Learning is a Lifelong Endeavor

One of the biggest lessons that I learned from my parents was that "Learning is a Lifelong Endeavor." So this week I attended the Tax & Legal 360 - Year-End Tax Strategy Conference. I really hope that next year I will be able to attend in person. I attended the following classes:

November 30, 2023

1. Main Stage: Annual Update

2. Break Out - 401K Options for Small Business Owners

3. Break Out - The Power of Dining & Travel write-off

4. Break Out - Short Term Rentals

5. Main Stage: Panel "My Favorite Tax Strategies"

December 1, 2023

1. Main Stage: S-Corporations

2. Break Out - Everything Roth IRAs

3. Break Out - The 105 (HRA) Plan for Small and Medium sized business owners

4. Main Stage: Fireside Chat with Mark J. Kohler and Robert Kiyosaki

5. Break Out - Paying Family Members in Your Business

6. Break Out - Cost Segregation: Accelerating Depreciation in the right situation

December 2, 2023

1. Main Stage: Panel "Alt Asset Investments with Tax Strategies"

2. Break Out - Utilizing the RE Professional Strategy

3. Break Out - Advanced Self-Directing Strategies & the IRA/LLC

4. Break Out - Tax Reporting and Legal Planning for Partnerships

5. Main Stage: Final Takeaways and Succeeding in 2024

I haven't been this excited in a long time. I have so many new ideas for my current and future clients. The main idea is something that Wall Street doesn't want you know about: Self Directing Accounts.

Interested in Learning More - Feel free to book an appointment on Calendly here.