Who Should Attend?
Are you an active currency investor who would like to understand how to protect your investment and reduce your taxes? If so then this workshop will give you the confidence to invest with protection and avoid making costly missteps.
Why You Should Attend?
You are working hard to secure your financial future -- that is why you owe it to yourself and your family to protect your investment and gain the peace of mind that can only come from solid planning. Learn the different strategies and techniques used by serious investors to keep their investment secure and judgement proof. Learn the steps you must take now to minimize your taxes later.
During the seminar you will learn:
- Asset protection techniques used by the wealthy
- When a Corporation will benefit an investor and when it should be avoided
- Learn the impact a Limited Liability Company versus a Limited Partnership can have on your investing and asset protection
- Retirement plan options that will expand your investing opportunities and potentially save you thousands in taxes
- What is the appropriate entity for your particular form of investing
- How to reduce tax liability before you cash in your investment
- Which type of trusts to avoid and those that are beneficial
- How to shield your assets from problems, and turn those problems into solutions
- How to gift your investment that will withstand audit as a completed gift
- Those states that offer great asset protection and those states to avoid
- How to protect your wealth from frivolous lawsuits
- How to eliminate your exposure to personal creditors
- The crucial steps in cashing out your currency to minimize tax liability and provide protection
- Estate planning to pass wealth to successive generations
We'll cover the ins and outs of corporations, limited liability companies, partnerships, charitable remainder trusts, living trusts, retirement plans, and help you understand what is right for you. After participating in this interactive event, you'll have designed your personal wealth plan to meet your goals.
