Anderson Business Advisors
Anderson Business Advisors

LIVE & IN-PERSON IN ORLANDO, FLORIDA

TAX & ASSET PROTECTION WORKSHOP

Discover the Hidden Secrets of America's Most Successful Investors

Anderson Business Advisors

Marriott Orlando Airport Lakeside

MARCH 21 – 24, 2024

RESERVE YOUR SEAT!

 Time Until Event: 00:00:00:00

PROTECT YOUR ASSETS. MINIMIZE TAXES.

Maximize income & equity.

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

Discover strategies to protect yourself from predatory lawsuits

Find out how the wealthiest investors profit by understanding the tax code

Discover the secrets of the most successful entrepreneurs, business owners & investors

Discover how to create & preserve generational wealth and build a lasting legacy









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Anderson Business Advisors

We’ll cover topics like:

Simple techniques that place your assets out of reach of attorneys and creditors

Tax reduction strategies to slash your 2024 IRS debt

How to work around the recent Florida ruling limiting LLCs for investment real estate

Remote work tax strategies that can save you $1000s in annual tax liabilities

Unlock massive tax savings in 2024 with proven real estate investor strategies

Stay ahead of new rule changes and safeguard your privacy with one simple technique

Learn how to navigate the real estate landscape effectively with our expert insights

Unlock massive tax savings in 2024 with proven real estate investor strategies

Stay ahead of new rule changes and safeguard your privacy with one simple technique

Learn how to navigate the real estate landscape effectively with our expert insights

FEATURED IN:

Anderson Business Advisors
Anderson Business Advisors
Anderson Business Advisors
Anderson Business Advisors
Anderson Business Advisors

QUICK LINKS:

Pricing

Location

Testimonials

Speakers

Agenda

Overview / FAQ

Pricing

Location

Testimonials

Speakers

Agenda

Overview / FAQ

TICKET PRICING

Tickets on Sale Now!

ALL ACCESS

VIP

GENERAL

$999

PER TICKET

Anderson Business Advisors

SOLD OUT

All Access Tickets Include:

Front Row Seats

Meet & Greet

Breakfast

Lounge Access

Lunch

After-Party

Photos with the Speakers

Priority Early Entry

Complimentary Valet Parking

Signed Best-Selling Books

$799

PER TICKET

Anderson Business Advisors
Anderson Business Advisors

VIP Ticket Advantages:

Everything in General, plus…

Preferential Seating

VIP Registration

Early Entry

VIP Lounge Access

Meet the Speakers

Signed Best-Selling Books

$299

PER TICKET

Anderson Business Advisors
Anderson Business Advisors

General Admission Tickets Include:

4-Day Workshop

Proven Tax Strategies

Asset Protection Solutions

Infinity Investing Day

ALL ACCESS

$999

PER TICKET

Anderson Business Advisors

SOLD OUT

All Access Tickets Include:

Front Row Seats

Meet & Greet

Breakfast

Lounge Access

Lunch

After-Party

Photos with the Speakers

Priority Early Entry

Complimentary Valet Parking

Signed Best-Selling Books

VIP

$799

PER TICKET

Anderson Business Advisors
Anderson Business Advisors

VIP Ticket Advantages:

Everything in General, plus…

Preferential Seating

VIP Registration

Early Entry

VIP Lounge Access

Meet the Speakers

Signed Best-Selling Books

GENERAL

$299

PER TICKET

Anderson Business Advisors
Anderson Business Advisors

General Admission Tickets Include:

4-Day Workshop

Proven Tax Strategies

Asset Protection Solutions

Infinity Investing Day

Questions about tickets?

Contact our Events Team at events@andersonadvisors.com, or call 888.629.8876 to speak with a representative.

LOCATION

Marriott Orlando Airport Lakeside

Ballroom: Grand Ballroom

Address: 7499 Augusta National Drive, Orlando, Florida, USA, 32822

Phone: +1 (407) 851-9000

Virgin Hotel and Casino

TESTIMONIALS

What People Are Saying

“I have learned so much from this company. It is amazing how much educational content they provide to their members. Thanks to Anderson I feel more confident in my real estate investing and tax strategy.”

★★★★★

Robert O

TESTIMONIALS

What People Are Saying

“I have learned so much from this company. It is amazing how much educational content they provide to their members. Thanks to Anderson I feel more confident in my real estate investing and tax strategy.”

★★★★★

Robert O

Featured Speakers

Toby Mathis, Esq.

Toby Mathis, Esq.

Founder, Attorney, Investor, Best-Selling Author

Toby is an attorney on a mission to help investors and business owners keep and grow more. A founding partner of Anderson Business Advisors, Toby helped Anderson grow its practice from one of business and estate planning to a thriving tax practice and registered agent service with tens of thousands of clients nationwide. In addition to advising clients and investing in his own real estate projects throughout the United States, Toby is a member of the Forbes Finance Council and has authored several books, including Amazon Best Selling Book Infinity Investing and Tax-Wise Business.

Clint Coons, Esq.

Clint Coons, Esq.

Founder, Attorney, Investor, Best-Selling Author

As one of the founding partners of Anderson Business Advisors, Clint has grown his legal and tax firm to almost 500 employees by assisting real estate investors with creating and implementing proven strategies to protect their wealth and minimize their taxes. Clint is the author of Asset Protection for Real Estate Investors and his new book Next Level Real Estate Asset Protection. Clint is a member of the Forbes Real Estate Council and an avid real estate investor with hundreds of properties across the United States.

Michael Bowman

Michael Bowman, Esq.

