The Trifecta – The Ultimate Tax & Legal Workshop
December 2nd & 3rd
Phoenix, Arizona
Tickets
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In Person All Access
$599 $499
+ In-person access to all
speaking segments
+ Physical copies of the Tax & Legal Playbook
+ Access to the recordings for 6-months
following the workshop
+ Lunch is provided both days
– Reserved Front-Row Seating to all
 speaking segments
– Round table dinner with Mark the
 evening before the event
VIP
$1,199 $999
+ In-person access to all
speaking segments
+ Physical copies of the Tax & Legal Playbook
+ Access to the recordings for 6-months
following the workshop
+ Lunch is provided both days
+ Reserved Front-Row Seating to all
speaking segments
+ Round table dinner with Mark the
evening before the event
Virtual
$399 $199
+ Virtual access to all
speaking segments
+ Physical copy of the Tax & Legal Playbook
+ Access to the recordings for 6-months
following the workshop
– Lunch is provided both days
– Reserved Front-Row Seating to all
  speaking segments
– Round table dinner with Mark the
  evening before the event
Workshop Information
The Trifecta is the core of all Mark teaches, creating the foundation for asset protection, saving taxes, and preparing for retirement.
This workshop will take you through all of the core strategies to building your Trifecta, helping you (or your clients) build bulletproof asset protection, implement game-changing tax strategies, and supercharge your retirement.
Location and Times
The workshop will be located in Phoenix, Arizona, on December 2-3, 2022.
THERE IS VERY LIMITED SEATING AT THIS LOCATION. IN PERSON WILL SELL OUT FAST!
What will Be Covered
The workshop will follow the outline of the best-selling book The Tax & Legal Playbook. Every attendee will get a free copy of the book in addition to a never before seen accompanying workbook (The Tax & Legal Workbook). Below you will find a rough agenda along with all of the topics for each part.
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The Agenda:
Day 1:
Part I – Pre-Season Planning
Part II – Getting the Most From Your Business Entity
Part III – Game-Winning Tax Strategies
Day 2:
Part IV – Protecting Your Assets
Part V – The Proper Approach to Partner and Investors
Part VI – Planning for the Next Season (Retirement Accounts & Estate Planning)
Part Breakdown
Part I – Pre-Season Planning
– Your Game Plan for Success
– The Trifecta Introduction
Part II – Getting the Most From Your Business Entity
– Sole Proprietorships
– Limited Liability Companies (LLCs)
– S-Corporations
– C-Corporations
– 199A Pass-Through Deduction Strategies
– Building Personal & Corporate Credit
– Battle Front Asset Protection for your Entity
Part III – Game-Winning Tax Strategies
–Â The Underutilized Business Tax Deductions
– The New & Improved Vehicle Deduction
– Wise Health-Care Strategies
– Hiring Family Members for Tax Savings
– Buying Rental Properties
– The Importance of Basic Bookkeeping
– Dealing with the IRS
– Tax-Saving Strategies for Selling Property
Part IV – Protecting Your Assets
– Affordable Asset Protection Strategies
– Privacy Measures vs. Hiding Assets
– Protecting Your Home From a Lawsuit
– Asset Protection in a Marriage and Divorce
– Cutting-Edge Asset Protection Strategies
Part V – The Proper Approach to Partner and Investors
– Documenting a Partnership
– Bringing on Investors
Part VI – Planning for the Next Season
– Retirement Plan Options
– Self-Directing Your Retirement Funds
– Family Trusts & Estate Planning
Needless to say, this workshop will be a game-changer. Mark will hit all of his strategies over two days making it one of the most powerful workshops business owners and tax & legal professionals can attend in 2022.
Live the Dream – The Financial Freedom Workshop
Start & Grow Your Business – The 8 Steps Workshop
The Trifecta Bundle
Get 20% off when
you purchase all
three workshops!