Topic: From Properties to Protected Wealth: How to keep more, stay private, and pass on more wealth.
Speaker: Stefan Belhomme
At this meeting, you will learn:
- Using trusts to reduce taxes on rental, flipping, & wholesaling income
- The dangers of using depreciation
- Avoiding capital gains on properties without the constraints of a 1031 exchange
- Why land trusts and LLCs don’t provide as much asset protection as you may think
- How to structure your trust to provide iron-clad asset protection
- Using life insurance to fund real estate
- Much more
Bio: Stefan Belhomme is the founder of Prudent Wealth Strategies, LLC a Registered Tax Planner, Certified Tax Strategist, and Certified Estate & Trust Specialist. Since 2006, he has helped countless business owners and investors utilize advanced structures and strategies to reduce their tax liability and keep more of their hard-earned money. Stefan’s approach blends deep technical knowledge with practical, actionable advice, and real-world expertise tailored for investors.
Our location is at 230 US Highway 70 West in Garner, right next door to FastMed Urgent Care. The building looks like a brick house, so don’t be surprised—it’s easy to miss if you’re not looking for it!
No food is provided by NCREIA, but please feel free to bring your own.