Wealth Summit 2026

Location

35145 Newark Blvd, Newark, CA 94560, USA

Date & Time

Sun, Oct 25, 09:00 AM - 08:00 AM

$70

All-Inclusive Live Event: Breakfast, Lunch, Evening Snacks, Parking, Expert Sessions, and Networking Included

For High-Income Earners • Investors • Business Owners • Startup Founders

Build Wealth Smarter in 2026 — Reduce Taxes, Invest Better, Protect Assets, and Position for Opportunity

LEARN FROM THE TOP CPA IN THE BAY AREA

Sanjiv Gupta, CPA

Tax Strategist • CPA • Tax Educator

Wealth Summit 2026 is built for ambitious professionals, founders, investors, and families who want to move beyond basic financial advice and learn practical strategies used to save taxes, build cash flow, protect wealth, and make better long-term decisions.

High-income tax planning: strategies for W-2 earners, executives, tech professionals, physicians, consultants, and dual-income families.

Investor tax strategy: RSUs, ESPP, ISOs, stock sales, capital gains, AMT exposure, Roth planning, and portfolio tax efficiency.

Business owner optimization: entity structure, S-Corp planning, accountable plans, retirement plans, family payroll, reimbursements, and legal deductions.

Startup founder planning: equity compensation, QSBS, business structuring, fundraising readiness, exit planning, and tax-aware wealth creation.

Real estate wealth: cost segregation, bonus depreciation, passive-loss planning, REPS qualification, 1031 exchanges, and cash-flow design.

Asset protection: LLCs, trusts, holding companies, legal separation, estate planning, and multigenerational wealth transfer.

Reserve Your Seat

Full-Day Experience Included

Breakfast, Lunch & Evening Snacks Included

Wealth Summit 2026 is designed as a full-day learning and networking experience. Your ticket includes meals and hospitality so you can focus on learning, building relationships, and connecting with serious wealth builders.

Breakfast networking: connect with professionals, investors, founders, business owners, sponsors, and speakers before sessions begin.

Lunch included: continue meaningful conversations while building relationships with people serious about tax planning, investing, business growth, and wealth creation.

Evening snacks: stay energized through closing sessions, expert Q&A, and networking conversations.

Parking included: attend the full-day event with convenience and focus.

Featured 2026 Session

2026 Market Outlook & Opportunities

2026 may reward those who are prepared, informed, and positioned early. This featured session will help attendees understand where the economy, markets, taxes, real estate, and business opportunities may be heading — and how to act with clarity instead of reacting emotionally to headlines.

FEATURED SPEAKER

Deepak Sharma, EA

Tax Strategist • Investor • Wealth Advisor

For high-income earners: how to protect more income, reduce avoidable taxes, and make smarter decisions with bonuses, equity, and investments.

For investors: what to watch in stocks, real estate, interest rates, liquidity cycles, valuations, and risk assets in 2026.

For business owners: how to prepare for tax changes, cash-flow pressure, hiring decisions, growth planning, and asset protection.

For startup founders: how to think about equity, QSBS, fundraising, exits, liquidity events, and tax-aware wealth planning.

For real estate investors: how mortgage rates, affordability, rents, inventory, depreciation, and cash-flow trends may create risk and opportunity.

For wealth builders: how to build a 2026 action plan around liquidity, debt, taxes, compounding, downside protection, and opportunity capture.

Book Your Ticket Now

What You Will Learn at Wealth Summit 2026

This summit is designed for people who are serious about building wealth. You will learn how tax planning, investing, business structure, real estate, legal protection, and market awareness can work together to create long-term financial advantage.

High-Income Earners & Professionals

How to reduce taxes on salary, bonuses, equity compensation, and investments
RSU, ESPP, ISO, stock sale, AMT, and capital-gain planning
Retirement contribution strategies and Roth conversion planning
Education planning and family wealth transfer strategies

Business Owners & Entrepreneurs

LLC, S-Corp, C-Corp, and holding-company structures
Accountable plans, reimbursements, family payroll, and business deductions
Cash-flow planning, asset protection, and risk separation
How to build a tax-aware business instead of reacting at year-end

Startup Founders & Equity Holders

Founder equity, stock options, QSBS, liquidity events, and exit planning
How to prepare before a funding round, acquisition, or major stock sale
Tax planning before wealth is created — not after the event happens
Legal and financial structure for founders building high-growth companies

Investors & Real Estate Operators

Portfolio tax efficiency, capital gains, loss harvesting, and allocation strategy
Cost segregation, depreciation, REPS, 1031 exchanges, and passive-loss planning
How to evaluate cash flow, leverage, debt risk, and real estate opportunities
Positioning for 2026 market shifts without emotional decision-making

Asset Protection & Legacy Planning

Living trusts, irrevocable trusts, charitable planning, and estate tax awareness
Probate avoidance and multigenerational wealth transfer
Legal separation between operating businesses, real estate, and personal assets
Planning for family, philanthropy, and long-term control

2026 Wealth Strategy

How to think about inflation, interest rates, debt, and liquidity
How to separate market noise from real opportunity
How to protect downside while staying ready for growth
How to create a practical action plan for the next 12 months

Reserve Your Seat Back to Top

Call us on