Protect Your Money
Included 1-on-1 Consultations Worth $400
Sign up for the in-person 3-day seminar Tax & Asset Protection Class on Nov. 3, 4, & 5, 2017 in Boston.
Receive a comprehensive financial education you won’t find in school. This is what entrepreneurs and investors really need to know to survive and thrive. Make future decisions for your investments and business with the confidence that you are protected and will be growing your wealth. Know what risks you should take and which aren’t worth it.
Learn from the best.
The course is taught by Garrett Sutton and Tom Wheelwright. In addition to this valuable course, each attendee will receive free 30-minute consultations with Garrett Sutton and Tom Wheelwright’s ProVision Tax and Wealth team. A value worth more than $400!
About the Event
In addition to a comprehensive financial education you won’t find in school, each attendee will receive:
- Free consultation from Garrett Sutton: All registered attendees will receive the opportunity to schedule a free 30 minute private 1-on-1 session with Garrett Sutton that can take place during the seminar dates or afterwards. A value worth more than $200!
- Free ProVision Tax and Wealth consultation: All registered attendees will receive the opportunity to schedule a free 30 minute private 1-on-1 session with ProVision that can take place during the seminar dates or afterwards. A value worth more than $200!
- Lunch and coffee are included.
- Hotel accommodations are at the beautiful Crowne Plaza Boston-Newton.
Asset Protection Training by Garrett Sutton, Esq.
The asset protection portion of this course will teach you the strategies and techniques the rich have used for generations to protect their wealth. In fact, no matter what level of prior understanding you have, this course will clearly present key concepts that will help you be more knowledgeable on asset protection than most attorneys. You will learn the appropriate and beneficial use of entities, trusts and other methods for protecting your real estate, business and brokerage holdings, as well as your family and your future.
Tax Training by Tom Wheelwright, CPA
The tax portion of this course will give you a solid foundation for understanding how and why the tax system is set up the way it is. You will learn how to take advantage of the tax laws in order to keep more of your money where it belongs – in your pocket! This course is about how you can create tax savings every day of your life using a few simple real life ideas. Wouldn’t it be great to not only learn how to pay less tax but while you are at it, learn how to reduce your chances of an IRS or CRA audit? Most importantly, learn why the tax law is simply a series of stimulus packages for business owners and investors.
Meet Your Instructors
About Tom Wheelwright
Tom has a wide variety of professional experience, ranging from Big 4 accounting, where he managed and led the professional training for thousands of CPAs at Ernst & Young’s National Tax Department in Washington, D.C., to in-house tax advisor for Pinnacle West Capital Corporation, at the time a Fortune 1000 company. Tom also served as an adjunct professor in the Masters of Tax program at Arizona State University for 14 years where he created the course for teaching multi-state tax planning techniques and personally taught hundreds of graduate students. He currently teaches the Rich Dad Education Advanced Tax and Asset Protection class.
Tom has his Master’s of Professional Accounting degree from the University of Texas at Austin and his Bachelor of Arts degree from the University of Utah.
About Garrett Sutton
Garrett Sutton, Esq., best-selling author of “Start Your own Corporation,” “Run Your Own Corporation,” “Loopholes of Real Estate,” “The ABCs of Getting Out of Debt,” “Writing Winning Business Plans” and “Buying and Selling a Business” in the Rich Dad Advisors series, is an attorney with over thirty-five years experience in assisting individuals and businesses to determine their appropriate corporate structure, limit their liability, protect their assets and advance their financial, personal and credit success goals.
Garrett attended Colorado College and the University of California, Berkeley, where he received a B.S. in Business Administration in 1975. He graduated with a J.D. in 1978 from Hastings College of Law, the University of California’s law school in San Francisco. Garrett is licensed in Nevada and California. Garrett is a member of the State Bar of Nevada, the State Bar of California, and the American Bar Association. He has written numerous professional articles and has served on the Publication Committee of the State Bar of Nevada. Additionally, He has appeared in the Wall Street Journal, Credit.com, Time, Entrepreneur and other publications.
Garrett and his law firm, Sutton Law Center, have offices in Reno and Minden, Nevada, Jackson Hole, Wyoming and Palo Alto, California. The firm represents thousands of corporations, limited liability companies, limited partnerships and individuals in their real estate and business-related law matters, including incorporations, contracts, and ongoing business-related legal advice and accepts new clients. The firm also assists its clients to find and analyze appropriate real estate projects.
About the Venue
On-site class size is limited and filled on a first paid basis. Class space cannot be reserved without payment. Attendees of the Tax and Asset Protection class will be given priority for future classes offered.
Cancellation of Class
Students who wish to cancel registration of the class up to 30 days prior to the class will receive a refund, less $150 non-refundable enrollment fee. Students who wish to cancel registration of the class less than 30 days in advance of the class will receive a 50% refund. In the event the class is cancelled by the instructors, the student will receive a full refund.