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Wealth Summit 2022 - Full Day Live Event

Wealth Summit 2022 - Full Day Live Event


525 Los Coches St, Milpitas, CA 95035, USA

Date & Time

Sun, Dec 11, 09:00: AM


Fun - Informative - Interactive

Sanjiv Gupta CPA is thrilled to bring back the Wealth Summit.

This is ONE FULL DAY live event that will focus on tax-saving strategies.

We will have vendors that can help you save, grow and protect your assets.

There are over 20,000 Tax Strategies. Which ones can you use?

Well, we can't tell you about them all in this Wealth Summit but we will cover some important ones.

You can expect to learn about:

- Impact of Inflation Reduction Act

- PPP Loans & EIDL Loans

- Payroll Retention Credit

- Unemployment & Other Benefits

- Student Loan Forgiveness

Key Focus of Wealth Summit:

- How to reduce your tax bracket?

- How to reduce your taxable income?

- How to leverage various credits & deductions?

- Special strategies for high-income earners?

Building, Growing & Protecting Wealth

- How to grow wealth 100% Tax-Free & Risk-Free?

- How to get into the 0% Tax Bracket or lower your tax bracket?

- How to earn interest using someone else's money and 100% Tax-Free?

- How to potentially earn double-digit compounding interest on a Tax-Free & Risk-Free basis?

- How to invest in Agriculture Real Estate with or without getting involved?

- How to reduce your active and passive income? 

- How to use active and passive losses?

- How to use real estate losses?

- Short-Term and Long-Term Rentals?

- Difference between rental and Airbnb? Tax Consequences.

- How to take advantage of 1031 Exchange & Opportunity Zone?

- REITs & Self Directing IRAs?

- Personal Residence vs Second Home Tax Advantages?

- Estimating cost segregation?

- How to use charitable deductions?

- How to carry forward excess deductions?

Sanjiv Gupta CPA Invites You To Wealth Summit 2022


8:30 AM to 9:30 AM - Registration, Networking, Snacks

9:30 AM to 10:00 -  Introduction

10:00 AM to 11:00 - Current Year Tax Updates, Sanjiv Gupta CPA

11:00 AM to 12:00 - Tax Saving Ideas by Charles Tiano

12:00 PM to 1:00 PM  - Lunch

1:00 PM to 2:00 PM - Financial Planning

2:00 PM to 6:00 PM - Tax Planning Strategies

6:00 PM to 8:00 PM - Snacks & Networking

Sanjiv Talks About Why Come To Wealth Summit

Wealth Summit 2022 Invitation


Sanjiv Gupta CPA

Serving The Desi Community For More Than 20 Years

  • Sanjiv Gupta CPA Firm is the top choice for Non-Resident Indians residing in the United States or abroad. You can come to meet with us personally in one of the three offices in the bay area or set up a phone/zoom consultation appointment anywhere in the world. Our office can help you set up a new business in the US and take care of all the tax, accounting, and payroll needs.