$99 Earlybird General Admission On Sale Now! Use code: EARLYBIRD
LIVE & IN-PERSON IN
San Diego, California
TAX & ASSET PROTECTION WORKSHOP
Discover the Hidden Secrets of America's Most Successful Investors
Town and Country Resort | San Diego, California
September 26-28, 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
$99
3-Day Workshop
$1,299
All Access Ticket Advantages:
Everything in VIP, plus…
USE CODE: EARLYBIRD
$99
3-Day Workshop
LOCATION
Town and Country Resort
Ballroom: Town & Country A/B
Address: 500 Hotel Circle
North San Diego, CA 92108
Phone: +1 800-772-8527
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
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.
Agenda
DAY 1 – Thursday, September 26
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, September 27
Real Estate Investment Strategies for Reducing Tax Liability
On day 2, 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
DAY 3 – Saturday, September 28
Creative Entity Structures and Generational Planning
On day 3, 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
Don’t miss your one chance to join us at our live and in-person event in San Diego.
Event Overview & FAQ
Venue/Accommodations
What are the dates of the event?
- Anderson Advisors Tax & Asset Protection
Thursday, September 26 – Saturday, September 28 | 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: $10.00 per car, per day
Local Guests: $5.00 per hour per car, not to exceed $10.00 per car per day, paid by individual
Are there any meals provided with my ticket?
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.