Discover Tax-Savvy Strategies from 16 Experts to Build and Protect Your Wealth
By providing my email and phone number, I agree to receive emails and text messages from the business.
Learn creative strategies that help you create wealth
while reducing tax
11/11 - 11/25, 2024
Discover Tax-Savvy Strategies from 16 Experts to Build and Protect Your Wealth
By providing my email and phone number, I agree to receive emails and text messages from the business.
Learn creative strategies that help you create wealth
while reducing tax
11/11 - 11/25, 2024
OUR EVENT SPEAKERS
Amanda Han
CPA | Real Estate Tax Strategist | Author | Forbes Finance Council
Amanda Han, CPA is a nationally-recognized tax strategist & top-selling author. She is a managing director at Keystone CPA, Inc., a firm that specializes in proactive tax planning for real estate investors nationwide. Amanda has been featured on prominent publications such as Money Magazine, Talks @ Google, NBC News Radio and Bigger Pockets.
Jeremy Ames
CEO, Guidant Financial
Jeremy Ames is the Co-Founder and CEO of Guidant Financial, a company that has helped launch of over 30,000 small businesses since 2003. Jeremy’s experience as a business owner spans both franchises and start-ups. He has owned three franchise businesses across the real estate, personal services, and wellness sectors and also founded or co-founded five other businesses, including ventures in the media and business services industries. He is a staunch advocate for small business ownership, believing it to be the best route to personal and financial independence.
Tommy Thornburgh
President, Prime Corporate Services
Tommy Thornburgh, President of Prime Corporate Services, is an incredibly accomplished and highly sought-after business advisor with more than 15 years of industry experience in entity formation and tax strategy. On top of helping entrepreneurs establish their own businesses, Tommy maintains a diverse set of entrepreneurial ventures of his own in real estate, stocks, and more.
Kim Larsen
Founder & CEO, The National Academy of Tax & Financial Strategists
Kim Larsen has earned his reputation as a world class tax and financial strategist, having been in practice since 1975. His firm KM Larsen Co LP works primarily with entrepreneurs to maximize their earnings and profits while paying the least amount of tax possible under the law. Kim is also the founder and CEO of The National Academy of Tax & Financial Strategists, a group that aims to help entrepreneurs build and scale extraordinary businesses. Kim has been a serial entrepreneur most of his life, starting at age 13, and has recently founded two private equity firms, one investing in the fractional CFO space and the other focused on subscription-based businesses. An author, speaker, and mentor, Kim lives at his homes in Las Vegas and on the beautiful island of Maui, which he loves. His greatest joy is the rewarding experience of seeing the people he works with succeed.
Ana Karina Klein
CPA | Real Estate Tax Strategist
Ana Klein’s mission is to educate people on building wealth with real estate using IRS rules to minimize tax liability and maximize savings. As a subject matter expert, she is passionate about teaching financial strategies that aren’t taught in school to help others break free from the 9-5 grind.
Kaaren Hall
Self-Directed IRA Expert. Founder and CEO of uDirect IRA Services and OCREIA
Kaaren Hall is the CEO of uDirect IRA Services and has over 20 years of experience in property management, real estate, and lending. She founded her firm in 2009, helping thousands of investors use self-directed IRAs to invest beyond Wall Street. An active public speaker, Kaaren also serves on the Board of Directors for the Council on Aging – Orange County and has been involved with RITA since 2011.
Yonah Weiss
Cost Segregation Expert $100s of Millions of Taxes Saved for Property Owners
Yonah Weiss is a Cost Segregation Expert at Madison SPECS, which has done over 14,000 cost segregation studies covering all 50 states. The result of this effort is a whopping savings number, currently totaling over $3 billion.
Nate Hare
CISP, RMLO, VP Sales & Strategic Relationship, Directed Trust Company
Nate Hare is the Executive Director at Directed IRA with over 10 years of experience in the self-directed IRA industry. A Certified IRA Services Professional (C.I.S.P.) and licensed loan officer, Nate has overseen thousands of self-directed IRA investments. He is a recognized expert, speaker, and educator in self-directed IRAs, contributing to outlets like US News and World Report. Nate has been instrumental in the growth of Directed IRA, named one of the fastest-growing companies in the U.S. in 2023.
Mauricio Garcia
Executive Field Chairman, HGI
Mauricio Garcia, Executive Field Chairman of HGI Group, is a renowned finance expert known as the "Harry Potter of Finance”He specializes in helping clients eliminates taxes, volatility, and costs in retirement plans and has trained over 3,000 individuals across North America. Mauricio is also a successful entrepreneur and creator of inspiring content for entrepreneurs.
