REAL ESTATE STRATEGIES CONFERENCE

This conference is designed for real estate owners, investors, developers, and real estate professionals.

• How to protect yourself from lawsuits and the claims of renters, contractors, and creditors

• Reducing income tax burdens from income-producing rental properties

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

• Asset protection strategies to preserve your real estate

• The uses and pitfalls of 1031 deferred exchanges

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

• Tax advantages & requirements for real estate “professionals”

• Charitable trusts that avoid income tax, capital gain tax and estate tax on real estate sales

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

• Understanding and planning for “real estate investors” and “dealers”

• Using corporations and retirement plans to reduce income taxes
BUSINESS OWNERS STRATEGIES CONFERENCE

Designed for owners of closely held companies, self-employed individuals, and individuals receiving 1099 income.

This conference clarifies and simplifies complex tax and legal issues.

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 to reduce your personal tax burdens

• Strategic use of the corporate tax deductions and corporate tax benefits available under the Internal Revenue Code

• 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

• Using strategic trusts and partnerships as methods of selling your business interests

• Advanced asset protection planning techniques for business owners and their personal assets

RETIREMENT & PENSION TOPICS

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

• The new Cross Tested Pension Plans and reversal of previous trends for financial contributions required for employers versus employees

• How to maximize retirement savings and income tax savings through your 401k plans and profit sharing plans

• 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

• Designing Executive Bonus Plans with favorable tax attributes and investment options

TAX, TRUSTS & ASSET 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.


PART 1:  THE POTENTIALLY TAXABLE ESTATE

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

• Using A-B, A-B-C, QTIP, and QDOT Trusts for married couples

• The probate and conservatorship problems and the resolution

• 55% federal death/estate taxes and solutions to eliminate these taxes

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


PART 2:  THE TAXABLE ESTATE

• The use of Dynasty Trusts to protect family wealth, real estate & business interests

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

• “Family” Partnerships and Estate discounting to reduce estate tax

• Achieving a 50% increase in the $13,000 annual gift exclusion

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

• Wealth Accumulation Trusts & Income Savings Trusts to minimize federal and state taxes

• Using Irrevocable Grantor Trusts to shift large estates without estate taxation

• Qualified Personal Residence Trusts to safely transfer your home


PART 3:  ASSET PROTECTION AND WEALTH PRESERVATION

• Protecting your family and assets from the risks of lawsuits

• Using limited partnerships and limited liability companies to safely hold real estate or other investments

• 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

• Understanding the uses and limitations of liability insurance

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STRATEGIC LAW GROUP PC
IRVINE, CA    SAN DIEGO, CA   SEATTLE , WA