The Business Owners & Investors Workshop
For the investors, entrepreneurs, and small business owners of America.
Orange County, CA
Basics Class – 1 Day
Basic Strategies for tax Saving, asset protection and building wealth.
– TOPICS –
4 Stages of Savings & Building Wealth
Getting out of Debt
Starting a Business
Difference in Entities
Using the S-Corp and LLC properly
Top 10 Tax Strategies
Advanced Class – 1 Day
Advanced strategies for tax saving, asset protection, building wealth, and saving on healthcare.
– TOPICS –
Short Review of Basics class
Cares Act PPP & EIDL Update
Paying Family Members in Your Business
199A Pass-thru Strategies
Integrating Asset Protection & Privacy
Self-Directing Rules to Maximize Retirement Accounts
Estate Planning & the “Trifecta”
Basics & Advanced Class – 2 Day
Everything in the basics class and the advanced class in one!
Plus you save $99 when you purchase both tickets at once.
The Business Owners Workshop (Condensed One-Day) - Dallas, TX | 10/2/21 | 9 AM - 5 PM
Venue Address: The Westin Dallas Park Central, 12720 Merit Drive, Dallas, Texas 75251 USA
Speaker: Mark J. Kohler
The Business Owners Workshop BASIC - Chicago, IL | 10/8/2021 | 9AM - 5PM
The Business Owners Workshop ADVANCED - Chicago, IL | 10/9/2021 | 9AM - 5PM
The Business Owners Workshop BASIC - Orange County, CA | 11/5/21 | 9 AM - 5 PM
The Business Owners Workshop ADVANCED - Orange County, CA | 11/6/21 | 9 AM - 5 PM
The Business Owners Workshop BASIC - Oahu, HI | 11/19/21 | 9 AM - 5 PM
The Business Owners Workshop ADVANCED - Oahu, HI | 11/20/21 | 9 AM - 5 PM
The Business Owners Workshop BASIC - Virtual | 12/3/21 | 9 AM - 5 PM
The Business Owners Workshop ADVANCED - Virtual | 12/4/21 | 9 AM - 5 PM
The Directed IRA Masterclass
An elevated educational experience.
Enjoy fine dining with the best
self directed experts in the world
Young Adult Financial Training
Everything that’s not taught in school
about money & taxes to help the next
generation reach their potential.
For a full refund, tickets must be cancelled 7 days BEFORE the event.
Tickets may be transferred to another location or to a virtual ticket up until 7 days BEFORE the event.
If you miss the event due to Covid or any other reason, you may receive the recording of the event but we will not give out refunds after the 7 day mark. All customers who pay for a ticket get access to a recording whether or not they attend in person.
No refunds are given after the event takes place.
Tickets are allowed to be transferrable to another person.
For any questions or changes to any ticket(s) already purchased email [email protected] to make arrangements.