Home

REAL ESTATE, TAX & ASSET PROTECTION STRATEGIES CONFERENCE

This conference is designed for real estate owners as well as all those seeking asset protection strategies and will include topics such as:

REAL ESTATE TOPICS

• Reducing income tax burdens from income-producing rental properties

• Strategies to reduce or eliminate the capital gain on sale of real property

• Using Strategic Installment Sales to defer capital gains tax on sales

• Understanding and planning for "real estate investors" and "dealers"

• The uses and pitfalls of 1031 deferred exchanges

• Using Limited Partnerships and Limited Liability Companies to safely hold real estate or other investments

ASSET PROTECTION TOPICS

• Using Strategic Tiered Limited Liability Companies to achieve maximum liability asset protection

• The proper use and selection of Corporations, Limited Liability Companies, Trusts and Pension Plans for real estate activities

• Protecting your family and assets from the risks of lawsuits

• Utilization of a Strategic Tiered LLC Structure for asset protection

• The new Delaware Personal Residence LLC

• U.S. Domestic Asset Protection Trusts

• Offshore Asset Protection Trusts and Foreign Asset Protection Companies

• Asset Protection for Professionals to address exposure to professional liability

BUSINESS, INCOME AND RETIREMENT TAX STRATEGIES CONFERENCE

Designed for business owners of closely held companies and self-employed individuals.

This conference clarifies and simplifies complex tax and legal issues such as:

CORPORATE & PARTNERSHIP TOPICS

• Protecting yourself and your business from the wave of increasing income taxes, employment taxes and new Health Care taxes

• Determining what types of legal entities are best suited to your business or profession

• Utilizing corporate and partnership income tax deductions available under the Internal Revenue Code to reduce your income and payroll tax burdens

• Achieving tax deductions in your company for medical, dental, optical, disability and insurance expenses

• How to set up multiple entity structures with corporations and limited liability companies to maximize business flexibility, liability protection and tax planning options

• Exit strategies for selling your business that minimize the income and capital gains taxes

RETIREMENT & PENSION TOPICS

• The new ROTH 401K plan and tax free retirement distributions

• The new Cross Tested Pension Plans and for Business Owners advantages

• Profit Sharing, Defined Benefit and Cash Balance Plans for your business with contributions from $16,500 to $250,000 per year

• Designing cross tested pension plans that allow for 80% or more of every dollar to go to business owners or key employees

• Strategic pension plans that allow tax deductible contributions up to $250,000 per year

• Designing flexibility into the investment options of your retirement plans to allow for real estate and other forms of non-traditional investment

• Ensuring you have federal ERISA creditor protection for your retirement savings

TRUSTS, TAX & ESTATE PROTECTION STRATEGIES CONFERENCE

This conference is designed for the individual concerned about their taxes, estates and asset protection. The topics expose you to an integrated planning process for your legal, tax and wealth management needs such as:

• The new 2011 to 2012 Estate and Gift Tax Laws and what they mean

• The Revocable Living Trust - The Why, What and How

• Taking advantage of the $5 million gift exemption "loophole"

• 35% federal death/estate taxes and solutions to eliminate these taxes

• Minimization or elimination of State death/estate taxes e.g. WA 19%

• Avoiding up to 2 years of Probate Court Administration at death

• Avoiding approximately 3% to 6% costs of Probate Administration

• Privacy, Control and Protection of your Estate for your family with Trusts

• Use of "Dynasty" Trusts to protect family wealth, real estate & business

• Irrevocable Life Insurance Trusts to protect life insurance from estate taxes

• "Family" Partnerships and Estate discounting to reduce estate tax

• Strategic Charitable Trusts that avoid income tax, capital gain tax and estate tax