September 9^th is a unique day for me.  It will be three years since my wife of 46 years died.  A lot has changed since she died.  COVID-19 came and forced us to do virtual meetings.  Asset protection has taken on new dimensions.  Taxation is not just a thorn in our side, it is now in our face threatening.

The government has become a direct asset protection threat in a number of ways.  As I prepare, for our upcoming fall boot camp, I can see that things are different.  I don’t know if you feel that or not. 

Ben and I have spent a year preparing a course on real estate taxation.  If you fully understand the power real estate has as a tax shelter, you can pocket a lot more money.

With an extra $80 billion in the IRS budget and 87,000 new IRS agents, the IRS is more than doubling in size and power.

Under Ben’s tutelage, I have studied IRS audits, how to prevent them, and what to do when you are audited.

I have discovered that most people writing on IRS audit prevention have no clue what they are writing about.  Ben was a special auditor/agent for the IRS for 8 years, and Tyrone who we work with was a former head of the IRS Western Division. 

Most people don’t know I’m a federal tax court attorney.  This past year I have fought the IRS in a case I filed for $1.5 million. It is ongoing in the US Federal Claims Court. (A court between the US Federal Tax Court and the United States Supreme Court.)

Ben and I will be hosting our fall two-day boot camp on Thursday and Friday, September 22 and 23.

We are doing amazing things in the tax world.  With a simple tax change, we delivered an extra $700,000 to a client.  His “experienced accountant” just plain missed the issue.  When you attend the boot camp, Ben will simply give you his $750 tax review on your last year’s tax return.

Ben can figure out what’s wrong with your tax return.  If you are a real estate investor, your accountant simply isn’t picking up all the nuances.  Accountants are not real estate investors.  Ben and I are both real estate investors.

Beyond the IRS, so many programs have been put in place that are simply mechanisms for redistribution of wealth – your wealth.  That’s an asset protection problem.

Estate planning seems boring, but it is now critical.  The government’s goal is to put a stake in the heart of the idea that “I will leave my kids better off than I was.”  That idea now requires even more planning to achieve.

This all sounds sobering if not depressing.  We will address these issues and a lot more in the two-day boot camp.  We have a number of folks preregistered since our last boot camp, but there are still spaces.  I limit the number of attendees to a handful, so we can interact.

I have thought of going back to live boot camps, but it is now so expensive to fly, stay in hotels, and everything else.  Maybe the virtual event is even better.  It saves you a lot of time traveling and a lot of money.

Sign up now and get the early bird discount.  Plus, don’t forget to use the coupon you got when you got the Accumulation and Preservation of Wealth materials.  .  I don’t have the expenses of a live event, so we substantially cut the tuition for the virtual event. 

Remember tuition is for two. I’ll see you there, and we will have fun.  Yes, a lawyer and accountant can be fun!