Hi 

The world of taxes and asset protection is changing fast.  Since COVID-19 and the new administration took over the government, things have been upended in many respects.  Ben Rucker, former IRS Special Auditor/agent, and I are taking a limited number of people on a two-day deep dive into the asset protection and tax worlds. 

That sounds boring, but we actually have a fun time with it, and over the years a lot of the boot camp attendees have become good friends of ours and good friends with other attendees.  We keep the group very small (10-15 couples), because it is intended to be basically a one-on-one experience with us.

We filled the full two-day (January 14 and 15) boot camp after only mentioning it on Cyber Monday. I've decided to open just a couple more spots.  I will extend a 30% discount to the first two folks that want to grab a spot with us next week.  The virtual boot camp is normally $1,499, but with the 30% discount you get the two days for $999.

It’s virtual, so you can attend with your spouse, business partner, kids, or whoever you want.  We ask that you have your video on during the event so we can interact with you.  With the extra income you’ll have using all our tax and legal tips, you’ll certainly make more in 2022 than the $999 attendance fee.  Plus, the attendance fee is tax deductible. See what we’ll cover in the agenda below. 

You can read more about the boot camp here.  But to get this last-minute opportunity price of $999, call Candy in the office at 801-802-9020 and register ASAP.  If you register today, we can probably still get you the hard copy of the 200+/- page workbook we use during the two days.

Lee R. Phillips

Money Making and Asset Protection
Virtual Boot Camp Agenda
January 14-15, 2022

Friday, January 14
8:30   - 10:30 a.m.       An Attorney’s Tools for Asset Protection, Taxes and Estate Planning
10:30 - 10:45 a.m.       Break
10:45 - 12:30 p.m.      Business Entities and other Tools
12:30 -   1:30 p.m.       Lunch Break
1:30   -   3:00 p.m.       Reduce Audit Risk and Tax Perks through Real Estate
3:00   -   3:15 p.m.       Break
3:15   -   4:15 p.m.       Trust In’s and Out’s
4:15   -   4:30 p.m.       Questions & Answers on Day’s topics

Saturday, January 15
8:30   -   9:45 a.m.       Business Formalities 
9:45   - 10:00 a.m.       Break
10:00 - 12:00 p.m.      Preserving Wealth
12:00 -   1:00 p.m.       Lunch Break
1:00   -   2:45 p.m.       Use New Tax Laws in Your Favor and Minimize Taxes
2:45   -   3:00 p.m.       Break
3:00   -   4:00 p.m.       Self-Directed IRAs, LLCs and Advanced Tax Tactics
4:00   -   4:30 p.m.       Q&A