$99 Earlybird General Admission On Sale Now! Use code: EARLYBIRD
LIVE & IN-PERSON IN
Las Vegas, Nevada
TAX & ASSET PROTECTION WORKSHOP
Discover the Hidden Secrets of America's Most Successful Investors
EXCLUSIVE PRE-LAUNCH $99 TICKETS!
Green Valley Ranch Resort Spa and Casino | Las Vegas, Nevada
December 5-7, 2024
PROTECT YOUR ASSETS. MINIMIZE TAXES.
Maximize income & equity.
Learn to structure your business for sustainable, long-term growth
$99 Earlybird on sale now!
Use Code: EARLYBIRD
We’ll cover topics like:
Reduce tax liability, make a societal impact and create a family legacy by donating cash, assets or real estate to a 501(c)(3) organization
TICKET PRICING
Tickets on Sale Now!
$1,299
SOLD OUT
All Access Ticket Advantages:
Everything in VIP, plus…
SOLD OUT
Use Code: EARLYBIRD
$299
3-Day Workshop
$1,299
All Access Ticket Advantages:
Everything in VIP, plus…
Use Code: EARLYBIRD
$99
$299
3-Day Workshop
LOCATION
Green Valley Ranch Resort Spa and Casino
Address: 2300 Paseo Verde Pkwy
Henderson, NV 89052
Phone: +1 (702) 617-7777
TESTIMONIALS
What People Are Saying
The community you want to be a part of!
What’s amazing about this seminar is there are so many people who have been here for years and years. And that’s what I like in partnerships, too. I’m looking for a partner to grow with, and it feels like a partnership here. That’s the kind of community you want to be a part of as you build your portfolio.
★★★★★
Dennis H.
Attending the event live…
I love to network and feel the energy in the room! They have a lot of inspirational and like-minded people. It’s great asking questions to the advisors and the attorneys. This makes it easier to get feedback and clarity right away. Networking at events like this, I’m learning about other ways to generate income. Being able to implement those strategies, I feel really empowered and solid in our investing future.
★★★★★
Lisa F.
We’ve been with Anderson for almost 6 years!
We started our business with no entities. Now we have a blueprint full of boxes. I now have LLCs and C-corps. Everything that helps us grow our businesses in order to achieve our goal. We’ve been with Anderson for almost six years now.
★★★★★
Jume P.
I have a lot of respect for their organization!
I love what they do and what they teach, and I learned many strategies from Anderson. It has been helpful for me and my business, and I have a lot of respect for their organization.
★★★★★
Kinite M.
I have been in business for 33 years. In construction, both commercial and residential, I purchase homes to fix and flip. I never thought I wanted to hang on to them, to be a landlord, and to rent. I have employees. Why do I need renters? Well, Anderson really changed my mindset on that, that it’s an asset category that would really benefit me. I then established the structure correctly. It really has been a very pleasant experience!
★★★★★
Michelle W.
Anderson set up our trust. My wife and I set this up for our kids. They advised on how to make sure they got the money in a responsible way. So, you just feel like you’re covered. You feel like you don’t have any worries and that things will be okay. It’s invaluable.
★★★★★
William O.
Featured Speakers
Attorney, Best-Selling Author
Executive Attorney
Nonprofit Tax Attorney
Karim also offers practical solutions and best practices on tax planning, compliance, governance, fundraising, grantmaking, and international operations. Karim leverages his LLM in Tax and his former experience as a Tax Law Specialist at the IRS to deliver high-quality and timely service to Anderson clients.
Jonathon Evans
Senior Attorney
Jonathon Evans decided early on to become a lawyer in a field where he could make a difference. Drawn to estate and business law by mentors who seemed both fulfilled and full of compelling stories, he earned his Juris Doctor from J. Reuben Clark Law School at Brigham Young University. Joining Anderson Advisors in 2020, Jonathon specializes in estate planning and asset protection, blending his legal expertise with personal experience as a stock market and real estate investor. As a Senior Attorney, he finds great satisfaction in offering exceptional, personalized service to help clients safeguard their investments and build lasting legacies.
