Register Today

Tuesday, May 26th

or

Thursday, May 28th


at 6:00 PM

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1111 Timberloch Pl., The Woodlands, TX 77380

ADVANCED TAX STRATEGIES

FOR A COMPLIMENTARY DINNER EVENT

PLEASE JOIN US

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PRESENTED BY PROVIDENT WEALTH ADVISORS


  • How to create 100% tax-sheltered income through Self Storage and Oil & Gas strategies (Sec 301(c))
  • Why Oil & Gas investing is uniquely positioned right now for income, growth, and tax advantages (IRC Sec 263(c))
  • Strategic approaches to reducing Capital Gains exposure using provisions from The One Big Beautiful Bill (IRC Sec 1400Z-1)
  • Advanced Roth Conversion strategies that may allow discounts of up to 50% (IRC Sec 408A)
  • Leveraging Preferred Stock for predictable income planning and diversification (IRC Sec 305)
  • Maximizing 100% Bonus Depreciation to generate substantial tax shelter opportunities (IRC Sec 168(k))
  • Structuring a 453 Rollover to defer taxes on the sale of a closely held business (IRC Sec 453)
  • Using Donor Advised Funds to integrate charitable intent with income tax efficiency (IRC Sec 4966)
  • Real estate tax shelter strategies including DSTs, mineral rights, and 1031 Exchanges to defer capital gains (IRC Sec 1031)
  • How to shelter Capital Gains with Qualified Opportunities Zone investments (IRC Sec 1400z)

What you will learn:

Our event for May 26th is now FULL and no longer accepting reservations. Our May 28th date is still open.

Fee based financial planning and investment advisory services are offered by Provident Wealth Advisors, a Registered Investment Advisor in the State of Texas and the State of Louisiana. Insurance products and services are offered through Goodwin Financial Group. Provident Wealth Advisors, and Goodwin Financial Group are affiliated companies. Provident Wealth Advisors, LLC does not offer legal or tax advice. Consult the appropriate professional regarding your individual circumstance. Securities offered through Great Point Capital, LLC. Member FINRA/IEX/SIPC