Chad Holmes
Financial Advisor, Author of The Inheritance Playbook
Chad began his career in public accounting at a Big 4 firm in Memphis. He now runs a boutique financial planning firm in Alabama serving families all over the country that seek to minimize taxes and maximize legacies. As an expert in his field, his advice has been published in various outlets, including The Wall Street Journal, MarketWatch, and Yahoo Finance. At Formula Wealth, Chad offers flat fee engagements as a fiduciary advisor—no products to sell or commissions to earn. Outside of work, Chad enjoys cooking, traveling, and spending time with his wife and daughters. He is a CFP, a CPA, and a CPWA (which is a Certified Private Wealth Advisor). His latest accomplishment is becoming a bestselling author with his new book, The Inheritance Playbook – Helping Your Parents Pass the Torch, Not the Tax.
Brian Chou
Estate Planning & Asset Protection Attorney
Brian Y. Chou is an attorney at Barth Calderon LLP, specializing in asset protection, estate planning, and business succession. He works with clients from young families to wealthy investors, helping them protect assets and plan for the future. Brian is a State Bar Certified Specialist in Estate Planning, Trust, and Probate Law and a sought-after speaker at universities and professional groups.
Jimmy Atkinson
Founder of OpportunityZones.com
Jimmy Atkinson is founder of OpportunityZones.com, the world’s leading authority on Opportunity Zone investing. He is also host of The Opportunity Zones Podcast, the #1 show for High-Net-Worth investors and advisors who place capital in tax advantaged Qualified Opportunity Funds.
Tim Mai
Fund Manager, HERO Wealth Fund
Tim Mai is an industry leader with over $50M in real estate transactions and is a GP and LP in 2,800+ multifamily units. As the founder of HERO Wealth Partners and HERO Wealth Fund, he helps investors achieve stable cash flow and long-term wealth through multifamily and commercial real estate investments. Tim has also taught thousands how to start in real estate investing.
Jennifer Semien
CPA, Fund Manager, HERO Wealth Fund
Jennifer Semien is a wealth-building advocate with over 20 years of accounting and finance experience. After a successful corporate career, she is passionate about helping others achieve financial independence and early retirement.
Allen Pryor
VP Business Development, Thrive Wealth Solutions
Allen Pryor is a Financial Professional that has been licensed in the industry for over 10 years. He specializes in using innovative solutions and specially designed, often complex financial tools that help families grow their estate wealth at exponential rates.
Jamie Fogal
Wealth Strategiest & Business Consultant, Nexxess International
Jamie Fogal is a financial wellness professional who guides business professionals to achieve their financial goals with confidence. She helps clients avoid major financial pitfalls and implement strategies for long-term success through a holistic and personalized approach tailored to each individual’s needs.
Event Organizer & Host
Irene Zhang
Founder, Asian Creative Investors Network (ACIN)
Irene Zhang is a Silicon Valley tech marketing professional turned investor, connector, speaker, and event host. She is passionate about inspiring people to think beyond conventional boundaries and explore creative finance and alternative investments, such as real estate, private lending, business acquisitions, private equity & venture investing. Irene is committed to empowering people with quality education, meaningful connections, and high-value investment opportunities.
WHY SHOULD YOU ATTEND OUR MASTERCLASS
Unlock Hidden Tax Strategies
Go beyond basic investment advice. Learn how to minimize your taxes with advanced strategies like real estate investing, charitable donations, tax-efficient life insurance, etc. to maximize your wealth while reducing tax bills
Take Control of Your Wealth
Empower yourself with the tools to grow and protect your wealth. From self-directed IRAs to inheritance planning, you’ll gain actionable insights to take full control of your financial future with smarter tax-saving techniques.
Strategic Path to Financial Growth
Get expert advice from top professionals on building wealth while optimizing your tax strategy. This masterclass covers everything from investment strategies to life insurance and estate planning, giving you a complete roadmap for long-term financial success.
GENERAL Ticket FREE
Access to each session when it is released for 48 hours
Access to the Creative Investors Network skool community
Email summary of each session
Newsletter subscription of the Creative Investors Way
VIP Ticket $97 $47
All the features of General Admission PLUS
Lifetime access of all session recordings
One month FREE Access to the Creative Investors Inner Circle membership (
$67 per month) $0 for 1 MonthAccess to double-digit private investment opportunities
Virtual Networking
Expert Q&A
What time will the Masterclass series start and end?
The masterclass will be available starting on November 11, 2024. Each day we’ll send one masterclass session to your email and you’ll have 48 hours free access to watch them.
Will we know the agenda in advance?
Yes, we’ll send the full agenda schedule to you in advance.
Will the sessions be recorded and how do I get access to the recording?
The masterclass sessions are pre-recorded. With the free general admission ticket, you can watch them within 48-hour window. And if you want life-time access, you can have it by purchasing the VIP upgrade ($47)
GENERAL Ticket FREE
Access to each session when it is released for 48 hours
Access to the Creative Investors Network skool community
Email summary of each session
Newsletter subscription of the Creative Investors Way
VIP Ticket $97 $47
All the features of General Admission PLUS
Lifetime access of all session recordings
One month FREE Access to the Creative Investors Inner Circle membership (
$67 per month) $0 for 1 MonthAccess to double-digit private investment opportunities
Virtual Networking
Expert Q&A
Tax-Savvy Investing Masterclass © 2024 | All Rights Reserved | Terms & Condition