Smart Strategies to Protect and Grow Your Real Estate Assets

In the U.S. legal system, there is no such thing as absolute “asset protection.” Real protection happens where estate planning, business planning, and tax planning come together. We'll cover how trusts and estate plans, LLCs/entity structuring, and tax-efficient strategies such as Deferred Sales Trusts, Charitable Remainder Trusts, Cost Segregation, Deferred Compensation, and more work in combination to help investors keep more in their pockets and reduce risk. We'll also discuss how high interest rates, tariff pressures, and geopolitical uncertainty (Middle East/Far East) can stall growth, and explore innovative ways to boast cash flow and build resilience in today’s market.
Stick around after the presentation for networking and connection-building with like-minded RE investors!
Speaker: Principal | Hariri Financial Partners Insurance and Financial Solutions (CA License #0K72662)
Bio: Bardia Hariri is a licensed financial professional and insurance agent with 10+ years of experience in finance, economic development, and growth strategies. He helps real estate investors, business owners, and families design tax-efficient, market-diversified plans that protect and grow wealth across generations.