Main Street 360

Get ready to dive into Main Street 360, the in-person event made just for owners and professionals looking to connect, learn, and grow! Join us for a day packed with insightful talks, networking opportunities, and hands-on sessions. Whether you're running a business or are a pro in your field, this event is your chance to gain fresh ideas and meet like-minded folks. Don’t miss out on the energy and excitement – see you there!

https://mainstreetpros.com/events

Info: Refreshments available in courtyards

Info: 6/3 Wednesday, Main Stage

Info: 6/3 Wednesday, Amethyst Room

Info: 6/4 Thursday

Info: 6/4 Thursday, Main Stage

Info: 6/4 Thursday, Main Stage

Info: 6/4 Thursday, Room 1:
Content Creation 101: From Idea to Execution

Business owners know they need to be creating content but don't know where to start. The overwhelm of platforms, equipment, and strategy keeps them stuck before they ever hit record. This class breaks down everything you need to go from idea to execution, covering how to identify the right platforms for your audience, select the essential equipment, structure and script compelling content, and build a simple, repeatable process that makes showing up consistently achievable for any business owner.

Learning Objectives

Identify the right platforms to focus on
Understand the essential equipment needed
Learn how to structure and script your content
Build a simple, repeatable content creation process

Info: 6/4 Thursday, Room 2 Most people have heard of deption, but don't understand how powerful it can be when investing in real estate. This class will take a comprehensive look into how a cost segregation can benefit then when used correctly.

Learning Objectives

Understand the fundamentals of cost segregation
Identify scenarios when cost segregation studies provide the greatest tax benefits
Evaluate the financial impact of cost segregation
Recognize the tax implications upon the sale or disposition of assets
Assess when cost segregation may not be beneficial
Learning Objectives

Identify the right platforms to focus on
Understand the essential equipment needed
Learn how to structure and script your content
Build a simple, repeatable content creation process

Info: 6/4 Thursday, Room 3: Learn how investing in oil and gas, along with strategic tax planning, can boost your returns. These opportunities help build enduring wealth, provide reliable long-term income, and diversify your portfolio through intelligent, tax-efficient investments.

Learning Objectives

Understand the unique tax incentives available through oil and gas
Identify how intangible drilling costs (IDCs) create immediate first-year deductions
Explain the 15% depletion allowance
Evaluate how drilling investments can enhance after-tax returns for high-income investors
Recognize the cash flow benefits from ongoing production in a tax-advantaged structure
Assess the role of drilling investments in a diversified, tax-efficient portfolio

Info: 6/4 Thursday: Food & Drinks included with all ticket purchases.

Info: 6/4 Thursday, Room 1: Income Starts It—Systems Build It: Income creates the opportunity, but systems determine the outcome. Skip the steps and you risk both. Focus on avoiding common blunders and building foundational habits—emergency reserves, disciplined cash flow, and tax-efficient investing.

Learning Objectives

Understand how to separate business from life
Create a disciplined cash-flow system
Avoid blunders and common mistakes
Invest tax-efficiently and intentionally
Apply a Savings Waterfall Blueprint

Info: 6/4 Thursday, Room 2: In this class, you’ll learn the different ways to write off your vehicles, the common pitfalls that can cost you, and how to properly document everything to avoid IRS issues. We’ll also walk through real-world scenarios so you leave fully equipped to apply these strategies with confidence.

Learning Objectives

Differentiate and apply the primary vehicle deduction methods
Apply depreciation strategies correctly
Identify and avoid the most common and costly vehicle tax myths
Substantiate vehicle deductions with audit-ready documentation
Strategically integrate vehicle deductions into broader tax planning

Info: 6/4 Thursday, Room 3: You've built something valuable and now it's time to learn how to make the most of it. This class is designed for business owners thinking about their next chapter who want to understand all available options before making one of the most important financial decisions of their lives.

Learning Objectives

Unlock your exit options available to business owners
Walk away knowing which paths might be right for your situation
Discover how to turn equity into wealth
Learn how savvy business owners structure transactions
Understand the critical tax and legal differences between an asset sale vs. a stock sale

Info: 6/4 Thursday, Room 1Most business owners look at their financial reports and see a blur of numbers they are supposed to understand but nobody ever really explained. This class takes the intimidating out of financial reports and key performance indicators, translating them into plain English and real visuals that actually make sense -- no math degree required. You will learn why the average can lie to you, how the IRS uses the same concepts to decide whose return gets a closer look, and which handful of numbers will tell you more about your business than a hundred-page report ever could. If you have ever felt like financial data was a language everyone else speaks fluently except you, this one is for you.

Learning Objectives

Explain the difference between averages and medians
Read a basic profit and loss statement
Calculate gross profit margin and net profit margin
Define customer acquisition cost
Build a simple dashboard that gives a reliable weekly or monthly read on business health

Info: 6/4 Thursday, Room 2: One thing we know about a lot of wealthy people, is they own real estate. This class uncovers powerful real estate tax strategies used by high-net-worth investors, from qualifying for Real Estate Professional Status to leveraging short-term rental loopholes, self-rentals, syndications, and self-directed IRAs to dramatically reduce your tax burden.

Learning Objectives

Evaluate eligibility and implementation of Real Estate Professional Status (REPS)
Identify and apply the Short-Term Rental Loophole to reduce taxable income
Structure Self-Rental arrangements for maximum tax efficiency
Analyze Real Estate Syndication opportunities for passive tax benefits
Implement Self-Directed Real Estate IRA strategies for long-term tax advantages

Info: 6/4 Thursday, Room 3: This class equips you with practical, battle-tested methods to shield real assets- like property and investments- from lawsuits, creditors, and economic threats. This class will provide instruction on how to build an airtight protection plan tailored to your situation.

