Unlock the Path to Wealth
Discover the Top Strategies Investors Use for Maximizing Returns and Minimizing Risk
September 14-17, 2023 | Las Vegas, Nevada
Virgin Hotel & Casino
FEATURED SPEAKERS
Toby Mathis, Esq.
Founding Partner, Attorney
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.
Founding Partner, Attorney
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.
Agenda
DAY
1
Infinity Investing Day
Infinity Investing is the leader in providing proven, practical real estate and stock market education to create long-term wealth. The Infinity team helps you create passive and active income streams – in a way that fits you, your needs, and your situation.
- Join us for Infinity Investing Day on September 14, presented by world-class instructors.
- Unlock the keys to investing wisely in stocks and real estate in the current economic climate.
- Discover hidden, expert passive income-generating secrets of the wealthy!
- Get started earning money now without having to wait years for new income streams.
- Unpack the best real estate investing strategies for the rest of 2023.
- Level up your portfolio to start generating much more passive income.
- Get proven, practical real estate & stock investing education to create long-term wealth.
DAY
2
Asset Protection Strategies for Real Estate Investors
On day 2 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, Series LLCs, Land Trusts, Statutory
- Trusts, Wholesale Trusts, and Corporations.
DAY
3
Real Estate Investment Strategies for Reducing Tax Liability
On day 3 we will shift into the tax side of real estate investing and you will learn how our tax clients successfully use their investments to reduce and even zero out 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
4
Creative Entity Structures and Generational Planning
On Day 4 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
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.
Event Overview & FAQ
Venue/Accommodations
What are the dates of the event?
- Infinity Investing Workshop
Thursday, September 14 | 9am – 5pm PT - Anderson Advisors Tax & Asset Protection
Friday, September 15 – Sunday, September 17 | 9am – 5pm PT
***We will have important topics being covered until Sunday at 5 PM PT. We encourage anyone leaving Sunday night to book flight reservations after 7 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?
Yes. Parking is free to all attendees.
Are there any meals provided with my ticket?
No, meals will be on your own. Virgin Hotels Las Vegas 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?
Anderson will have a team of Advisors to meet with you at the event venue.
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 covid protocols will be in place?
We will follow the State and Hotel Guidelines/Regulations at the time of the event. More information will be provided as appropriate.
Are you going to be enforcing a mask policy?
We will be following State/City/Hotel guidelines for masks and overall safety. Our ability to host this event will be determined by following the rules and regulations at the time of the event.
Can you tell me what health and safety precautions are going to be in place?
We will continue to analyze and make determinations on appropriate precautions.
Masks and hand sanitizer will be available. We will also be adhering to Nevada and the hotel’s policies and guidelines that are in place at the time of the event.
Do I need a Vaccine to attend?
We will be following covid and safety protocols. At this time, we are NOT planning on requiring attendees to have a vaccine but any health and safety related questions are subject to change.
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.
★★★★★
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!
★★★★★
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.
★★★★★
Seth saved us thousands of dollars with his financial and structure advice – and the presenters really helped us protect ourselves from a legal perspective.
★★★★★