Year Full of Opportunities
Join Us At Wealth Summit 2025 To Explore Them
With major tax changes on the horizon, rising interest rates, and new government legislation like the Genius Act and Trump’s proposed Tariff-for-Tax-Swap, you can’t afford to rely on outdated strategies.
At Wealth Summit 2025, you’ll learn next-generation planning techniques across tax, legal, financial, and business domains—all designed to help you thrive in today’s shifting landscape.
Taxes are your biggest lifetime expense—and the wealthy don’t just pay less, they plan better. At Wealth Summit 2025, you'll learn how to turn the tax code into a growth tool, not a burden. Whether you're making $200K or building an eight-figure empire, these sessions will change how you think about taxes forever.
Tax Planning for Future
Understanding 2025/26 Tax Law Changes
Big Beautiful Tax Bill Opportunities & Strategies
Taking Advantage of Year End Tax Saving Opportunities
Foreign Income & Asset Reporting
Transferring Assets/Funds, Inheritances, Gifts
Education Planning For Kids
When and how to use LLCs, S Corporations, and C Corporations
Multi-entity structures to separate risk, income, and deductions
Structuring your personal brand, real estate, and side hustles under different tax umbrellas
Using Living Trusts, Irrevocable Trusts, and Charitable Trusts to reduce estate taxes and avoid probate
Creating Family Management Companies to legally pay your kids
Forming Private Foundations or Donor-Advised Funds for impact + deduction
How to turn your lifestyle into tax deductions: home office, car, travel, education, meals, and family
Using Accountable Plans and Reimbursement Agreements the IRS loves
Strategic documentation templates you can start using right away
Leveraging Solo 401(k)s, Defined Benefit Plans, and Cash Balance Plans
Roth conversion strategies in 2025 (before potential legislative changes)
Using IRAs inside LLCs (checkbook control) and funding private placements
Genius Act 2025: R&D credits, STEM-based incentives, and IP-related deductions
Energy credits: solar, EV, and 179D for building upgrades
Hiring credits for veterans, ex-felons, or disadvantaged groups
Cost segregation studies for big depreciation wins
How to become a Real Estate Professional for full passive loss benefits
Using 1031 exchanges + Opportunity Zones for reinvesting without paying capital gains
What replacing income tax with tariffs means for you
Planning ahead for policy volatility under a shifting administration
Capitalizing on temporary windows (e.g., bonus depreciation phaseout)
Real-life IRS audit triggers and how to avoid them
How to build bulletproof tax files that stand up under scrutiny
Working with an EA, CPA, or attorney: what to delegate, automate, and document
Master compounding, tax-deferred growth, and diversified cash flow strategies
Protect your assets from inflation and poor planning
Financial frameworks tailored to W-2 earners, side hustlers, and legacy builders
How to invest in real estate amid high rates and regulatory uncertainty
Cost segregation, 1031 exchanges, and DSCR loans
Blackstone, institutional trends, and where capital is flowing now
Structure family wealth with living trusts, irrevocable trusts, and partnerships
Reduce probate risk and estate tax exposure
Protect beneficiaries using asset-shielding structures
Discover high-cash flow, tax-favored businesses
Learn how AI, automation, and the creator economy are creating new millionaires
Case studies: Real entrepreneurs breaking through $1M+ valuations
Tax credits for innovation-based businesses and STEM-focused founders
Research & development incentives for small business and freelancers
Education and intellectual property write-offs available to qualifying entrepreneurs
Replacing federal income tax with tariffs on imports
Opportunities and risks for exporters, e-commerce, and global supply chain businesses
Strategies to stay ahead of the curve—whether the tax change passes or not
