Wealth Summit 2024 Ended

Today Only Special - 15% Discount With Promo Code LASTDAY

Lunch & Snacks Are Included

Are you ready to dive deep into financial strategies that can transform your 2024 and set you up for success in 2025? 

This year, the Wealth Summit will be bigger and better than ever with invaluable insights from experts in tax planning, real estate, education, retirement, and more!

✅ High-Income Tax Planning: Tailored strategies to help you maximize savings and reduce tax liabilities.

✅ 2024/25 Tax Updates: End 2024 in the most tax-efficient way and plan for upcoming changes.

✅ New Federal & State Compliance Requirements for Real Estate, Businesses, Foreign Income etc.

✅ Real Estate Insights: Free market reports on requested zip codes, strategies for ADUs, and maximizing investment properties.

✅ Business Owners & Side Hustlers: Learn how to leverage tax planning to make the most of your business or side hustle income.

✅ Senior Citizens: Exclusive strategies and new credits designed for seniors.

✅ Special Topics: From senior benefits to concentrated portfolios and education discounts.

✅ New Focus Areas: Oil & gas investing, portfolio efficiency, and much more.

✅ Financial Planning Sessions - How to build a stronger, efficient portfolio of assets.

✅ Estate Planning & Tax Exemptions Sun Setting - Strategies for dealing with big estate tax bill (SLAT, Reciprocal Trust Doctrine, Gifting etc). California  Estate Tax Issues.

✅ What has changed on Indian side for people living in the United States.

Giveaways & Fun: Prizes every hour, networking, and a full evening Q&A session!

Bring a Friend! We’re offering a special discount on multi-ticket purchases. 

Plus, students get exclusive rates—help the next generation start building wealth early!

How to Prepare for Changing Tax Laws

• Which Tax Provisions Are Expiring? Know what’s phasing out and prepare accordingly.
• Which Tax Provisions Depend on Election Results? Anticipate changes and build a flexible strategy.
• New California Tax Policies: Understand new tax regulations and their impact on personal, business, and real estate investments.

How to Stay Compliant with New Real Estate & Business Regulations

• New Requirements for Real Estate Transfers: Learn the latest rules to avoid penalties and ensure smooth transactions.
• New Regulations for Business Entities: Stay ahead with insights on changes for LLCs, S-Corps, and partnerships.

How to Boost Investment Returns with Strategic Moves

• How to Perform Tax Loss Harvesting from a Concentrated Portfolio: Use losses to offset gains and minimize taxes.
• How to Avoid Capital Gains: Implement legal strategies to defer or eliminate capital gains liability.
• How to Use Oil & Gas Investments for Tax Savings:Explore niche investment opportunities that offer significant tax deductions.
  • Why Consider Oil and Gas Investments?Learn about new opportunities that provide significant tax advantages.

    
    

     

How to Leverage Real Estate for Wealth & Tax Benefits

• How to Become a Real Estate Professional: Unlock tax benefits with the right qualifications and activity tracking.
• How to Add an ADU (Accessory Dwelling Unit): Maximize property value by creating new income streams.
• How to Buy & Convert Old Properties into Income Properties: Learn step-by-step how to identify undervalued properties and turn them into profitable assets.

How to Safeguard Your Legacy with Smart Estate Planning

• How to Set Up a Trust: Protect your wealth, reduce estate taxes, and ensure smooth wealth transfer.
• How to Maximize Real Estate Tax Savings: Use cost segregation and 1031 exchanges to accelerate depreciation and defer capital gains taxes.
• Opportunity Zones: Take advantage of tax-saving investments in underdeveloped areas.

Bonus Highlights:

• How to Use Self-Directed Retirement Accounts: Invest in real estate through your IRA or 401(k) without triggering immediate taxes.
• Astute Financial Planning: Build a resilient financial strategy to thrive in unpredictable markets.
• Legal Insights for Entrepreneurs: Navigate complex laws to protect your business and investments.

Why Consider Oil and Gas Investments? 

Learn about new opportunities that provide significant tax advantages.

• How to Mitigate Risk in Oil and Gas Investing: Focus on proven oil and gas reserves to reduce uncertainty and enhance stability.
• When Can You Expect Returns? Discover how income distributions from oil and gas investments can begin as early as the second year.
• What Does Historical Performance Say? Review the strong track record of returns in the oil and gas sector based on past performance.
• Why Diversification Matters: Understand the importance of diversification as a crucial component in any successful investment strategy.
• How Expert Guidance Can Benefit You: Learn how experienced advisors can help you avoid costly mistakes and maximize returns.
• The Strength of Family-Owned Oil Companies: Explore why family-owned companies often boast a consistent and reliable performance record.
• Oil and Gas in Retirement Planning: Find out how investing in oil and gas can be integrated into a comprehensive retirement strategy.
• What You'll Gain at The Wealth Summit: Access to top industry experts and invaluable insights to help you make informed investment decisions.

Free Gift For Wealth Summit Attendees ($500 Value):   Receive a Free Real Estate Market Report ($500 Value)! Discover essential market insights tailored to your chosen zip code or area, covering crucial data points like Home Value, Growth Rate, and Affordability metrics, including Salary Needed and Management Cost as a Percentage of Income. 

Evaluate key indicators like Overvaluation, Value/Income Ratio, Tax Rates, and Price Cuts. 

Dive into investment-focused data such as Rent Prices, Cap Rate, and Rent Growth, alongside demographic factors like Population and Housing Growth, Median Household Income, and Ownership Rates. This report is your powerful tool for informed real estate decisions!  

Please enter your Zip Code & Area to request the data.