Early Bird Special

All Tickets 15% off


Tax and Legal 360

Phoenix, Arizona


This event will cover the following topics:

  • Paying Family Members in Your Business
  • Everything Roth IRAs: The Equation to Tax-Free Wealth
  • 401k Options for Small Business Owners
  • Estate Planning, Unique Assets, and the Benefits of a Revocable Living Trust
  • Exploiting the RE Professional Strategy: LT and Self Rentals
  • The Auto Deduction: Cars, Trucks, RVs, and More
  • Cost Segregation: Accelerating Depreciation in the right situation
  • Short-Term Rentals: Unique Tax Consequences & Opportunities
  • Advanced LLC Strategies: Multiple Rentals, COPEs, Series, and More
  • Board of Directors, Dining, Travel Deductions, and Electronics for Small Businesses
  • Advanced Self-Directing Strategies & the IRA/LLC
  • Getting out of Debt, Saving, and Building Wealth: You AND Your Clients
  • Writing off Medical Expenses and the Power of the HSA and HRA
  • Strategic Social Security Planning: When to start and how is it taxed
  • Tax and Legal Planning for Partnerships
  • 501(c)3s and Non-Profits to Leave a Legacy
  • The Power of the Charitable Remainder Trust
  • Asset Protection for our Personal Residence: TBE, DAPTs, Stripping, and more
  • Buying or Selling a Business: Tax and Legal Considerations
  • Capital Gains and Losses: The Fruit Basket of Netting Losses for Maximum Tax Benefits
  • 1031 Exchanges: Basics and Current Trends
  • Opportunity Zones – Another Option for Saving on Capital Gains
  • ERC: Employee Retention Tax Credit: What you still need to know
  • Life Insurance for Wealth Building and Tax Savings
  • Building Strong Client Relationships in Your Advisory Practice
  • IDC- Intangible Drilling Cost Tax Deduction Unleashed
  • Building a Tax Advisory Practice: The Transition, Billing, and Services
  • Trademarks and Intellectual Property – When, Why & How to Write-off
  • Captive Insurance: When to Consider and When to Run
  • New Developments in Crypto & NFTs: The SEC & IRS
  • Tax Planning for Undocumented Workers & Resident Aliens
  • Tax and Legal Issues Raising Capital with Partners or Investors
  • State Tax Saving Strategies – Planning Domicile and More

Additional information


Virtual, General, Premium, VIP