The first ever 2-day Summit specifically dedicated to EVERY possible tax strategy that can save YOU taxes in Real Estate transactions. Whether you're an investor or a professional in the industry, you don't want to miss this!!

The first ever 2-day Summit specifically dedicated to EVERY possible tax strategy that can save YOU taxes in Real Estate transactions. Whether you're an investor or a professional in the industry, you don't want to miss this!!

Dates

September 29th & 30th

Thursday & Friday 2 Full Days -

12 hours of content

Topics

10

Location

UNIVERSITY of Texas Austin
Conference Center

Nearby Locations

Dates

Topics

Location

September 29-30, 2022

Thursday & Friday 2 Full Days -

12 Hours of content

University of Texas

Austin Conference Center

Nearby Locations

What is the Real Estate Tax Summit?

The Real Estate Tax Summit is the ultimate real estate tax event in 2022. Virtually every real estate tax strategy will be covered from basic to advanced. This is a must attend event for anyone making money in real estate, including real estate professionals, realtors, tax professionals, real estate investors, and more.

What is the Real Estate Tax Summit?

The Real Estate Tax Summit is the ultimate real estate tax event in 2022. Virtually every real estate tax strategy will be covered from basic to advanced. This is a must attend event for anyone making money in real estate, including real estate professionals, realtors, tax professionals, real estate investors, and more.

TICKETS TYPES

Gold Premium

$599

+ 6 Month Access to ALL Session Recordings

+ Printed and PDF Workbook with All Session Presentation Slides

+ Some Cool Swag

+ All Access to the "After Tax Party"

Platinum VIP

$999

+ Front Section Reserved Seating Both Days

+ 6 Month Access to ALL Session Recordings

+ Access to Exclusive Networking Breakfast and Keynote Speaker Friday Morning (pre-sessions)

+ Printed and PDF Workbook with All Session Presentation Slides

+ Some Really Cool Swag

+ Exclusive Welcome Reception and Open Bar Wednesday Night with Mark and Mat

+ All Access to the "After Tax Party"

+ Less than 12 seats left

Lone Star Club

$2,999

+ Exclusive Welcome Reception and Open Bar Wednesday Night with Mark and Mat

+ Front Row Reserved Seating Both Days

+ Access to Exclusive Networking Breakfast and Keynote Speaker Friday Morning (pre-sessions)

+ Lone Star Club Experience Thursday Night with Mark and Mat

+ 6 Month Access to ALL Session Recordings

+ Printed and PDF Workbook with All Session Presentation Slides

+ Some Really REALLY Cool Swag

+ All Access to the "After Tax Party"

+ Less than 9 Seats Left

Virtual

$349

+ 6 Month Access to ALL Session Recordings

+ Virtual Giveaways to Viewers Every Hour and Live Q&A Chat Hosted with CPAs and Attorneys

+ PDF of Workbook With All Sessions Presentation Slides

+ Some Really Cool Swag Mailed to Your Home

* For those that attend all the Sessions, we will issue a signed Continuing Education Certificate for tax, legal, and general business education. We cannot guarantee that your professional regulatory body will accept said certificate as qualifying CE, but many had received approval for these classes in the past upon submission of the outline, session slides, and bios of the speakers. It is up to the attendees to pursue and obtain approval of the Continuing Education Credits. Partial credit and Certificates will be issued to attendees that don't attend all the sessions. (underline this last sentence) Attendees must make note upon registration on the day of the event that they are seeking a Continuing Education Certificate.

The "After Tax" Party

Friday, 5:30 - 8:30pm

All in-person guests get to attend the After Tax Party!

Everyone wearing a cowboy hat and/or cowboy boots gets a free drink ticket. That's 2 tickets if you wear both!

Bar opens and the party begins IMMEDIATELY after the last class!

Cash bar, appetizers, and Line Dancing!

Feat. The Mark Odom Band

Mark_Odom_Band_image

The "After Tax" Party

Friday, 5:30 - 8:30pm

All in-person guests get to attend the After Tax Party!

Everyone wearing a cowboy hat and/or cowboy boots gets a free drink ticket. That's 2 tickets if you wear both!

Bar opens and the party begins IMMEDIATELY after the last class!

Cash bar, appetizers, and Line Dancing!

Feat. The Mark Odom Band

Lone Star Club Experience

Thursday Night, the 29th, 6-9PM

Exclusive Welcome Reception and Open Bar Wednesday Night with Mark and Mat

Access to Exclusive Networking Breakfast and Keynote Speaker Friday Morning (pre-sessions)

Only 15 Attendees with Mark & Mat

Enjoy an Evening of a Real Texas Ranch

Horseback Riding, Tomahawk Throwing, Archery, a Texas BBQ, Smores around a campfire, and even have a beer in an old-time saloon!!

This WILL Sell Out. Register Now before all seats are gone!

40 in stock

Lone Star Club Experience

Thursday Night, the 29th, 6-9PM

Only 15 Attendees with Mark & Mat

Enjoy an Evening of a Real Texas Ranch

Horseback Riding, Tomahawk Throwing, Archery, a Texas BBQ, Smores around a campfire, and even have a beer in an old-time saloon!!

