"The Life Cycle of a RE Investor": Assets, Entities, Taxes & Estates

Register at www.icorockies.com/events/icor-main-event31021

"The Life Cycle of a RE Investor": Assets, Entities, Taxes & Estates

You worked hard all your life to build your assets and to accomplish your dreams. Why blow it now? Develop your long-term plan and avoid the mistakes that can take you by surprise by understanding the economic life cycle of a real estate investor.
• Hear the strategies that allow President Donald Trump to reduce his Individual federal income tax payment to only $750 (rent losses offsetting gains)
• Learn the secrets of the Jackie Onassis and the beneficiaries of Sam Walton (Walmart fan) to pass assets to their family’s heirs tax-free (charitable lead trust)
• Identify strategies to protect your high value assets from creditors and others
• Understand the hidden secrets to not wasting your dollars paying taxes you do not owe
• Use the Retirement Roadmap to build your nest egg for the future
• Discuss the fundamentals of managing your business, tracking your cash, and reporting your results
• Discover exit strategies to allow you to liquidate your assets when you are ready to exit or transition your business to the life you always dreamed of having.

Join Larry Stone from Stone CPA and Advisors, nationally recognized tax coach and investment advisor, Eve Hoelzel, Farmers Insurance, and James Evans from The James Donavan Evans Group, Estate Attorney and Licensed to practice before the United States Supreme Court, as they discuss the life-cycle issues for the Real Estate Investor from beginning your business, to growing the business, to exiting the business (including creating that family dynasty)