How to write off the Family Vacation in Orlando – and Learn about SDIRA’s/401k’s, The New Tax Law, Entities & Asset Protection, and Tax Saving Strategies.

 

Class is from 7 am to noon for 5 days – June 25 – 29.  Spend the rest of the day with the family at Disney, Universal or the like – and write off the family vacation

 

How does the write-off work?  Any day where more than 4 hours & 1 minute are spent on business is a “business day”.   You can write off “getting there” (car, air, etc.).  You can also write off one hotel room and (your) meals on business days.  We are having 5 hours of class each day, so each day is a business day.  But class ends early so you can make the most of the local attractions and time with the kids.

 

The Vacation-to-Orlando Write Off:

  • Spend up to 9 days in Orlando and write off the cost of getting there (auto mileage even if kids are in the car, or your plane ticket but not theirs)
  • The hotel room can be written off. Separate rooms for kids cannot be written off.
  • Your meals can be deducted on your tax return, the kids’ meals cannot.
  • If you are going to learn from me, might as well make a fun, deductible family event out of it!

 

LOTS of Q&A Off the Clock Instead at my usual $400 per hour

 

Self-Directing IRA’s, 401k’s, HSAA’s, and CESA’s

  • How to Make Small Accounts into Large Accounts
  • How to NOT grow IRA’s based on the Tax Court’s huge new ruling in the Mazzei
    • Hint: Assignments are out, as are many types of option deals.  We’ll discuss what works, what does not, and, most importantly, why.
  • Why I run ALL of my deals via these accounts – and how you can too
  • Detailed discussion of how to avoid the dreaded Prohibited Transactions (they literally destroy the IRA with the government getting about half the balance)
  • Why I won in Tax Court the two times I sued the IRS in IRA cases
  • Detailed discussion of UBIT (“Unrelated Business Income Tax”)
    • When it applies
    • How to avoid it
    • How to reduce it when it cannot be avoided
  • “Check Book LLC’s” – when they make sense and when they do not
  • Powerful techniques to use OPM to supercharge your accounts
  • Why you DO qualify for a Roth no matter how much you make (your CPA is wrong)
  • How one anonymous investor is running 40 rehabs per year through his Roth

 

 

Entities & Asset Protection

  • How many LLC’s?
  • When does Nevada/Wyoming/Delaware make sense – and when not
  • Should you have a holding company?
  • Should you have a management company?
  • Series LLC’s – too good to be true?
  • Land trusts – helpful or guru malarkey?
  • How to figure out what causes lawsuits – and avoid them.
  • How to maintain your entities (few of you are doing this, making your existing structure useless)
  • When to use S-Corporations and C-Corporations
  • Why Nevada & Utah tax/asset protection advisors are evil – and wrong – and expensive
  • What entities protect – and what they do not

 

New Tax Law

  • The new “Pass-Thru Deduction” can trim up to 30% off of your taxes. We will discuss how to qualify in great detail, including:
    • Rentals
    • AirBNB’s/Short-Term Rentals
    • Rehab & Retail
    • Assignment/Wholesaling
    • Private & Hard Monday Lending
    • Realtor & other service providers
  • HOW TO WRITE OFF 15% OF THE COST OF YOUR RENTAL PROPERTIES
    • Example: You buy a rental property for $100,000 in 2018.  Following our careful interpretation of the new tax law, you get a $15,000 deduction in 2018.
  • How dramatic changes to C-Corporations radically impact Choice of Entity and Kill UBIT
  • Important Changes:
    • 1031 Exchanges
    • Personal tax return opportunities & traps
    • Subtle changes to IRS accounting rules simplify your accounting AND save you money
    • Why having a “Trade or Business” matters more than ever (and how to make sure your activity is a Trade or Business and not just “investment”)
    • Radical changes to choice-of-entity for private lending
    • Why paying the kids a salary became even more valuable

 

Tax Planning

  • Health Reimbursement Arrangement – What they are, when they beat Health Savings Accounts, how to create & run one, and a free sample plan
  • How to meet five hours in Mexico/Caribbean and write off the plane ticket for the entire week-long trip
  • What is a “real estate professional”, should you be one, how to qualify
  • “Dealer” Status – how it is different from being a “real estate professional”, what it means and what to do about it
  • How to maximize depreciation deductions on your rentals – are you depreciating the driveway, shrubbery, and patio?
  • How to get nice furniture in your personal home – tax-free
  • Using a vacation house for tax reduction
  • Taxation of Airbnb rentals.
  • Writing off things you love to do/How the IRS treats hobbies
  • 1031 Like-Kind/Tax-Deferred Exchanges, some creative twists
  • And much, much more.

 

TUITION

$1,499 per person.  Note:  I charge $400 per hour.  $1,499 would normally equal less than 4 hours of my time.  The seminar should involve about 23 hours of speaking time, with lots of opportunity for Q&A.  It is an excellent value.

 

Spouses & children of attendees can come for an additional $300 each.

 

Dear Negotiators NO EXCEPTIONS, DO NOT CALL TO HAGGLE, I WILL JUST MOCK YOU.  I am not in foreclosure, have not lost my job, and am not getting divorced.  In short, I am not a “Motivated Seller”.  The value offered is excellent.  Google me & reviews of my workshops.  They are painfully full of real-world content and are emphatically not a “sales-fest”.  The sheer quality & quantity of information will cause you to bleed from the nose & ears.  Bring a hanky.

 

Seating is limited to 50, first paid, first served.

 

Location

Double Tree Hotel

At the Entrance to Universal Orlando

5780 Major Boulevard

Orlando, FL 32819

(No room blocks, book wherever you’d like on your own)

 

To Order:

Email –  help@realestatetaxlaw.com or call or text Tina at (614) 207-2441 or fax (614) 750-3001.

 

Information I will need:

  • Name of attendees
  • Email, address & phone number of attendees
  • I will then bill you via Pay Pal so you can pay via credit card (no need to join Pay Pal)
  • You can also mail a check to Real Estate Tax Law, LLC, 666 High Street, Suite 200A, Worthington, OH

43085

  • Refundable through June 18, 2018, with a $50 processing fee kept by us, no refunds after the 18th.