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Slash Your Taxes, Improve Investment Performance, & Grow Your Wealth Rapidly
The ability to grow your wealth rapidly is 80% dependent upon how much you pay in taxes and how well your investments perform. Unfortunately, most CPAs are historians who tell you how much you make, how much you owe, and how to write large checks at the last minute when you least expect it. In this session, learn how to protect your income and gains from taxation by responsibly diversifying market-based investments into passive real estate and alternative classes designed to improve performance. We'll also go over how to slash your taxes by 30% or more and create tax-free wealth for life, implement an investment plan to grow your wealth, and recover up to 70% of your tax bill using solar tax credits.
With over 30 years of CPA expertise, Charlie Dombek is a leading authority in tax mitigation and investment strategy. He has raised $300 million in real estate equity, originated over $300 million in asset-backed loans, and managed $85 million in Forex (FX), delivering impactful strategies for clients worldwide.
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Dominic will offer insights specializing in delivering tailored premium financing solutions, empowering high-net-worth individuals and businesses to unlock opportunities and achieve financial growth with exclusive, strategic expertise.
MONEY MANAGEMENT
Discover how you can diversify your portfolio, achieve tax advantages, and take control of your financial future by investing in assets like real estate, private equity, and precious metals. Join Madison Trust to explore actionable steps toward financial freedom and learn how alternative investments have the potential to protect against market volatility.
TAXES
Dominic will offer insights specializing in delivering tailored premium financing solutions, empowering high-net-worth individuals and businesses to unlock opportunities and achieve financial growth with exclusive, strategic expertise.
MONEY MANAGEMENT
Join Darren Neuschwander, CPA, managing member of Green, Neuschwander & Manning, LLC, for insights and information to help traders file their 2024 federal tax returns. This session will go over how active traders can qualify for trader tax status (TTS) to deduct business, start-up, and home office expenses on 2024 tax returns. Active securities traders trigger many wash sale loss adjustments, which can defer capital losses to the subsequent year. TTS traders can elect Section 475 mark-to-market accounting on securities, which exempts them from wash sale losses and the $3,000 capital loss limitation. It’s ordinary income or loss. However, the 2024 Section 475 election was due by April 15, 2024.
TAXES
MONEY MANAGEMENT
ASSET PROTECTION
ASSET PROTECTION
INCOME
INCOME
TAXES
What should traditional and alternative investors in Canada know about the new capital gains tax changes? Find out in this session, as MoneySense Editor-in-Chief Lisa Hannam walks through what the changes mean and how they may impact investors. She will also answer the top five questions Canadians have about capital gains tax.
TAXES
The Money Multiplier teaches the importance of privatized banking, keeping money in the family and how to break the bonds of financial slavery you don’t even realize you are in. Everyone needs to understand how money really works and start taking back control of the banking function in their life. Jason Sipple will be showing you how to get ALL the money back for every car you will ever buy, drive, and own for you and your family, for the rest of your life. And if it works for a car, what else do you think it can work for? Anything; products, business expenses, taxes, services and investments (double dip on your money).
PERSONAL FINANCE