$99 General Admission Tickets on Sale Now! Use code: EARLYBIRD

LIVE & IN-PERSON IN

DALLAS, TEXAS

TAX & ASSET PROTECTION WORKSHOP

Discover the Hidden Secrets of America's Most Successful Investors

Omni Las Colinas Hotel | Dallas (Irving), Texas

JUNE 27-29, 2024

RESERVE YOUR SEAT!

$99 General Admission Tickets!
Use code: EARLYBIRD

Time Until Event: 00:00:00:00

PROTECT YOUR ASSETS. MINIMIZE TAXES.

Maximize income & equity.

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

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Discover strategies to protect yourself from predatory lawsuits

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

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

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

We’ll cover topics like:

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

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Tax reduction strategies to slash your 2024 IRS debt

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

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

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

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

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

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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



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



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

FEATURED IN:

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

SOLD OUT

All Access Ticket Advantages:



Everything in VIP, plus…



Front Row Seats



Breakfast



Lunch



Photos with the Speakers



Priority Early Entry

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$799

PER TICKET

SOLD OUT

VIP Ticket Advantages:



Everything in General, plus…



Preferential Seating



VIP Registration

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Early Entry

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VIP Lounge Access

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Meet the Speakers

SOLD OUT

Early Bird Pricing
Use Code: EARLYBIRD

$99
$299

PER TICKET

General Admission Tickets Include:



3-Day Workshop



Proven Tax Strategies



Asset Protection Solutions

GET TICKETS

ALL ACCESS

$999

PER TICKET

SOLD OUT

All Access Ticket Advantages:



Everything in VIP, plus…



Front Row Seats



Breakfast



Lunch



Photos with the Speakers



Priority Early Entry

SOLD OUT

VIP

$799

PER TICKET

SOLD OUT

VIP Ticket Advantages:



Everything in General, plus…



Preferential Seating



VIP Registration



Early Entry



VIP Lounge Access



Meet the Speakers

SOLD OUT

GENERAL

Early Bird Pricing
Use Code: EARLYBIRD

$99
$299

PER TICKET

General Admission Tickets Include:



3-Day Workshop



Proven Tax Strategies



Asset Protection Solutions

GET TICKETS

Questions about tickets?

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

LOCATION

Omni Las Colinas Hotel

Ballroom: Las Colinas Ballroom

Address: 221 East Las Colinas Boulevard, Dallas (Irving), Texas, 75039

Phone: +1 (972) 556-0800

BUY TICKETS

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

★★★★★

Robert O

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 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.

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, 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 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 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

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.

Agenda

DAY 1 – Thursday, June 27

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, June 28

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

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 3 – Saturday, June 29

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

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.

Don’t miss your one chance to join us at our live and in-person event in Dallas.

CLICK HERE TO GET TICKETS

Event Overview & FAQ

Venue/Accommodations

What are the dates of the event?

Anderson Advisors Tax & Asset Protection
Thursday, June 27 – Saturday, June 29 | 9am – 6pm CT

***We will have important topics being covered until Saturday at 5 PM CT. We encourage anyone leaving Saturday night to book flight reservations after 7 PM CT in order to attend the full event and still make it to the airport on time.

What airport do I fly into?

DFW International Airport

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!

Day Guest Parking: $10/day

Overnight Parking: $18/day

Are there any meals provided with my ticket?

No, meals will be on your own. The Omni Las Colinas Hotel 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?

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@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

CLICK HERE TO GET TICKETS