INTRODUCTION TO THE SUMMIT – Don Pendleton, Host & Emcee (8:00am – 8:40am)A. Outline of the SummitB. Introduction of PresentersC. Preparing for Your Personal Attorney Consultation

INTRODUCTION TO ASSET PROTECTION – G. Kent Mangleson, CFP (8:40am – 9:10am)A. Why You Are Here? The Reasons for Doing Asset ProtectionB. The Basics of Asset Protection 1. Definition of a Legal Entity 2. Ownership vs. Control

INTRODUCTION TO ASSET PROTECTION CONCEPTS – Clint Coons, JD (9:10am – 12:15pm)A. Understanding Asset Protection

1. Structuring for different asset classes2. Recognizing activities that create liability3. Insurance protection myth4. Various legal threats faced by everyone

B. Asset Protection Solutions1. Keeping real estate ownership private2. How to transfer real estate without creating a paper trail3. Structuring solutions that give complete control and privacy4. Various strategies for different investments

LUNCH BREAK (12:15pm – 1:30pm)

ESTATE PLANNING – BEGIN WITH THE END IN MIND – GK Mangleson, CFP (1:30pm – 4pm) A. Probate Defined and Best Ways to Avoid itB. The Living Trust Solution

1. A Brief History of Trusts2. Parties to All Trusts3. Major Types of Trusts (Irrevocable, Revocable,

Living, & Testamentary)4. Funding a Trust

C. Crucial Ancillary Documents to the TrustD. Customizing Your Trust – When You Don’t Want to be Your Own Attorney

SELF-DIRECTED INVESTING – Jill Banner, CEO iPlan Group (4:15pm – 4:30pm) A. The “Right” Self-Director Administrator Makes All the DifferenceB. Flexible Investing in Self-Directed Accounts

1. Traditional & Roth IRAs2. Individual 401(k)s, SIMPLEs, & SEPs

LEARNING MONTHLY CASH STRATEGIES – Joey Miller (4:30pm – 6:00pm) A. What Type of Market are we in and What is Driving This Economy?B. Where is Smart Money Moving?C. What Affect do Rising Interest Rates have on the Market?

DINNER BREAK (6:00pm – 7:30pm)

HIGH PROBABILITY STOCK MARKET TRADING – Rob Roy & Joey Miller (7:30pm – 9:00pm) A. Learn How to Profit in Any MarketB. Understanding Value and Where to Look for it C. Are options right for you?

C. Latest Trends in Threats Facing Investors1. Recent IRS probes and targets2. How to minimize the target on your back

D. Putting it all Together Overview

E. Federal Estate Taxes1. Estate Taxes Defined2. Tools Commonly Used to Reduce the Size of an Estate

a. Proper Gifting b. Estate Discounts from LLCs and FLPs c. Irrevocable Life Insurance Trusts (ILIT) d. Charitable Remainder Trusts (CRT) e. Family FoundationsF. State Mandated Estate or Inheritance (Death) TaxesG. Case Studies with the Marital Trust

C. Life’s Three Devastating Financial Tornadoes 1. Our Current Lawsuit Epidemic & Using Well-drafted LLCs 2. Income Tax Reduction and Well-drafted Corporations 3. Probate Avoidance and Customized Revocable Living Trusts

3. Coverdell Educational Savings Accounts4. Health Savings Accounts (HSA)

D. How Can You Protect Your Retirement?E. Put your Financial Advisor to the TestF. Learn a Strategy that Outperforms 90% of Mutual FundsG. Trading in 20 Minutes a Year!

