Qualified Opportunity Zones (QOZ) offer significant benefits to investors and entrepreneurs and can often be overlooked. With this webinar, we are joined by Kirk Walton of GPWM Funds who specializes in QOZ’s and maximizing cashflow, tax savings and profit. You will learn how to take advantage of the tax incentives and other benefits available from investing in a QOZ. you'll discover how to make the most of this lucrative investment strategy.Kirk illustrates the benefits of QOZ’s by breaking down actual deals he has worked on, and explains how cost segregation studies and accelerated depreciation can generate passive losses which offset future income from assets or W-2 earnings. He also discusses the differences between a 1031 exchange and investing in an opportunity zone fund, such as getting new basis in assets for depreciation deductions and having more time to identify investments.We also discuss how the Opportunity Zone legislation provides a unique window in time for wealthy individuals to change communities and set up their family and children for long term, tax free growth of real estate. He explains that his fund focuses on rehab projects which provide additional tax savings such as deductions from donating old furniture and fixtures, deductions from qualified improvement property, cost segregation studies, and more. Kurt emphasizes the importance of looking at the totality of an individual’s situation when considering investing in an Opportunity Zone Fund.About Kirk:Since the late 1990s, Kirk’s combination of expertise in taxation, estate planning, law, personal finance, and investments has helped him become an elite comprehensive wealth manager, catering to the needs of high net worth individuals and families, including many prominent entrepreneurs, top level executives and venture capitalists in the technology sector. Prior to founding GPWM, Kirk started Eagle Financial Advisors, a fee-only registered investment advisor, in 2002. Prior to founding his own firm, Kirk was a partner with the Ayco Company (now a Goldman Sachs Company) and is an active member of the Idaho and California state bars. Kirk graduated in 1994 from Brigham Young University, majoring in Classical Studies, and earned his J.D., magna cum laude, from Pepperdine University School of Law.To learn more go to: https://gpwmfunds.com/about-gpwm-2

Join Jason Campbell, founder of Zen Wellness to discuss the challenges and stressors of tax accountants and entrepreneurs, and simple exercises that can help us overcome these challenges as we discuss his work in helping entrepreneurs in wellness through meditation, breathing techniques and exercises I think all of us tax accountants could use him right now during busy season! We will also discuss his other entrepreneurial endeavors, which include music, Virtual Reality, and buying a Ghost Town!To learn more about what Jason is working on, Checkout: https://www.jasoncampbellmusic.net/https://whatsyourcleator.com/

We are so excited to finally be discussing ADVANCED STRATEGIES FOR COLLEGE FINANCING with our clients this year! Join me and Ron Caruthers on THURSDAY, FEBRUARY 16TH at 7:15 pm EST to discuss how you can win the tax and financial planning game for your children's college educations! In this webinar we will discuss:- Why 529 Plans Maynot be the Best Strategy to Save for College- Why Your Asset Ownership and Entity Structure Matter- Lessor Known Factors that Impact How Much Assistance You May Receive from Universities- Actions You Can Take to Save Thousands in College TuitionRegister to Attend HERE and BRING YOUR QUESTIONS!About Ron:Ron Caruthers is the nation’s foremost expert on college planning and college funding. He’s loved by hundreds of parents for finding creative and effective ways to fund their children’s college dreams while keeping them on track for retirement. Many know Ron as their Financial Fixer.Ron was born and raised in Santa Monica, California—right up the street from the Santa Monica Pier. His parents later moved inland where Ron graduated from Sunny Hills High School in Fullerton, CA in 1985 as valedictorian – ranked 1st of 419 seniors. However, Ron and his family found themselves unable to pay for college – a situation many of our clients understand all too well.This setback forced him to take a hard look at how unprepared most students are for college, career, and managing their money after college.Since then, he has worked with over 4600 families to help make their children’s dreams a reality, while providing sound financial guidance along the way!Ron Caruthers was an adjunct instructor at Palomar and Mira Costa Colleges in San Diego, California, and a regular on San Diego’s morning news programs. He has been interviewed on ABC, CBS, NBC and FOX. He has also been quoted in Newsweek, Inc. Magazine, USA Today and the Wall Street Journal, among other publications.He currently enjoys life in Carlsbad Village, a town on the water about 35 miles north of downtown San Diego with his wife Sylvia, 15 chickens, and a purse dog named Star. He is dad to three children, Jessika, Brennan and Lexi,–all who went to college for free. Jessika went to USC and Brennan graduated from Northeastern in May of 2018.

