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Wealth Summit 2026

Wealth Summit 2026


Location

35145 Newark Blvd, Newark, CA 94560, USA

Date & Time

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

$70


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

GRAND GIVEAWAY – WEALTH SUMMIT 2026

ONE-WEEK LUXURY VACATION FOR TWO
✈ AIRFARE INCLUDED!

Luxury Vacation Giveaway

Experience Le Blanc Spa Resort Los Cabos — an adults-only, all-inclusive luxury beachfront resort!

🏨 Luxury Accommodations   •   🌊 Oceanfront Pools   •   🍽 Fine Dining & Drinks
🛎 Butler Service   •   💆 Spa & Wellness   •   ✈ Airfare Included

EXPLORE THE RESORT ↗

PROUDLY SPONSORED BY

HARIRI FINANCIAL PARTNERS

Insurance & Financial Solutions
Retirement Plans • Life Insurance • Wealth Planning • Business Succession

Giveaway subject to official terms. Specific amenities, travel arrangements and exclusions may apply.

MORE GIVEAWAYS AT THE SUMMIT

More Chances to Win from Our Sponsors!

Discover exciting prizes from our participating vendors. Visit their booths, meet the experts, and learn how to enter their special drawings!

SPONSOR GIVEAWAY

Win a Smart TV!

One lucky eligible attendee could win a Smart TV courtesy of Doma Loans.

Courtesy of Gaurav Vaish – Doma Loans

Visit Doma Loans ↗
SPONSOR GIVEAWAY

Win a 50" TV and AirPods!

Visit the Intero Real Estate Team booth to learn about their commercial real estate services and pick up your drawing ticket.

Courtesy of Intero Real Estate Team

Visit Intero Real Estate ↗
SPONSOR GIVEAWAY

Win an iPad!

Visit Amanda Vang to pick up your raffle ticket and explore short-term rental investment opportunities.

Courtesy of Amanda Vang Team
Short-Term Rental Specialist

Visit Amanda Vang Team ↗
SPONSOR GIVEAWAY

Win a 75" Smart TV!

Meet Faraz Sattar, Founder and Managing Partner of Accretive Wealth.

Learn about wealth management, alternative investments, and building long-term financial wealth. Ask their team how to enter the drawing.

Courtesy of Accretive Wealth

Visit Accretive Wealth ↗
SPONSOR GIVEAWAY

Win a 7.77 oz Silver Bar!

Enter for a chance to win 7.77 troy ounces of .999 fine silver.

Learn about The Wyoming Reserve's Qualified Opportunity Fund investment opportunity for accredited investors. Explore potential capital gains tax advantages and precious metals business investments.

Enter Silver Bar Drawing ↗

Courtesy of The Wyoming Reserve

Learn About the Qualified Opportunity Fund ↗
AirPods iPads Smart TVs 7.77 oz Silver Bar

Join Us at Wealth Summit 2026!

Discover valuable financial strategies, meet experienced professionals, enjoy powerful networking, and explore exciting sponsor giveaways.

Register for Wealth Summit 2026
Full-Day Experience Included

Breakfast, Lunch & Evening Snacks Included

Your Wealth Summit ticket includes meals, refreshments and parking, allowing you to focus on learning, building relationships and connecting with serious wealth builders throughout the entire day.

Breakfast Networking

Begin the day by meeting professionals, investors, founders, business owners, sponsors and speakers before the sessions start.

Lunch Included

Enjoy lunch while continuing valuable conversations about tax planning, investing, business growth and wealth creation.

Evening Snacks

Stay refreshed and energized through the closing sessions, expert Q&A discussions and evening networking.

Free Parking

Convenient parking is included, making it easier to attend and enjoy the complete full-day Wealth Summit experience.

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All meals, refreshments and parking are included with your Wealth Summit 2026 admission.
Free Course for Wealth Summit Attendees — $500 Value

When Investment Fundamentals Collide With AI

The investment environment is changing rapidly. Learn how to combine disciplined fundamental analysis with an understanding of artificial intelligence to survive, adapt and invest more intelligently in the challenging 2026–2027 market.

Fundamentals versus artificial intelligence investing course taught by Deepak Sharma

Fundamentals of Investing in the World of AI

Artificial intelligence is reshaping industries, business models, valuations and investor expectations. This course provides a practical framework for identifying genuine opportunities while controlling risk.

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Analyze business models, revenue growth, margins, earnings and free cash flow.
✓
Separate genuine AI opportunities from speculation and market hype.
✓
Understand valuation, expectations and the price already being paid for future growth.
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Evaluate competitive advantages, disruption risks and changing industry economics.
✓
Recognize when strong company fundamentals are not reflected in the stock price.
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Build a practical framework for surviving volatility and difficult market conditions.
COURSE INSTRUCTOR
Deepak Sharma, EA
Finance Coach • Tax Strategist • Investor

Learn a practical approach to analyzing companies, understanding valuations, managing investment risk and identifying long-term opportunities in a market increasingly shaped by artificial intelligence.

Complimentary for Registered Attendees $500 Course Value
Register and Receive the Free Course

Course access is complimentary for registered Wealth Summit 2026 attendees.

Featured Wealth Summit Real Estate Sessions

Real Estate Wealth Strategies

Learn how tax planning, property analysis, financing and legal structure can work together to improve real-estate decisions and support long-term wealth creation.

Commercial real estate, cost segregation, Qualified Opportunity Zones and financing strategies

Real Estate Tax Strategy

Understand depreciation, passive-loss rules, entity selection, capital-gain planning and other tax considerations affecting real-estate investors.

Cost Segregation

Learn how qualifying building components may be classified into shorter recovery periods, potentially accelerating depreciation deductions.

Qualified Opportunity Zones

Explore the structure, investment requirements, timelines and tax considerations associated with Qualified Opportunity Zone projects.

Commercial Real Estate

Evaluate office, multifamily, retail and industrial properties using cash flow, capitalization rates, lease quality, debt and market risk.

Commercial Financing

Understand loan terms, amortization, debt-service coverage, loan-to-cost, equity requirements and capital-stack considerations.

Structure & Asset Protection

Learn how LLCs, holding companies, operating entities and legal separation may help organize ownership and manage risk.

Build Smarter. Structure Better. Protect More.

A successful real-estate strategy involves more than purchasing a property. Investors must understand the property’s economics, tax treatment, financing structure, ownership structure and potential risks before making a decision.

Designed For

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Current and prospective real-estate investors
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Commercial property owners and operators
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Business owners purchasing or leasing property
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High-income taxpayers evaluating real-estate strategies
Strategies discussed are educational and depend on each investor’s specific financial, tax and legal circumstances. Professional analysis may be required before implementation.
Reserve Your Wealth Summit Seat

Join us for practical real-estate, tax, financing and wealth-planning sessions.

 

FREE ACCESS FOR WEALTH SUMMIT ATTENDEES ($500 Value): FUNDAMENTALS OF INVESTMENT IN THE WORLD OF AI

Commercial Real Estate Team