D. How Warren Buffet Really Accumulated Wealth?E. Can You Really Eliminate Risk in the Market?F. Trading With a Hedge Fund Manager

3-Day asset Protection anD tax Planning summit Chicago, IL - June 8-10, 2015

DAY 1

DAY 2CORPORATIONS – THE KEY TO INCOME TAX REDUCTION – GK Mangleson, CFP (8am – 9am)

A. General Purpose of a CorporationB. Corporate Basics

1. Shareholders, directors, and officers – who does what?2. “C” & “S” corporation tax status benefits and disadvantages

CORPORATIONS – PROPER MAINTENANCE – Michael Bowman, JD (9:00am – 10:00am)A. Legal and Tax Considerations When Incorporating B. Proper Maintenance of a Corporation

1. Choosing the Proper Jurisdiction to Incorporate2. State taxation & Nature of Business Concerns3. Why so many people chose Nevada and when it should be avoided?4. How to Build a Privacy Veil Around Your Business?

TAX DEFERRED & TAX FREE INVESTMENT ACCOUNTS – Clint Coons, JD (10:15am – 10:45am) A. Self Directed IRA Planning Basics

1. Self directed structuring opportunities2. Asset protection for IRA investing3. IRS targets in IRA investing

THE ULTIMATE ASSET PROTECTION TOOL – Nick Paleveda, MBA, JD, LLC (10:45am – 12:15pm)A. The “Ultimate” Asset Protection Tool

1. What is it?2. How long has this tool been around?3. Why have I not heard of it?

B. Tax Benefits – Use this tool to:1. Reduce income taxes-and eliminate social security taxes!2. Sell your business – with little or no tax!3. Why creditors cannot reach the assets, but you still can!

LUNCH BREAK (12:15pm – 1:30pm)

LAWSUIT PROTECTION – PREPARING FOR THE WORST– GK Mangelson, CFP (1:30pm-4:15pm)A. Survivingamerica’s Lawsuit EpidemicB. Sources of Lawsuits – What are the Real Threats Today? C. Solution to Protect Assets – Limited Liability Instruments

1. History Limited Liability Companies (LLCs) & Limited Partnerships (LPs)

2. General Partnerships vs. LPs3. Understanding Charging Order Protection 4. Inside vs. Outside Liability5. LPs vs. LLCs6. Manager-Managed vs. Member Managed LLCs

A SIMPLE, SINGLE, AFFORDABLE PROTECTION SOLUTION – Bryan Daly (4:30pm – 6:00pm)A. A flexible, universal tool that delivers up to 500% more spendable income than a 401k B. Why tax deferred IRAs, 401(k)s are now among the worst ways to save for retirementC. Remove restrictive qualified tax rules withdraw funds at any time without taxes or penaltyD. Learn to profit every year on the Stock and Real Estate Markets, even in DOWN YEARS E. Learn to “lock in” all of your gains and never go backwards F. Learn how others have safely tripled their money during the last decade, totally TAX-FREE?G. How to add an additional layer of protection from: judgments, creditors and lawsuits H. How to receive a substantial TAX FREE lump sum if one of Life’s torpedoes comes your wayI. Learn what Wall Street hopes you never find outJ. Learn the right financial instruments for maximum liquidity, safety, rate of return, and protection

DINNER BREAK (6:00pm – 7:30pm)

PRESERVING AMERICA’S GREATEST ASSET – G. Kent Mangelson, CFP (7:30pm – 9:00pm)A. The US Constitution – The Foundation of all Asset Protection ToolsB. Inspiring Forgotten Stories that have been removed from our School’s TextbooksC. The 4 Steps to Save America

C. Steps for Setting up a Corporation1. Article of Incorporation2. By Laws & Initial Meetings3. Tax ID Number and Tax Elections4. Other required formalities

B. Supercharged Defined Contribution Plans (the IRA Alternative)1. Contributions, rollovers, and account pooling2. Expanded investment opportunities in real estate

C. Case studies 1. How Business owners can reduce federal, state,

social security, Medicare and ObamaCare taxes!2. How Professionals keep creditors away from assets!3. Use tax credits to pay for administration!

C. 7. Single-Member (SMLLC) vs. Multi-Member LLCs (MMLLC)8. Tax Election Possibilities for Your LLC9. How Many LLCs Do You Need?

