February 22-24, 2019 / Dallas, TX

TAX & ASSET PROTECTION WORKSHOP 2019

The Leading Tax & Asset Protection Workshop in North America

RESERVE YOUR SEAT NOW!

“Discover the tax reduction and asset protection strategies the super-wealthy use to grow their holdings for generations.”

WHAT IS TAX & ASSET PROTECTION WORKSHOP?

Are you a real estate investor or business owner? Learn how to protect your real estate, business, and personal assets using various strategies at the Tax & Asset Protection Workshop. This workshop is the first level in our education workshop series. If you have not structured your business or you’re worried about your current structure, there’s a good chance you’re losing thousands of dollars every year and exposing yourself to unnecessary risk. Join us at the Tax & Asset Protection Workshop, and learn how to protect yourself and your business! Reserve your seat today!

HERE'S WHAT YOU’LL LEARN

GET A SNEAK PEEK

How to keep the IRS out of your pockets

How to properly structure your business & assets

How to recognize risks to your wealth

How to create lucrative partnerships & more!

SOME OF 2019'S INSTRUCTORS

Clint Coons

Toby Mathis

Michael Bowman

Author, Attorney, & Real Estate Asset Protection Expert

Attorney, Author, and Business Owner

Attorney, Author, and Trainer

REGISTER FOR TAX & ASSET PROTECTION WORKSHOP TODAY!

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2019 AGENDA

(At a Glance)

DAY 1

Identifying the Threats to Wealth Accumulation

Every real estate investor is aware that investing can pose a risk to their personal wealth and investments but understanding that risk is key to developing a plan. In this section, you will learn the various threats and legal trends that put you and your investments/assets at risk.

They can only take what they can find. A key component of every effective asset protection plan is making yourself appear worthless to your potential creditors. 

Reducing Risk

DAY 2

Investing in Real Estate with IRA and 401ks

Self-directed IRAs and Qualified Retirement Plans. Breaking down the differences between these very different tax deferred investing options. 

Land Trusts

Land trusts are the most used but least understood tool real estate investors have in their investing toolbox. If properly used, the land trust can solve many issues with transferring and owning property. 

Making the Transition to Generational Wealth

Structuring the passing of your real estate is imperative to preserving the wealth you are building. In this section, you will learn how a living trust is a foundation of all planning and the provisions you incorporate today can have a meaningful benefit for years to come.

DAY 3

Real Estate Business Tax Strategies

It’s not what you make but what you keep. Real estate investors struggle to find accurate and relevant advice when it comes to taxes. Have you wondered why? It’s simple - most CPA’s are not investors. In this section, you will learn how to maximize deductions, structure your return to preserve your investor status, and make tax free income.

Joint Ventures

Investing with others poses significant liability concerns for those who do not understand the risks and the importance of managing expectations. 

Short Term Investing

The greatest tax threat to short term real estate investing is being classified as a dealer; however, this is easily avoided with the proper structure. 

Long Term Deals

Investing long term in real estate requires having knowledge of the appropriate structure from both a legal and tax perspective. Many investors have made mistakes when it comes to selling their property because the structure they originally set up for protection is killing them on their sale.

Gaylord Texan Resort & Convention Center

 1501 Gaylord Trail, Grapevine, TX 76051

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"This event easily saved us $10k-$20k in taxes!"

Hyrum R.

CUSTOMER TESTIMONIAL

Keep the IRS out of your pockets

Properly structure your business & assets

Recognize risks to your wealth

Create lucrative partnerships & more!

Plus, learn about:
- Tax shelters and tax reduction techniques
- Asset planning
Corporate structures & LLCs
How to take advantage of new tax laws
Protect your investments from lawsuits
Avoid probate
Eliminate stock market risk
Create passive income streams with real estate
Tax-free investing through your own non-profit

ONLY 50 SEATS AVAILABLE

FINAL SPOTS WILL SELL OUT FAST!

February 22-24, 2019 / Dallas, TX

REGISTER TODAY FOR JUST $599

(PLUS, SIGN UP NOW AND GET ONE FREE GUEST TICKET!)

Begins in:  

Limited seating! Reserve your seat today for just $599!

RESERVE YOUR SEAT NOW!

Keep the IRS out of your pockets!

Learn to reduce risk with proper business structure

Leave with a custom blueprint for your business!

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