"The Life Cycle of a RE Investor": Assets, Entities, Taxes & Estates

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Wednesday, March 10, 2021
6:00 PM - 8:00 PM (MST)
* Registration open until 3/10/21 at 7:00 PM (MST)

Event Details

Assets, Entities, Insurance, Trusts, & Estate Planning: "The Life Cycle of a Real Estate Investor"

You worked hard all your life to build your assets and to accomplish your dreams.  Why blow it now?  Develop your long-term plan and avoid the mistakes that can take you by surprise by understanding the economic life cycle of a real estate investor.

  • Hear the strategies that allow President Donald Trump to reduce his Individual federal income tax payment to only $750 (rent losses offsetting gains)
  • Learn the secrets of the Jackie Onassis and the beneficiaries of Sam Walton (Walmart fan) to pass assets to their family’s heirs tax-free (charitable lead trust)
  • Identify strategies to protect your high value assets from creditors and others
  • Understand the hidden secrets to not wasting your dollars paying taxes you do not owe
  • Use the Retirement Roadmap to build your nest egg for the future
  • Discuss the fundamentals of managing your business, tracking your cash, and reporting your results
  • Discover exit strategies to allow you to liquidate your assets when you are ready to exit or transition your business to the life you always dreamed of having.


As a certified public account (CPA) and Certified Tax Coach™ (CTC) tax professional, and Certified Tax Strategist™ (CTS), Larry has specialized training and experience in strategically reducing taxes and saving his clients their hard earned cash. He is a co-author of the best-selling books The Secrets of a Tax Free Life and Tax Breaks of the Rich and Famous. Larry’s firm provides a process to identify tax reduction opportunities, assisting clients with implementing their plans and then measuring the cash savings realized. Larry Stone is an IAR with Stone Advisors Inc. and a registered investment advisor. 

For More Information:

Troy Miller
Troy Miller
Executive Director | ICOR (970)682-4267
Individual Member


  • 6:00 pm - Real Estate News
  • 6:20 pm - ICOR News
  • 6:30 pm -  Main Presentation
  • 8:00 pm - Meeting Adjourned
*Meetings are FREE to members & $14.99 for guests.