LIVE & IN-PERSON IN
Las Vegas, Nevada
TAX & ASSET PROTECTION WORKSHOP
Discover the Hidden Secrets of America's Most Successful Investors
December 5-7, 2024
Room Block Available!
Reserve a room in our room block at Green Valley Ranch Resort Spa and Casino.
Last Day to Book: Monday, November 11th
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Location
Speakers
Agenda
Overview / FAQ
LOCATION
Green Valley Ranch Resort Spa and Casino
Ballroom: Grand Ballroom
Address: 2300 Paseo Verde Pkwy
Henderson, NV 89052
Phone: +1 (702) 617-7777
Featured Speakers
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 founder 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.
Founder, Attorney, Investor, Best-Selling Author
As one of the founders 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, Esq.
Attorney, Best-Selling Author
Michael B. Bowman, Esq. is an 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
Executive Attorney
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.
Karim Hanafy
Nonprofit Tax Attorney
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.
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.
Gwendy Wolfe
Senior Attorney
Gwendy Wolfe is a Senior Attorney with nearly a decade of experience in nonprofit law, asset protection, and operating agreements. An alumna of J. Reuben Clark Law School, she combines her background in litigation and advisory roles to offer expert counsel at Anderson Business Advisors, where she integrates asset protection with tax planning. Passionate about advocacy, Gwendy ensures her clients’ interests are safeguarded. Outside of work, she enjoys reading and spending time with her family.
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.
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?
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?
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?
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@andersonadvisorscom.bigscoots-staging.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@andersonadvisorscom.bigscoots-staging.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.