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Go deeper into the tax code to uncover strategies that will change how much you pay

Uncover thousands in potential savings through overlooked deductions, tax breaks, and income-shifting opportunities

Avoid IRS audit red flags by properly documenting your deductions

Work through your own Tax Savings Scorecard with Anderson’s attorneys and tax professionals

Discover advanced wealth strategies for tax-efficient exits, reinvesting, and wealth preservation

Use code: TAX100

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Circa Resort & Casino

Experience the energy of downtown Las Vegas at Circa Resort & Casino, a modern, adults-only destination featuring upscale accommodations, exceptional dining, and world-class entertainment. From its rooftop pool amphitheater to its impressive sportsbook, Circa offers plenty to enjoy beyond the workshop.

Please note that Circa Las Vegas is an adult-only property; you must be 21 or older to enter—your ID will be checked at the entrance.

Address: 8 Fremont St. Las Vegas, NV 89101

Phone: (702) 247 - 2258

Main Room:  Galaxy

Discounted Rooms Available!

Claim your ticket before [---] and enjoy discounted room rates at the Circa Las Vegas

Don't Just Learn Tax Strategies. Calculate What They Could Save You.

Throughout this three-day experience, you'll work through your own Tax Savings Scorecard, identifying opportunities across your business, real estate, and investments.

By the end, you'll have a clearer picture of your potential tax savings and the strategies worth putting into action.

Our Speakers

Clint Coons

Founder

Anderson Advisors

Eliot Thomas

Eliot Thomas

Attorney

Anderson Advisors

Josh Robertson

Josh Robertson

Senior Attorney

Anderson Advisors

Savannah Wallace

Attorney

Anderson Advisors

Barley Bowler

Barley Bowler

Tax Advisor

Anderson Advisors

Anderson Community

What our clients are saying...

Understanding Your Taxes & Uncovering Opportunities

On Day 1, we'll explore how your business structures, income, and real estate investments affect your tax liability—and where valuable tax-saving opportunities may be hiding. You'll begin building your personalized Tax Savings Scorecard to identify deductions and estimate your potential savings.

You'll learn:

  • How corporations and LLCs affect your taxes and opportunities for savings
  • Optimizing salary, distributions, and the 20% Qualified Business Income deduction
  • Using the Augusta Rule and medical reimbursement plans to create qualifying tax deductions
  • Maximizing real estate deductions through repairs, cost segregation, and bonus depreciation
  • How short-term rental strategies and Real Estate Professional Status may help offset other income
  • Identifying and calculating potential savings with your personalized Tax Savings Scorecard

You'll finish Day 1 with a clearer understanding of where your biggest tax-saving opportunities may be and a head start on building your tax strategy for 2027.

Maximize Your Tax Deductions & Avoid IRS Audit Red Flags

On Day 2, we'll explore how to turn everyday business expenses, family payroll, and alternative investments into valuable tax-saving opportunities. You'll also learn how to recognize IRS audit red flags, properly document deductions, and avoid costly mistakes that could put your tax savings at risk.

You'll learn:

  • Using accountable plans to deduct qualifying home office, mileage, travel, and business expenses
  • Hiring family members and creating tax-advantaged retirement savings opportunities
  • How oil and gas investments and qualifying solar projects may provide significant tax benefits
  • Identifying common IRS audit red flags and avoiding mistakes that attract scrutiny
  • Properly documenting transactions, reimbursements, and deductions across multiple entities
  • Calculating your potential tax savings with your personalized Tax Savings Scorecard

You'll finish Day 2 with a clearer picture of your potential tax savings and how to substantiate your deductions while minimizing audit risks.

Advanced Wealth Architecture: Strategic Exits, Investments & Legacy Planning

On Day 3, we'll take your tax strategy beyond annual deductions and explore how to make tax-efficient decisions when selling investments, repositioning assets, funding new opportunities, and transferring wealth to future generations.

You'll learn:

  • Using 1031 exchanges, DSTs, and other strategies to defer capital gains taxes
  • Converting personal residences into rentals and maximizing available tax benefits
  • Advanced retirement strategies, including Mega Backdoor Roth contributions and ROBS
  • Using Charitable Remainder Trusts and estate planning strategies to manage taxes and transfer wealth
  • Tax strategies for active traders, raw land investors, and developers
  • Exploring captive insurance and other advanced opportunities for business owners

You'll leave with a clearer understanding of how to coordinate these strategies into a long-term plan for building and preserving wealth.

Venue/Accommodations

Tax Strategy Masterclass
Thursday, January 21 | 1:00 pm – 5:00 pm PT

Friday, January 22 | 9:00 am – 5:00 pm PT

Saturday, January 23 | 9:00 am – 5:00 pm 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.

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

Parking Garage - Garage Mahal:

Thursday - Commuter Rates:

8 Hours: $37

Weekend - Commuter Rates:

8 Hours: $42

Hotel Guest Self Parking: $25.00 per day. Hotel guests can collect their parking pass at the hotel front desk, and the fee will be added to their room charge.

Hotel Guest Valet:
Valet parking is available for $20.00 per day. Drop-off is at the Porte Cochere on Main Street and Ogden, with pick-up at Garage Mahal.

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

Yes, the Circa is an adult-only property. You must be 21 to enter the hotel and meeting space. Your ID will be requested at the hotel entrance.

No, the Circa is an adult-only property. You must be 21 to enter the hotel and meeting space. Your ID will be requested at the hotel entrance.

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.