Join me and LouBrown as we discuss how he has implemented a profitable single family rental portfolio using lease options and the strategies that allowed him to ensure positive relationships, profitable terms and reduce taxes while providing affordable housing opportunities. We then drive into trust strategies and the incredible ways trusts can be used for asset protection, estate planning and tax planning.Learn more about Lou at:https://streetsmartinvestor.com/about/About Lou:Real Estate investors in all fifty states across Canada and fifteen foreign countries including as far away as Australia and New Zealand. have long regarded the training, systems and forms created by Louis Brown as the best in the industry,Quoted as an expert by many publications and authors, “Lou” draws from a wide and varied background as a real estate investor having been buying property since 1976. He’s invested in single-family homes, apartments, hotels, developed subdivisions and built and renovated homes and apartments. Each of these experiences has given him a proving ground for the most cutting edge concepts in real estate today.He’s widely known as a creative financing genius with his deal structuring concepts. Being a teacher at heart he enjoys sharing his discoveries with others.He has served the industry in many volunteer positions such as past President and designated lifetime member of the Georgia Real Estate Investors Association, the world’s largest real estate investor group. He is also founding President of the National Real Estate Investors Association, which serves as the umbrella association of local investor groups.Husband, Father, Author, Lecturer, Inventor, Investor, Builder, Designer, and Real Estate Expert are all descriptions of this exciting trainer.In this webinarwe'll discuss:How Lease Options CreateGreat TenantsTax Strategies for LeaseOptions and Capital GainsUsing Trusts for CapitalGains and Ordinary Income Tax PlanningHow Trusts Can Protect YourAssets

Come checkout our live and interactive webinar where we discussed how to align different 1031 Exchange strategies with your business/investment goals and tax strategies. Together with Dave Foster, Founder and CEO of The 1031 Investor, we shared the many different creative ways we have used the 1031 exchange to help our clients build their businesses and minimize taxes.If you're interested in learning more, email: [email protected]

Join me and Chase Ravesten from Vistia as we discuss unique strategies to reduce taxes besides investing in real estate and doing cost segregation studies, there are many other ways you can reduce our clients taxes that we have discussed. Some of the topics include:- Pending Legislation for Conservation Easements- Qualified Opportunity Zones- Oil and Gas Mining Wells- Capital Gains Planning- Retirement Account Distribution Tax Strategies

Listen in as Kyle Candlish and I discuss the most advanced tax strategies available for high net-worth individuals, high income earners and highly profitable businesses. This Will be a great chance to learn about some of the most advanced techniques we use to create the highest amount of tax savings allowed by law for our clients.This conversation will be great for individuals and business owners with incomes over 1 Million per year. Even if you don’t fall into this category, it will be a great opportunity to learn some of the creative tax saving opportunities that will come available when you have more income and cash on hand to protect from the IRS. We discussed some of the more advanced financial instruments and structures that we create for our clients to further reduce taxes beyond the commonly known strategies. Some of the topics will be: multiple entity structures, oil and gas mining wells, state tax deduction limit workarounds, trusts, insurance companies, charitable LLC’s, charitable remainder trusts and conservation easements.

Join me and Keith Langlands, CPA as will discuss one of my favorite tax strategies - Captive Insurance Companies! This can be a powerful tool to self-insure against a wide variety of risks in your business, and will be structured in a way that can save you millions in taxes over the life of your business. Some of the many potential tax benefits include:- Moving Income from 1040 to C-Corps with Lower Tax Brackets- Qualifying for More Qualified Business Income Deductions- Converting Ordinary Income to Capital Gains Income- Creating Tax Advantage Vehicles to Invest in Securities- Shifting and Timing of Income and Exit Tax Planning OpportunitiesIn this webinar we will discuss:- How to Create Captive Insurance Companies- What Kinds of Businesses Benefit from Captive Insurance Companies- Risk Reduction Benefits of Captive Insurance Companies- Tax Benefits of Setting up a Captive for Your Business

We had a great conversation with David Podell of Business Benefits Consultants on how to reduce your taxable income by hundreds of thousands per year using benefit plans with your businesses.This will be extremely valuable for our clients who are looking for additional strategies to further reduce their taxes after the cost segregation studies have been performed. Some of the topics we will cover are:- How to Pull Profits from Businesses on a Pre-Tax Basis- How to reduce your taxable income by hundreds of thousands per year with pension plans- Long-Term Income Timing Tax Strategies- Tax Reduction Plans for Business Owners with Active Income and Employees- Potential Tax Benefits of Generating Active Income for Real Estate InvestorsAbout our guest:David Podell started Business Benefits Consultants when he identified a niche space that was filled with complexity and a need for systems in the larger deductible tax strategy space. He has lectured extensively as an industry thought leader and sought out specialist. He has been featured in FORBES, American Institute of CPA’s, CPA Practice Advisor, and multiple small business journals. His firm is commissioned by accountants and financial advisors throughout the country to provide an outsourced solution that allows those professionals to adapt and manage these plans for their clients. He can be contacted at: [email protected]

If you're interested in learning more about us, email: [email protected]