Call us on
Wealth Summit 2024

Wealth Summit 2024


35145 Newark Blvd, Newark, CA 94560, USA

Date & Time

Sun, Nov 10, 09:00 AM - 07:30 AM

$50 to $100

A Full Day of Live Discussions To Help You Save, Grow & Protect Your Wealth

Immerse yourself in a day-long live experience that begins with the rising sun and concludes under the evening stars. Doors open at 8:30 AM, with official proceedings commencing promptly at 9:30 AM. Prepare to engage with expert speakers, participate in interactive sessions, and network with fellow attendees throughout the day.

What Awaits You at the Wealth Summit:

  • Dynamic Tax Planning: Unlock the secrets to maximizing your earnings through strategic tax planning tailored to the current regulatory landscape. 
  • Astute Financial Planning: Navigate the complexities of today's financial markets and craft a customized roadmap for sustainable growth. 
  • Robust Estate Planning: Protect your legacy and ensure a seamless transfer of wealth to future generations through forward-thinking estate planning strategies. 
  • Legal Insights for Today's Entrepreneurs: Stay abreast of the latest developments in small business and real estate law to safeguard your interests and mitigate risks. 
  • Identifying Growth Opportunities: Explore emerging avenues for business expansion and investment to capitalize on today's economic trends.

Tax Planning Sessions:

Attending this event will give you invaluable insights and practical strategies for navigating the complex terrain of real estate taxation, empowering you to optimize your tax strategy and achieve your financial goals.

Discover Tax Strategies to Reduce Your Taxable Income:

  • Dive into actionable tactics to minimize your tax liability and keep more of your hard-earned money.

Maximizing Real Estate Tax Savings through Foundation Strategies:

  • Uncover innovative approaches to leveraging real estate investments for substantial tax savings, laying the groundwork for financial growth.

Strategies for Real Estate Professionals:

  • Gain insights into specialized tax structures tailored for real estate professionals, optimizing tax efficiency and profitability.

Exploring Tax Advantages of Long-Term Rentals and Passive Loss Strategies:

  • Learn how to harness the tax benefits inherent in long-term rental properties and passive income streams, turning tax deductions into financial advantages.

Unique Tax Implications and Prospects of Short-Term Rentals:

  • Navigate the nuanced tax landscape of short-term rental properties, unlocking potential tax advantages while mitigating associated risks.

Optimizing Depreciation Write-Offs with Cost Segregation:

  • Explore advanced strategies for accelerating depreciation write-offs through cost segregation, maximizing tax savings and cash flow.

Unveiling the Truth about Capital Gains in Real Estate Sales:

  • Gain clarity on the complexities of capital gains taxation in real estate transactions, empowering you to make informed decisions and optimize tax outcomes.

Leveraging Self-Directed Retirement Accounts for Real Estate Investments:

  • Learn how to leverage self-directed retirement accounts to invest in real estate, unlocking tax-deferred growth and diversification opportunities.

Understanding the Basics and Current Trends of Property Exchanges:

  • Stay ahead of the curve by mastering the fundamentals and latest trends in property exchanges, harnessing tax-deferred exchange strategies for optimal results.

Opportunity Zones: Unexpected Options for Tax Benefits:

  • Explore the potential tax advantages offered by Opportunity Zones, discovering untapped opportunities for tax deferral and capital gains reduction.

Charitable Remainder Trusts and Appreciated Property:

  • Unlock the tax-saving potential of charitable remainder trusts and appreciated property, optimizing your estate planning strategy while supporting charitable causes.