This WILL Sell Out. Register Now before all seats are gone!

40 in stock

Speakers

Mark Kohler

Mark Kohler

CPA, Tax Attorney

Mark is a best-selling author; national speaker; radio show host; writer and video personality; real estate investor; senior partner in the law firm, Kyler, Kohler, Ostermiller & Sorensen, and the accounting firm of Kohler & Eyre, CPAs. Mark is a personal and small business tax and legal expert, who helps clients build and protect wealth through wealth management strategies, and business and tax remedies.

Mat Sorensen

Mat Sorensen

Tax Attorney

Mat has been at the forefront of the Self-Directed IRA industry since 2006. He’s CEO of Directed IRA, a partner at KKOS Lawyers, national speaker, top ranked podcast host, best-selling author, and a self-directed retirement investor. Mat is also a contributor at Cryptopedia, writing on crypto IRA tax and legal topics.

George Pace

George Pace

Senior Vice President of Investments - Caliber Funds

George Pace is the Senior Vice President of Wealth Development at Caliber Funds. He assists investors in building their wealth and diversifying their income through private real estate investments. Prior to his current position, George was the Vice President at Verus Capital Partners, LLC where he advised his investors in the traditional markets, including stocks and bonds.

Kathy Fettke

Kathy Fettke

Co-Founder of Real Wealth

Kathy specializes in teaching people how to build multi-million dollar real estate portfolios through creative finance and planning. She is passionate about researching and then sharing the most important information about real estate, market cycles and the economy. Author of the #1 best seller, Retire Rich with Rentals, Kathy is a frequent guest expert on such media as CNN, CNBC, Fox News, NPR and CBS MarketWatch.
Bryan Kohler

Bryan Kohler

Em-Cee and MAster of Ceremonies

Bryan Kohler has been a partner at KYLER KOHLER OSTERMILLER & SORENSEN since 2003, specializing in Political Advocacy and Government Relations.  He has represented corporate clients such as the National Association of REALTORS, Goldman Sachs and 1-800CONTACTS as a national and state lobbyist for over 20 years. He is a prolific and often humorous public speaker with a wealth of real estate sector knowledge.

scott Saunders

scott Saunders

Senior Vice President of Asset Preservation, Inc.

Scott R. Saunders is Senior Vice President with Asset Preservation, Inc. (API), a subsidiary of Stewart Information Services Corporation (NYSE: STC). He holds a Business Economics degree from the University of  California at Santa Barbara. Asset Preservation is a leading national IRC §1031 qualified intermediary (QI)  and has successfully completed over 200,000 §1031 exchanges throughout the nation. 

kristie parker

kristie parker

Tax Attorney

Over a decade of experience advising clients on all aspects of business transactions. Kristie assists clients with corporate structuring, tax planning, negotiating and documenting business sales and acquisitions, corporate finance for early-stage companies, as well as employee benefits (such as self-directed retirement and health plans) for small business.

John Shekarchi

John Shekarchi

Directed IRA Board of Directors

John is an attorney, homebuilder, real estate developer and investor, and private money lender. He has self-directed his IRA into real estate deals and private notes for over a decade. He is a 1985 graduate of Providence College and a 1992 graduate of Suffolk University Law School.

Deven Munns

Deven Munns

Tax Attorney

Deven Munns is a Senior Associate Attorney and Regional Office Manager at Kyler, Kohler, Ostermiller & Sorensen. With a Master’s in Accountancy Taxation and a license to practice law, Deven is uniquely qualified to help investors protect their wealth through proven asset protection and tax mitigation strategies. Deven Specializes in complex tax planning and speaks on this topic regularly to groups of real estate investors, developers, accountants, and attorneys.

Ana Karina Klein

Ana Karina Klein

CPA

Ana is the CEO and owner of AKK Tax and Accounting. With over 10 years of accounting experience she spearheads the organization. Ana has been featured on various podcasts regarding her expertise in the specialty of real estate investing and small business sectors of accounting. Ana has always aspired to be an entrepreneur, and at the age of 28, she was fortunate enough to open her own practice.

Ignatius L. Jackson

Ignatius L. Jackson

CPA

Ignatius L. Jackson, CPA is a Certified Public Accountant in Phoenix, Arizona. Specializing in performing assurance engagements including audits and reviews of financial statements and small business accounting services such as compilations and bookkeeping services. I also have expertise in helping businesses plan and prepare their taxes as well as tax preparation for individuals and couples.

Joanna Garzilli

Joanna Garzilli

Manager, Marketing & Business Development

Joanna has extensive experience as a TV talk show host and is an award-winning Harper Collins author. She worked in journalism for the Editor of Euromoney Magazine and Piers Morgan at The Daily Mirror. Held positions at notable banks including investment banking at J.P. Morgan, P.R. at Goldman Sachs and corporate finance at Merrill Lynch in The City of London.

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