Partner, Attorney

Michael B. Bowman, Esq. is a partner attorney with Anderson Business Advisors who practices in the areas of civil and commercial litigation, wealth preservation, and business and estate planning. He is licensed in the jurisdictions of Nevada, Arizona, and Washington. Michael is a national speaker and educator on topics that include business law, tax and estate planning, as well as the author of How to Start and Run Your Business the Right Way. He has taught thousands of business owners how to properly structure and operate their businesses.

Amanda Wynalda

Amanda Wynalda

Amanda is an attorney licensed in California. Prior to Anderson, she worked in tax, estate planning, family law, and sports/entertainment. As a student at Pepperdine Law, she worked at the IRS Chief Counsel’s office in the Small Business/Self-Employed and Tax Exempt and Government Entities divisions. She regularly presents at our Structure Implementation Series covering tax preparation and planning strategies.

Troy Butler

Troy Butler

Troy Butler is the Senior Bookkeeping Manager at Anderson Business Advisors. He has been with the company since 2017. He joined us as a tax associate, worked his way up to tax supervisor, and then joined the bookkeeping team as the manager of the department. He has over a decade of experience in bookkeeping, tax preparation, and tax advising.

Karim Hanafy

Karim Hanafy

With over two decades of experience in the nonprofit sector, Karim is a seasoned tax-exempt attorney who provides comprehensive legal advice and guidance to hundreds of nonprofit organizations, public charities, and private foundations. He helps nonprofits achieve their goals while complying with the complex and evolving tax laws and regulations that govern their activities.

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.

Erik Dodds

Erik Dodds

In 2001, Erik began his career in financial services, working closely with some of the world’s largest financial institutions and some of the country’s top financial advisors. He helped advisors and clients connect with the right financial institutions through due diligence and financial game planning.

After three years, he was named Vice President of Sales & Marketing. Erik then decided he wanted a closer connection with the people he was really helping: the consumer. He teamed up with a 25-year veteran in the insurance and financial services industry and, in 2008, assumed controlling interest and ownership of that firm.

Erik Dodds is a fiduciary, which means your interests come before his. A fiduciary is legally and ethically bound to act in your best interests.

Jen & Stacy Conkey

Jen & Stacy Conkey

Jen & Stacy Conkey are a real estate powerhouse with two decades of investment experience and an insatiable drive to transform the multifamily education space. Their passion isn’t just in
doing deals—it’s in elevating others to do the same.

Jen, an NLP Master Practitioner and business strategist, doesn’t just offer investment advice; she breaks down mental barriers and reconditions mindsets for unparalleled success. She’s been instrumental in helping investors not only meet but shatter their real estate objectives.

Stacy brings a hands-on, nuts-and-bolts approach to real estate training. From the basics to the complex deal structures, she equips investors with the tangible tools needed to turn ambitions into closed deals.

Aaron Adams

Aaron Adams

Aaron Adams has been a full-time real estate investor since leaving his job teaching High School Spanish in the early 2000s. He has purchased thousands of properties in California, Indiana, Missouri, Texas, Florida, Idaho, Nevada, North Carolina, and Illinois.

Aaron’s multi-million dollar portfolio consists of several thousand properties focusing on single-family homes in blue-collar and middle-class neighborhoods. However, Aaron’s scope of experience includes many apartment complexes, commercial properties, new construction, and mobile home parks.

Ryan Gibson

Ryan Gibson

Ryan Gibson is the CIO at Spartan Investments. His real estate experience includes residential development, self-storage, in-fill, finance, sales, marketing, and investor relations. Ryan is knowledgeable in the tax foreclosure process, development, inherited homes/estates, and real estate syndication.

Agenda

DAY 1 – Thursday, March 21

Creative Entity Structures and Generational Planning

On day 1, 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

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 2 – Friday, March 22

Asset Protection Strategies for Real Estate Investors

On day 2, 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, Series LLCs, Land Trusts, Statutory Trusts, Wholesale Trusts, and Corporations

DAY 3 – Saturday, March 23

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.

DAY 4 – Sunday, March 24

Infinity Investing Day

Infinity Investing is the leader in providing proven, practical real estate and stock market education to create long-term wealth. The Infinity team helps you create passive and active income streams – in a way that fits you, your needs, and your situation.

  • Unlock the keys to investing wisely in stocks and real estate in the current economic climate.
  • Discover hidden, expert passive income-generating secrets of the wealthy!
  • Get started earning money now without having to wait years for new income streams.
  • Unpack the best real estate investing strategies for today’s rapidly changing markets.
  • Level up your portfolio to start generating much more passive income.
  • Get proven, practical real estate & stock investing education to create long-term wealth.

Don’t miss your one chance to join us at our first live and in-person event of the year in Orlando.

Event Overview & FAQ

Venue/Accommodations

What are the dates of the event?
  • Anderson Advisors Tax & Asset Protection
    Thursday, March 21 – Saturday, March 23 | 9am – 5pm ET
  • Infinity Day
    Sunday, March 24 | 9am – 5pm ET

***We will have important topics being covered until Sunday at 5 PM ET. We encourage anyone leaving Sunday night to book flight reservations after 7 PM ET 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?

Yes. Parking is $15/day.

Are there any meals provided with my ticket?

No, meals will be on your own. The Marriott has several 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?

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?

Anderson will have a team of Advisors to meet with you at the event venue.

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.

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.

★★★★★

Jeff G

A much needed solution to the world we live in… I am so grateful for Toby, Joe, Shaena, and the rest of the team who have helped us protect everything we have, and create a legacy for our family!

★★★★★

Brad H

Anderson Advisors saved us thousands of dollars in taxes last year, and helped us legally keep some of our income tax free by leveraging the tax code to our advantage. They really know their stuff, and that’s why we continue to shop with them.

★★★★★

Rick G

Seth saved us thousands of dollars with his financial and structure advice – and the presenters really helped us protect ourselves from a legal perspective.

★★★★★

Catherine S