 PM ET. We encourage anyone leaving Saturday night to book flight reservations after 8 PM ET 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

Self Parking: $18.00

Tax & Asset Protection Workshop
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.

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