Join this free virtual event to build wealth, minimize taxes, and protect the assets you work so hard to build.
Presented By Hall CPA
2025 Tax, Legal, & Wealth Summit For Real Estate Investors
September 12-14, 2025
Free 3-Day Virtual Event
Discover How The 1% Use Real Estate To Build "Tax Free" Wealth
Learn Powerful tax, legal, and wealth strategies from Top industry experts.
The Road Ahead: Real Estate Market Forecast & Strategy
Tax Foundation & Scams to Avoid
The 2025 Tax Bill & Its Impact on You
Real Estate Law & Entity Structuring for Real Estate Investors
The Top Legal Mistakes Real Estate Investors Make and How to Avoid Them
How Did Audits Change in 2025
Building Long-term Wealth Through Real Estate
How to Protect Generational Wealth
Wealth Without Wasted Time: Master the Art of Finding & Funding Real Estate Deals
VIP Sessions:
Legal Q&A with Real Estate Attorney
1:1 Laser Coaching with Tax Experts
Live Major League Real Estate Podcast Recording with Special Guest
The real estate event you've been waiting for, designed to help you reduce tax, protect your assets, and build wealth.
Summit
SPEAKERS
Learn from the best and get real answers to your tax and legal questions.
Keynote Speaker
J Scott
Brandon Hall, CPA
Ron Rohde, Esq.
Nathan Sosa, CPA, MST
Keynote Speaker
Matthew E. Rappaport, Esq., LL.M.
Henry Washington
Tiffany Webber
Justin Shore, EA
Keynote Speaker
Gino Barbaro
Whitney Elkins-Hutten
Thomas Castelli, CPA, CFP®
Ryan Carriere, CPA
Past Summits
2020
A slam-packed inaugural event with speakers such as Bill Exeter, Jake & Gino, Dan Handford, Bill Smith, Leonard Raskin, CFP, and more!
A Glimpse at the Topics: Maximizing Rental Losses, Real Estate Syndication Structuring, Tax Efficient Exit Strategies, Tangible Property Regulations, An Overview of Cost Segregation Studies, Demystifying the Drop-and-Swap 1031 Exchange, and Raising Capital Effectively & Legally
2021
A second year success with speakers such as J Scott, Nick and Elaine Stageberg, MD, Brandon Hall, CPA, Yonah Weiss, Thomas Castelli, CPA, Glenn Solomon, Ron Rohde, Matt Rappaport, and more!
A Glimpse at the Topics: The Power of Vertical Integration, Basics of Tax Deductions, Investing Using Self-Directed IRAs, Understanding Partnership Operating Agreements, Lease Agreements & Increasing NOI, Asset Protection for HNW, and Estate Planning Strategies
2022
Another year of growth with speakers such as Peter Kim, MD, Henry Washington, Brian Chou, Yonah Weiss, Glenn Solomon, Kim Lisa Taylor, and more!
A Glimpse at the Topics: 5 Things to Be Aware of Before Investing in Real Estate, The Real Estate Professional Status, Real Estate Ownership Structures and Considerations, Boost Depreciation Expenses with Cost Segregation Studies, Estate Planning, Tax Issues for Limited Partners & Passive Investors, and more!
2024
The first year we introduced Wealth to the summit with incredible speakers such as Peter Kim, Kathy Fettke, James Svetec, Whitney Elkins-Hutten, and more.
A Glimpse at the Topics: Investing in Syndications: A Strategic Roadmap & Lessons Learned, How the 1% Use the Tax Code to Build “Tax-Free” Wealth, The Power of LLCs: Key Strategies Every Real Estate Investor Must Know, Estate Planning Essentials for Real Estate Investors, and more.
Questions and answers
Who is the summit for?
This event is for real estate owners and partnerships.
How will I benefit by attending?
The strategies revealed at the Summit are designed to safeguard your capital and set you on a clear path to building enduring generational wealth through real estate investing
Where can I find the event schedule?
As the Summit gets closer, the event schedule will be released.
Is travel required?
Travel is not required. This virtual event will be hosted on Zoom. Join us from your living room, your back porch, or your favorite coffee shop. This Summit can be climbed from the comfort of your own home.
Are there opportunities for networking and collaboration?
Of course! The 2025 Tax, Legal, and Wealth Summit will introduce you to experienced real estate investors and industry experts as well as their resources.
How many people will attend?
We anticipate between 500-1,000+ attendees!
Sponsors
Presented By:
Copyright 2024 by Hall CPA PLLC. All Rights Reserved.