NCREIA South Wake: From Properties to Protected Wealth

South Wake: From Properties to Protected Wealth: How to keep more, stay private, and pass on more wealth
with Stefan Belhomme

Real estate investing is about more than acquiring properties—it’s about keeping more of what you earn, protecting your assets, and creating a legacy. In this powerful session, Stefan Belhomme will break down advanced yet practical strategies investors can use to safeguard their wealth.

At this meeting, you will learn:

• Using trusts to reduce taxes on rental, flipping, & wholesaling income
• The dangers of using depreciation
• Avoiding capital gains on properties without the constraints of a 1031 exchange
• Why land trusts and LLCs don’t provide as much asset protection as you may think
• How to structure your trust to provide iron-clad asset protection
• Using life insurance to fund real estate
• Much more

Stefan Belhomme is the founder of Prudent Wealth Strategies, LLC and a Registered Tax Planner, Certified Tax Strategist, and Certified Estate & Trust Specialist. Since 2006, he has helped business owners and investors implement advanced tax and asset protection strategies to legally reduce tax liability and preserve long-term wealth. His sessions are known for being clear, actionable, and investor-focused.

(Note: To get registered for this in-person workshop, you MUST register at our website, Register Here To Attend)