How Accredited Investors Legally Eliminate Taxes | West Chester

The tax code is 70,000 pages long. The strategies that benefit you most are buried in it.

Your CPA files your return. Very few proactively sit down and say: here are the legal ways to eliminate or defer a significant portion of what you owe. This breakfast is that conversation.

Steven Seymour is hosting a free morning workshop exclusively for accredited investors

The session follows a layered framework — from how you earn income to how you ultimately transfer it — covering topics including:

🔹 Qualified Plans — Solo 401(k) and cash balance plans that reduce taxable income with high contribution limits most accredited investors aren't fully utilizing

🔹 Cost Segregation (IRC §168) — How to accelerate depreciation and front-load losses to dramatically reduce taxable income in the early years of ownership

🔹 Real Estate Professional Status (IRC §469) — How 750+ hours and material participation unlocks the ability to offset active income with real estate losses

🔹 1031 Exchange (IRC §1031) — Deferring capital gains and scaling your portfolio tax-deferred using the 45/180 day rules

🔹 Seller Financing (IRC §453) — Spreading your tax burden across years through installment sales while creating a reliable income stream

🔹 Opportunity Zones — The 180-day reinvestment rule, deferral of gains, tax-free growth after 10 years, and why rural OZ incentives are expanding

🔹 Primary Residence Exclusion (IRC §121) — The $250K/$500K exclusion, the 2-of-5-year rule, and strategic conversions that maximize the benefit

🔹 Exit Strategies — 1031 Exchange, seller financing, DSTs, and step-up in basis planning

🔹 Estate Strategy — Maximizing the federal exemption, step-up in basis, ILITs for life insurance, and wealth transfer efficiency

This is a working session, not a seminar. Steven will walk through real examples, answer questions, and give you a framework to bring straight to your CPA or attorney. All content is educational — attendees should consult their own advisors for specific guidance.

Event Details: 📅 Wednesday, May 21, 2026 ⏰ 9:00 AM – 12:00 PM 📍 VRA Capital Office, West Chester, PA (address shared upon registration) 🥐 Continental breakfast included 👥 Strictly limited to 35 seats 💵 Free to attend

This event is open to accredited investors only. Registration confirms your understanding of accredited investor status as defined under SEC Rule 501.

These 35 seats will not last. Register now.

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Host or Publisher VRA Capital