Tax Strategies
Summit

February 9TH, 2021
RSVP NOW

Register for our annual Tax Strategies Summit to learn more in 4 hours from 20 experts about navigating the tax code than most investment professionals do all year.  This event features 20 CPAs and tax experts on stage over a concise 4 hour event, teaching you how to structure deals to be more tax efficient.  This event is made up of 10-15 minute discussions of very specific areas of the tax code likely relevant to your team as well as several discussion panels around broader tax subjects which often are relevant to investment deals.   Here is what will be covered at this summit:
 
  1. Learn what QBI, R&D tax credits, bonus 179 depreciation, and areas of the 1,200-page tax coded matter more than most
  2. Get insights straight from CPAs and cost segregation service firms on how to maximize the use of cost segregation studies
  3. Identify a special designation to potentially claim with the IRS which could completely change how you can depreciate certain assets more quickly
  4. Understand the fundamentals of strategic tax planning and low hanging fruit areas to plan around
  5. Advanced real estate tax strategies beyond QOZ and Cost Seg strategies
  6. Hear how investment professionals are raising capital faster due to implementing the insights provided at this summit due to most investment offerings ignoring tax impact completely
If you are looking to have a great understanding of the tax code in short order to be a more effective investment professional or raise capital more effectively for your company this is a must-attend even for you and your team.  Please see below for registration details to RSVP.
Noah Rosenfarb, CPA

Noah Rosenfarb, CPA

InvestWithOurFamily.com

I counsel entrepreneurs that are looking for ways to enhance their wealth while working less, living more and enjoying financial abundance.

Laura Theiss

Laura Theiss

SingerLewak

Laura Theiss is a tax director for a SingerLewak, a thriving regional CPA Firm.

Tyler Baldwin

Tyler Baldwin

RCG Valuation

As a former Emmy winning TV journalist, Tyler has spent his entire career bringing viewers the valuable information they need.

Daniel McGrath

Daniel McGrath

RSM US LLP

Dan provides federal income tax consulting services related to tangible property and has over 25 years of experience in public accounting…

Leonard D. Way

Leonard D. Way

The Beach Company

Leonard Way joined The Beach Company in 1998. His career began as a financial analyst for NationsBank after graduating from Georgetown…

Seth Peabody

Seth Peabody

iTxRe

We create a proactive environment to assist businesses and individuals with annual income tax.

Randy Abeles

Randy Abeles

RSM US LLP

Randy Abeles is a private client services partner in the RSM US Chicago office, and a member of the firm’s national family office team.

Blake Plumley

Blake Plumley

BluWater

Blake Plumley is the founding principal with BluWater and has served as founder and Managing Member of several real estate and development..

Benjamin Marks

Benjamin Marks

Leveraged Equity Holdings Group, LLC

Benjamin Marks is the CEO of Leveraged Equity Holdings Group, LLC, a firm dedicated to commercial real estate investment and development…

Dan Kryzanowski

Dan Kryzanowski

Dan Kryzanowski is an active real estate advisor, investor, and partner. He specializes in niche segments, such as industrial and self-stora

Dr. Forrest Bryant

Dr. Forrest Bryant

High Speed Alliance

Dr. Forrest Bryant is the CEO of the High Speed Alliance; a Registered Investment Advisor. He is a former dentist and a successful…

Peter Habib

Peter Habib

MPI Family Office

Co-founder of MPI Family Office that owns business’s in healthcare and income producing real estate focusing on Multifamily, Senior Care…

Dave Zook

Dave Zook

The Real Asset Investor

Dave Zook is a successful business owner and an experienced real estate investor active in Multi – Family Apartments, Self-storage…

Member Testimonials

Testimonials | Here is what our clients are saying:

 You Will Benefit From This Event, Guaranteed. We only include practical proven marketing strategies and methods and we know you will get a ton of value out of attending this event.  If you attend and don’t get at least $1,000 worth of value for any reason at all, we will give you 100% of your money back within 1 business day.

 
 
 

Attendees:  Past attendees have included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, private business owners, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents.  This event places an emphasis on direct investments and deal flow, thus participants are typically either representing a deal or looking to invest capital in a new investment.

Risk-Free Offer: If you attend our summit and find that you don’t get at least $1,000 of value, The Family Office Club will give you 100% of your money back on admissions paid. You will also be allowed to keep a copy of the event recording and materials for your trouble. Our full refund policy can be found here.

Questions? Call us at +1 (305) 503-9077

We look forward to meeting and networking with you at this workshop and hopefully a few more of our events in 2021.

CEO & FOUNDER

Richard C. Wilson

FAMILY OFFICE CLUB

(305) 503 – 9077
11445 E Via Linda, Suite 2-623
Scottsdale, AZ 85259

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Tax Strategies Summit 2-9-2021
Premium Charter Membership (Monthly)
(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

*No risk trial renews at $199 on 1/29/2021 for 1 month, and then rolls into regular Charter Membership at $399/Month thereafter.

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