Buy both courses at a discount!
Course consists of recordings from Advanced Tax Strategies Conference held in September, 2025
Advanced tax reduction & asset protection for Entrepreneurs, Investors in Alternative Investments & Real Estate. Self-Directed Retirement Accounts are a frequent focus of the conference – (and spectacular tax reduction tool. We’ll analyze important recent developments, legislation (this should be a big year for that), and select topics in greater depth. There shall be LOTS of Q&A and back & forth discussion, off the clock… This workshop shall be highly interactive.
Eight 2-hour Zoom Calls (Recorded) for Real Estate Investors AND Normie Entrepreneurs (e.g., Dentists, Online Stores, Plumbers, etc.)
Topics Include:
Non-Entity Asset Protection: Not getting sued, winning if you do, making sure insurance pays if needed, how good settlements occur. These topics are not covered often enough.
LLC, LP, LLP, S-Corporation, C-Corporation, Series LLC, Land Trust? We’ll discuss which one(s) fit(s) you for tax purposes (any asset protection is a bonus). In detail. Selecting the correct entity can save you millions in taxes. The wrong one…will cost.
We discuss “WHY” in detail. I want you to have answers AND to understand WHY a given entity or structure is correct for YOU. That way, you’ll know how to question & reason through others’ “advice” (e.g., NV & UT “asset protection gurus”)
How to properly maintain an entity – 80%+ of small businesses fail at this key task and are ripe for “piercing the corporate veil”. We will take some serious time on this very overlooked issue.
We’ll compare Limited Liability Companies to No Liability Companies.
When C-Corporations make sense – and when they do not. Lots of myths out there.
Equity stripping…. when does it backfire? (and it does?)
Series LLC’s…not necessarily as advertised (shocking, I know)
Limited Partnerships are mostly just for Canadians nowadays – we’ll discuss why that is no joke (Sorry SouthPark and polite northern neighbors)
When do S-Corps work? What are they good for? Many of you are running them in a way that kills both the tax benefits and the asset protection
From: $648.50 / month for 2 months