Wealth Summit 2024

Join us for a full-day experience, starting at 8:00 AM and concluding under the evening stars. Learn proven strategies to build, protect, and grow wealth while gaining actionable insights from industry experts. This summit isn’t just about knowledge—it’s about how-to steps for navigating the complexities of today's financial landscape.

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.