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  • Your Business Transformation Journey -
    Broken down into Three Easy to Understand Sections!
  • Structure

    • Establishing an Emergency Fund
    • Proven Get Out of Debt Strategies
    • Building a Board of Directors
    • Developing Strategic Plans for Business
    • S-Corps, LLCs and YOUR business structure
    • Multi-Entity and Complex structure options

    • Top 10 Year-End Tax Strategies!
    • Understand the new Tax Cuts & Jobs Act
    • New Auto Deduction Strategies for 2019
    • Paying kids under new 2019 limits
    • State tax savings strategies
    • Home office, electronics, equipment write-offs

    • Where to invest your business profits
    • Why Rental Real Estate & Where to buy
    • Where to have Wall Street in your equation
    • Retirement account choices
    • Social Security Strategic Planning
    • Self-Directing - How & What


Growing Your Business

9:00 - 10:30am
  • 10 Year Plan
  • Purpose of the Business Plan
  • Marketing Plan
  • Board of Advisors
  • Systemizing the Business

Legal Structuring

10:45 - 12:15pm
  • Asset Protection
  • Estate Plan
  • Privacy Plan
  • Doing Business with Others

Lunch Time

12:15 - 1:15pm

Lunch will be served at the conference location and is included for attendees.

Tax Strategies

1:15 - 2:45pm
  • Top 5 Tax Strategies
  • Entertainment/ Dining Expenses
  • Travel/ Auto Deductions
  • Family on Payroll
  • Health Savings Account

Wealth Building

3:00 - 4:30pm
  • Financial Freedom
  • Having an Emergency Fund
  • Set up a Retirement Plan
  • Funding Limits
  • Self-Directed Investing

Time to call it a Day!

4:30 pm

Enjoy the evening

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Some Questions

The Summit will be held at the Scottsdale Resort at McCormick Ranch. Rooms may be booked through the hotel at

There are a dozen hotel options within a few miles radius of the location.

Average daily temp of 80, average high of 91, average low of 67.

There is free parking at the resort. 

There are a half-dozen golf courses within a few mile radius. A popular local hike is Camelback Mountain and it's only 5 miles away. Scottsdale has excellent shopping and amazing restaurants.

Register Now

Reserve your spot for the Workshops before it sells out.