10. Tax Advantages of Nesting SMLLCs Inside MMLLCsD. Which States Offer the Best Protection?

1. State Comparison of Charging Order Statutes2. 48 States That Don’t Offer Charging Order

Protection for SMLLCs3. When to Use Out-of-State Entities

PROTECTING YOUR PERSONAL RESIDENCE – Clint Coons, JD (8:00am – 8:30am)A. Homestead Protection C. Business EntitiesB. Friendly Liens & Home Equity Lines of Credit D. Revocable Living Trusts

LAND TRUSTS – A REAL ESTATE INVESTOR’S BEST FRIEND – Clint Coons, JD (8:30am– 9:00am) A. History of Land Trusts and Their Uses

1. Parties to a trust2. Basic setup

B. Benefits of Using a Land Trust For Investments 1. How to title property and assign interests without violating state law or HUD2. Due on sale clause protection3. Anonymity planning and what to look out for

C. What not to do With Land Trusts

MINIMIZING TAXES & MAXIMIZING DEDUCTIONS – Scott M. Estill, JD (9:15am – 10:30am)

INCOME TAX REDUCTION STRATEGIES – Patrick James (10:30am – 12:15pm)A. Become 100% AUDIT Proof - Never fear the IRS again B. 99 Ways to beat the IRS with a 3-Year ReviewC. Receive 1,000s of DOLLARS back from the IRS that you donated over the past 3 yearsD. How to Track Your Expenses & Stay Organized E. Your Tax Preparer is only as good as the information you give them. F. Learn how to Categorize your expenses the RIGHT way! - Save 50% (or more) on your taxes G. It’s your money, not theirs. Only pay what you legally owe and not one penny more

LUNCH BREAK (12:15pm – 1:30pm)

CRITICAL RELATIONSHIPS BETWEEN ENTITIES – GK Mangelson, CFP (1:30pm – 2:30pm)A. The Basic Structure of Asset Protection

1. How the Family Trust, the Corporation, and the Limited Liability Entities Tie Together2. Who Owns, Who Controls, and Who Gets Taxed?3. Properly Conveying Assets to a Legal Entity

B. Importance of Relationship Documents1. Equipment & Real Estate Leases2. Management Agreements3. Promissory Notes4. Funding the Trust with All Your Rights & Interests in Business Entities

C. Tax Consequences of Moving Money in and out of Limited Liability EntitiesD. Overview for Stock and Real Estate Investors

CASE STUDIES & ANALYSIS – TYING IT ALL TOGETHER – GK Mangelson, CFP (2:30pm – 5pm)A. Case Study #1 – Married Couple, Small Estate, Low RiskB. Case Study #2 – Married Couple, Small Estate, Medium RiskC. Case Study #3 – Single Person, Medium Estate, Low RiskD. Case Study #4 – Single Person, Real Estate Investor, High RiskE. Case Study #5 – Married Couple, Small Estate, High RiskF. Case Study #6 – Married Couple, Medium Estate, High RiskG. Case Study #7 – Married Couple, Medium Estate, High RiskH. Case Study #8 – Married Couple, Large Estate, High RiskI. Closing Comments & Analysis

A. 2015 Tax Facts & Statistics1. Tax Freedom Day2. IRS Aggressiveness/Enforcement Actions 3. 2015 Tax Planning and Changes 4. Current IRS Audit Figures & “Hit List”

B. Tax Avoidance Strategies1. 1031 Exchanges2. Retirement Plans3. Business Tax Planning Issues4. Tax-Friendly Investments

C. Automobile, Meals, & Other Travel Expenses1. Basic Rules for Automobile Deductions2. Basic Rules for Travel Deductions 3. Basic Rules for Meals & Entertainment Deductions4. Record Keeping Requirements and Traps

D. Tax Strategies for the Real Estate Investor1. Capital Gains Taxes2. Tax-Free Sales of Primary Residence3. Avoiding “Dealer Status” 4. Real Estate Professional Status

Day 3