Jeff Cottle
Senior Attorney
Jeff is one of our Senior Attorneys at Anderson Business Advisors. He is a transactional attorney who specializes in strategic planning for real estate investors and business owners with a focus on asset protection and tax planning. He has unique experience and interest in the areas of healthcare and all things contracts. Jeff has an analytical mind and an accessible personality, allowing him to develop rapport with clients while helping them to understand complex legal principles. He enjoys using the practical side of the law to prevent potential problems before it’s too late.
Carter Coons
Attorney
Carter Coons brings a wealth of experience and expertise to his role, particularly in entity formation, asset protection, and taxation. His passion lies in helping clients navigate the complexities of the legal system, shielding them from frivolous lawsuits and other potential pitfalls. Before joining Anderson, Carter honed his skills as a tax attorney at Deloitte. Additionally, his upbringing in a family deeply entrenched in the real estate industry—spanning three generations—has provided him with invaluable insights into investment strategies and real estate matters.
Agenda
DAY 1 – Thursday, December 5
Asset Protection Strategies for Real Estate Investors
On day 1, you will learn about the use of various entities to protect your current and future assets. You will be taught how to successfully build simple and effective structures that accomplish the following objectives:
- Limit a creditor’s recovery to predefined assets with entity planning
- How to build a structure that provides complete anonymity of ownership
- How entities can be layered to deliver greater protection and increase your ability to borrow
- Insurance options and why some policies are insufficient
- How to transfer real estate without incurring transfer taxes or risking lender acceleration of your mortgage
- Investing specific asset protection and business planning strategies
- Some of the tools you will become familiar with include LLCs, Land Trusts, Statutory Trusts, Wholesale Trusts, and Corporations
DAY 2 – Friday, December 6
Creative Entity Structures and Generational Planning
On day 2, we will take an in-depth look at using specific tools to solve investing challenges. Real estate investment planning should never be a one-size-fits-all approach to building out an overall plan. In certain situations, specific entity types are required to take the title and build your portfolio for today and possibly future generations. During this session, we will cover the following:
- Estate planning structures specific to real estate investors
- How, when, and where to use land trusts, wholesale trusts, and privacy trusts to put deals together
- Creating joint ventures and raising money – which to use and how to avoid making costly mistakes
- Reduce tax liability, make a societal impact and create a family legacy by donating cash, assets or real estate to a 501(c)(3) organization
The strategies covered in this session are essential to building better deal acquisition. Many roadblocks in terms of transfer taxes, HOA restrictions, lender acceleration, and personal residence protection will be solved.
DAY 3 – Saturday, December 7
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 the short-term rental tax loophole
- Use cost segregation to create massive tax deductions
- Passive loss harvesting and repair expensing
- Understand 1031 Exchange and Other Tax-Deferred Strategies
- Tax strategies for your personal residence
- Creating the proper chart of accounts for real estate transactions
In addition to learning about multiple creative tax strategies to reduce your taxable income, 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.
Don’t miss your one chance to join us at our live and in-person!
Event Overview & FAQ
Venue/Accommodations
What are the dates of the event?
- Anderson Advisors Tax & Asset Protection
Thursday, December 5 – Saturday, December 7 | 9am – 6pm PT
***We will have important topics being covered until Saturday at 6 PM PT. We encourage anyone leaving Saturday night to book flight reservations after 8 PM PT 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?
Can I attend the event virtually?
General Event Questions
Does the hotel offer parking?
Hotel Guests: Free
Guests: Free
Are there any meals provided with my ticket?
No, meals will be on your own. Green Valley Ranch restaurant options – click here for a list of options.
Will all speakers be present at the event, or are they presenting over Zoom or remote?
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.