Coming to Dallas March 27-29, 2025
Slash Your Taxes.
Protect Your Assets.
Build Your Legacy.
Join Us Live & In-Person
The #1 Tax & Asset Protection Event in the US!
Proven Solutions
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!
LOCATION
Renaissance Dallas Hotel
Dallas, Texas
March 27-29, 2025
Limited Time Only
$149/ea
Take Advantage of Early Access Tickets Before They’re Gone!
Discount Code: EARLYACCESS
FEATURED IN
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
LOCATION
Renaissance Dallas Hotel
Address: 2222 N Stemmons Fwy, Dallas, TX 75207
Phone: (214) 631-2222
thought leaders
Speakers
DAY 1 – Thursday, March 27, 2025
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
DAY 2 – Friday, March 28, 2025
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.
DAY 3 – Saturday, March 29, 2025
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.
Event
Frequently Asked Questions
Venue/Accommodations
What are the dates of the event?
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.
What airport do I fly into?
Tickets & Registration
What is the refund policy?
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.
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?
On-Site Parking: Daily: $22.50 with voucher
Valet: Daily: $40.00
Are there any meals provided with my ticket?
No, meals will be on your own. There will be complimentary refreshments during breaktime.
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.