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Wealth Summit 2023 - Full Day Live Event


35145 Newark Blvd, Newark, CA 94560, USA

Date & Time

Sun, Dec 10, 09:00 AM - 07:30 PM

$40 to $75

Welcome to the Wealth Summit 2023, an event dedicated to helping you achieve financial success by focusing on three critical aspects: saving on taxes, growing your wealth, and protecting your assets. Throughout this summit, we will bring together experts, thought leaders, and industry professionals who will share their insights and strategies to empower you in your journey toward financial abundance.

Full Day Live Event - We will be there from 8 am to 8 pm. 

Gates will open at 8:30 am and the event will officially start @ 9:30 am. 

  • Morning snacks will open @ 8:30 am 
  • Lunch will be served around 12:30 pm
  • Evening snacks will be served around 4:30 pm

Lunch will be served (Sponsered by Sanjiv Gupta CPA).  Plenty of parking is available.

What to expect at the event:

  1. Tax Planning Strategies
  2. Financial Planning Strategies
  3. Estate Planning Strategies
  4. Small Business & Real Estate Law
  5. Business & Investment Opportunities

Protection Strategies:

  • Charitable Reminder Trust
  • Charitable Lead Trust
  • Family Partnerships
  • Life Insurance & Umbrella Coverage

Tax Strategies To Reduce Your Taxable Income- 

  1. Maximizing Real Estate Tax Savings through the Foundation
  2. Strategies for Real Estate Professionals: S-Corporation Approaches
  3. Exploring Tax Advantages of Long-Term Rentals and Passive Loss Strategies
  4. Unique Tax Implications and Prospects of Short-Term Rentals
  5. Optimizing Depreciation Write-Offs with Cost Segregation
  6. Unveiling the Truth about Capital Gains in Real Estate Sales
  7. Leveraging Self-Directed Retirement Accounts for Real Estate Investments
  8. Understanding the Basics and Current Trends of Property Exchanges
  9. Opportunity Zones: Unexpected Options for Tax Benefits
  10. Charitable Remainder Trusts and Appreciated Property

Tax Saving Ideas -

  1. Business Meal Deduction
  2. Home Office Deduction
  3. Travel Expenses Deduction
  4. Home Office Mileage Deduction
  5. Accountable Plan
  6. Fringe Benefits
  7. Hiring Children
  8. Augusta Rule
  9. Employee Achievement Award
  10. Traditional 401(k) (Business)
  11. Traditional 401(k) (Individual)
  12. Solo 401(k) (Business)
  13. Solo 401(k) (Individual)
  14. Simplified Employee Pension (SEP)
  15. Profit-Sharing Plan
  16. Defined Benefit Plan
  17. Self-Directed IRA
  18. Roth 401(k)
  19. Cash Balance Plan
  20. SIMPLE IRA (Business)
  21. SIMPLE IRA (Individual)
  22. SIMPLE 401(k) (Business)
  23. SIMPLE 401(k) (Individual)
  24. Section 412(e)(3) Plan
  25. Coverdell ESA
  26. Bonus Depreciation
  27. Section 179 Expensing
  28. Self-Employed Health Insurance
  29. Medical Reimbursement Plan
  30. Captive Insurance
  31. Small Business Health Care Credit
  32. Qualified Opportunity Zone (Business)
  33. Qualified Opportunity Zone (Individual)
  34. Employee Retention Credit for 2020
  35. Employee Retention Credit for 2021
  36. Emergency Sick Leave Credit
  37. Emergency Paid Family and Medical Leave Credit
  38. Installment Sale
  39. 1031 Exchange
  40. Cost Segregation
  41. FICA Tip Credit
  42. R&D Tax Credit
  43. Work Opportunity Tax Credit
  44. Conservation Easements (Business)
  45. Conservation Easements (Individual)
  46. Family Office Management Company
  47. Deferred Compensation Plan Tax Strategy for Businesses
  48. Deferred Compensation Plan (Individual)
  49. Qualified Educational Assistance Program
  50. Section 139 Disaster Relief
  51. IC-DISC
  52. Tax Loss Harvesting
  53. Charitable Limited Partnership Tax Strategy
  54. Oil & Gas
  55. Donor-Advised Fund
  56. Real Estate Professional
  57. Passive Real Estate Losses
  58. Commercial Revitalization Tax Strategy
  59. Compensation Optimization
  60. Sale of Home Gain Exclusion
  61. Private Foundation
  62. Qualified Charitable Distribution
  63. Health Savings Account (Individual)
  64. Child Tax Credit
  65. Dependent Care Credit

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