Early Bird Discount Expires on May 31, Sign Up Now!
Lunch will be served at the conference location and is included for attendees.
The Deferred Sales Trust as an alternative to a 1031 Exchange
Mat Sorensen is a lawyer and the author of The Self Directed IRA Handbook: An Authoritative Guide for Self Directed Retirement Plan Investors and Their Advisors. The Self Directed IRA Handbook is an Amazon best-seller and is the most widely used and referenced book in the self-directed IRA industry.
Mat's legal practice has a particular emphasis on self directed retirement plan law. Mat has advised over a thousand clients with self directed retirement plan investments and has established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self directed IRAs and 401(k)s.
Mark J. Kohler, M.Pr.A., C.P.A., J.D., is a best-selling author on asset protection and tax planning; national speaker; radio show host; blogger for Entrepreneur.com; real estate investor; and partner at the law firm, Kyler, Kohler, Ostermiller & Sorensen; and the CPA firm of Kohler & Eyre. 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 often overlooked in this challenging, ever-changing economic climate. His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory and financial laws to greater success and wealth.
Randall Luebke is an independent financial advisor and the Principal and Founder of Lifetime Paradigm, Inc., an intellectual property company specializing in providing Real Estate Integrated and Self-Directed Retirement Planning, Asset Protection, Estate and Tax Planning for Businesses, Home Owners and Real Estate Investors. Providing well beyond traditional financial planning and wealth management, Randy specializes in providing Cash-Balance Pensions, 401(k) Profit Sharing and 401(h) Tax-Free Health Benefits Savings Plans. Randy's focus is on providing his clients with one thing, "certainty", by helping his clients to achieve all their financial goals in a better, smarter, safer way.
The Self-Directed IRA Summit will be held at the Hotel Irvine. Rooms may be booked through the hotel at www.hotelirvine.com
However, if you require a reservation elsewhere, there are over twenty hotel options within a few miles of Hotel Irvine.
Temperatures range from an average high of 85, to an average low of 61
Parking at Hotel Irvine is available to attendees at a reduced rate: $10 for self-parking or $8 for valet.
In the heart of Southern California, Irvine is home to the Irvine Museum, the Orange County Zoo, Oak Creek Golf Club, a variety of small business and shops, numerous restaurants and bars, and of course, multiple beaches nestled along the Pacific.
Mat's "Super-Charge" section was great, and I also liked Randy's section on Planning Your Self-Directed Retirement.
Mat Sorensen and his presentation was outstanding.
Mat Sorensen's "Super-Charge" presentation was great. I also liked Randy Luebke's section on planning.
The Summit was very well organized with great speakers who spoke on topical issues.
I liked Mat's information on non-recourse loan the most. It was very helpful!
It was really helpful to hear Mark Kohler's and Randy Luebke's presentations on Asset Protection Rules and Maximizing Your Self-Directed Retirement.
Mat and Mark make it easy to understand and absorb difficult-to-understand material.
It was very helpful to learn about asset protection rules for self-directed IRA's, 401(k)'s and retirement.