Wealth Summit 2025 - Full Day Live Tax and Finance Education Event Ended

Location

35145 Newark Blvd, Newark, CA 94560, USA

Date & Time

Sun, Nov 16, 08:00 AM - 08:00 PM

$BUY YOUR TICKET NOW

All Inclusive Live Event: Breakfast, Lunch, Evening Snacks, and Parking Included

Save Taxes • Build Wealth • Protect Legally

Ready to lower your 2025 tax bill and build smarter wealth for 2026?

Get the playbooks top earners, investors, and business owners use to keep more and grow faster. We will unpack current legislation windows so you can take action with confidence.

ISO • ESPP • RSU • Stock Sales: Big-ticket tax planning for liquidity events, AMT traps, qualified vs. disqualified dispositions, and timing strategies that lower taxes.

Immediate tax moves: entity setup, write-offs, retirement plans, home-office rules, vehicle deductions, and credits most filers overlook.

Legal structures: LLCs, S-Corps, C-Corps, multi-entity separation, asset protection layers, and succession planning frameworks.

Real estate tax strategies: cost segregation, bonus depreciation, passive-loss unlocking, REPS qualification, and tax-efficient portfolio design.

Advanced retirement planning: Solo 401(k)s, Cash Balance Plans, Roth conversions (2024–2026 window), and high-income compounding structures.

Business tax optimization: accountable plans, reimbursements, family payroll strategies, and converting lifestyle into legal deductions.

Trusts & legacy structures: living, irrevocable, charitable, and dynasty trusts for asset protection, probate avoidance, and long-term tax reduction.

High-income family planning: education strategies, gifting rules, 529 maximization, UTMA/UGMA, and multigenerational tax-efficient transfers.

Policy & law-change readiness: prepare for 2025 tax sunsets, tariff-based proposals, bonus-depreciation phaseouts, and shifting IRS enforcement priorities.

Bonus Gift FREE 2026 Annual Planner ($60 value) with a valid Wealth Summit ticket — while supplies last. Special Discount available with code LASTDAY25 for early sign-ups.

Get Tickets — Use code FREEPLAN See Full Agenda

Market Outlook 2025 → 2026

Understand the macro picture: headwinds, tailwinds, and your 2026 game plan

Deepak Sharma EA will break down the key forces shaping the next 12–18 months: inflation trends, interest-rate paths, liquidity cycles, and policy shifts that create both risk and opportunity. Learn to decode macro signals and translate them into practical moves for investors, founders, and real-estate operators — so you stay informed, not blindsided.

Macro updates that actually matter: what signals to track, what to ignore, and how to stay a step ahead.

2025–26 interest-rate scenarios: how different Fed paths impact mortgages, borrowing costs, investments, and business expansion.

Positioning for headwinds: recession risk, credit tightening, inflation stickiness, and geopolitical shocks.

Capturing tailwinds: liquidity cycles, sector rotations, AI-driven productivity, real-estate opportunities, and new tax windows.

The 2026 wealth blueprint: specific plays for W-2 earners, business owners, investors, and real-estate operators.

Actionable insights — not news headlines: step-by-step positioning for compounding, protection, and growth.

Raffles and Giveaways

iPad Air — courtesy of Swapna Anthoor (Estate Planning Attorney)
75 inch Samsung Smart TV — courtesy of Gaurav (Doma Loans)

Visit their booths early to collect raffle tickets.

Book Your Ticket Now

Agenda at a Glance

Morning (7:00 AM – 9:00 AM)

Breakfast and networking.

Mid-Morning (9:00 AM – 12:00 PM)

Tax savings for W-2 earners
Strategies for high-income families
Advanced tax frameworks you can use immediately

Afternoon (12:00 PM – 6:00 PM)

Investing (Stocks, RSUs, ESPP)
Business and new-business tax strategies
Real estate taxes and new market opportunities
Turning non-cash-flow properties into cash-flow assets
EB-5 projects and foreign asset structuring
Retirement, asset protection, and estate planning

Evening (6:00 PM – 8:30 PM)

How Deepak Sharma EA navigated 2025 and positioning for 2026, followed by extended expert Q&A.

Tax Planning: Navigate 2025 and Beyond

Taxes are your biggest lifetime expense. The most successful people plan better. Turn the tax code into a growth tool — whether you are earning $200K or building an eight-figure enterprise.

Individual & Business Tax Optimization

Tax planning for the future
Understanding 2025/26 tax-law changes
“Big Beautiful Tax Bill” opportunities and strategies
Year-end tax saving opportunities
Foreign income and asset reporting
Transferring assets/funds, inheritances, gifts
Education planning for kids
When and how to use LLCs, S-Corps, and C-Corps
Multi-entity structures to separate risk, income, and deductions
Structuring personal brand, real estate, and side hustles

Trusts, Foundations, & Legacy Planning

Living, Irrevocable, and Charitable Trusts to reduce estate tax and avoid probate
Family Management Companies to legally pay your kids
Private Foundations or Donor-Advised Funds for impact plus deduction

Write Off Everything (Legally)

Turn lifestyle into deductions: home office, car, travel, education, meals, family
Accountable Plans and Reimbursement Agreements the IRS prefers
Plug-and-play documentation templates

Retirement & Investment Strategies

Solo 401(k)s, Defined Benefit, and Cash Balance Plans
Roth conversions in 2025 (before potential law changes)
IRAs inside LLCs (checkbook control) and private placements

Tax Credits & Incentives Most Miss

GENIUS Act 2025: R&D, STEM, and IP-related incentives
Energy credits: solar, EV, and 179D building upgrades
Hiring credits: veterans, ex-felons, and disadvantaged groups

Real-Estate-Specific Tax Tools

Cost segregation for major depreciation
Real Estate Professional Status (full passive loss benefits)
1031 exchanges and Opportunity Zones to reinvest without capital gains

Special Focus: Policy Windows

What replacing income tax with tariffs could mean
Planning for policy volatility amid a shifting administration
Capitalizing on temporary windows (for example, bonus-depreciation phase-out)

Reserve Your Seat Back to Top

Wealth Summit Parking — Important Notice

Parking Map — Park Only in the Green Area

Only Park in the Green Area

✅ Do:

Park only in the green-highlighted parking areas.
Follow on-site signs and volunteer directions.
Use all available green lots — there is enough space for everyone.

⛔ Do Not:

Do not park in front of retail stores.
Do not block driveways, loading zones, or fire lanes.

Why this matters: We expect 600+ cars coming to Wealth Summit. There is enough parking for everyone, but we must not disturb the retailers. Otherwise, they will ask people to move cars in the middle of the day, which is very disturbing.

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