Learning Objectives

Understand core threats to real assets and assess your personal or business vulnerability. Discuss legal structures (e.g., LLCs, trusts) to legally separate and protect real property from liabilities.
Implement titling and ownership strategies that maximize asset shielding without tax complications.
Learn how to create layered protection plans combining structures and tools for ultimate security.
Discuss how to audit and maintain your asset protection system to adapt to changing laws and risks.

Info: 6/4 Thursday, Main Stage

Info: 6/4 Thursday: Kick off the evening with a fast-paced round of speed networking—share your elevator pitch, make powerful connections, and discover your next collaborator, client, or mentor. Then stick around for a relaxed, hosted dinner with your new Main Street crew.

Info: 6/5 Friday, Main Stage

Info: 6/5 Friday, Main Stage. Panel

Info: 6/5 Friday, Room 1: Most businesses are investing in content, ads, and websites but still struggling to convert attention into actual clients — the problem isn't effort, it's strategy. This course breaks down five key areas that directly impact client growth, from building powerful calls-to-action and creating content that converts, to testing and scaling ads efficiently, turning existing traffic into real opportunities, and staying top of mind so your business is the first choice when prospects are ready to act.

Learning Objectives
Build powerful call-to-actions that guide your audience
Test and scale ads without wasting money
Capture more leads from your existing traffic
Implement top of mind awareness strategies
Create content that connects with your audience

Info: 6/5 Friday, Room 2: Selling an asset, such as a business, real estate, or investments, can trigger a significant tax bill that catches many people off guard. But with the right planning, you don't have to hand over a large chunk of your hard-earned gains to the IRS. This class breaks down the most powerful and practical strategies available to help you keep more of what you've earned, giving you a clear roadmap to smarter, tax-efficient wealth transitions.

Learning Objectives

Gain a foundational understanding of short- and long-term capital gains
Learn how to legally push your tax liability into the future
Understand how to strategically offset gains
Learn how to evaluate and make sense out of your situation

Info: 6/5 Friday, Room 3: An Umbrella Won’t Fix a Broken Structure: Develop an action plan for aligning insurance, legal, and financial strategies to protect both personal wealth and business continuity. This session explores the often-overlooked insurance gaps that can quietly undermine even the most well-structured financial and business plans—revealing how a single uncovered risk can cause catastrophic personal and professional loss overnight.

Learning Objectives

The basics: GL, Commercial, Business income, E&O, BOP, Cyber, Umbrella, Auto, Health, Life, Disability
Identify the most common and costly insurance blind spots affecting business owners, professionals, and families
Insurance Evolution: How a business’s insurance needs evolve from startup through growth, maturity and exit/succession identifying the most common blind spots at each stage.
Connelly v. United States: U.S. Supreme Court case on company-owned life insurance

Info: 6/5 Friday, Food & Drink Included

Info: 6/5 Friday, Room 1: The modern small business is drowning in manual work… not because the tools don’t exist, but because most owners and operators don’t know how to connect them. In this session, we break down how to build a small-business operating system powered by AI and automation. You’ll get a practical look at how tools like Claude (built by Anthropic), ChatGPT, and Grok can handle research, drafting, and client communication. We’ll explore how Zapier and custom API integrations can stitch your existing tech stack together without writing a single line of code. Whether you run a solo operation or a small team, you’ll leave with a clear framework for eliminating busywork, reducing errors, and getting your time back.

Learning Objectives

Identify at least three categories of repetitive business tasks suitable for AI-assisted automation
Evaluate current AI language tools
Construct basic Zapier workflows
Apply foundational API integration concepts
Design a small-business operating s

Info: 6/5 Friday, Room 2: Medical expenses costs taxpayers thousands of dollars every year and are the leading cause of bankruptcy. This class explores key medical tax strategies for business owners, including Schedule A deductions, entity-specific insurance premium write-offs, and the benefits of HSAs, FSAs, and HRAs to maximize tax savings on healthcare expenses.

Learning Objectives

Identify the limitations of Schedule A medical deductions
Compare and contrast the treatment of insurance premium across entity types
Distinguish between the Flexible Spending Account (FSA) and Health Savings Account (HSA)
Explain the triple tax benefit of the Health Savings Account (HSA)
Apply the framework of the Health Reimbursement Arrangement (HRA)

Info: 6/5 Friday, Room 3: This class guides you through the complete acquisition process from start to finish- from LOI to due diligence to closing and final purchase agreements- showcasing how I draft key documents and provide expert business valuation advice. You'll gain hands-on tools and discover the full end-to-end steps to scale your business through seamless deals.

Learning Objectives:

Guide clients step-by-step from initial LOI drafting through due diligence to closing and final purchase agreements.

Discuss essential acquisition documents (e.g., LOI, bill of sale, purchase agreements) with real-world examples.

Discuss the due diligence checklist used to uncover risks and opportunities at every stage of the process.

Provide expert business valuation advice to ensure fair pricing and maximize deal value from LOI to close. How to negotiate and finalize terms that protect your interests through closing and beyond.

Info: 6/5 Friday, Room 1: Most businesses have a process for ordering equipment and office supplies. Few businesses have a process to build the people who build the business. This class will break down three essential elements of an effective people development strategy that moves people from task managers to culture leaders who unlock new levels of team output.

Learning Objectives

Learn about the leadership superpower you’re probably underusing
Understand the first and key step that makes onboarding easier
Discuss how feedback and clear expectations contribute to growth through accountability

Info: 6/5 Friday, Room 2: Most business owners are overpaying in taxes simply because they don't know the strategies available to them. This course breaks down powerful, actionable techniques for turning everyday expenses into real deductions, building an advisory board, involving family members to shift income strategically, and leveraging business credits — so you can move beyond basic tax preparation and into a proactive planning approach that saves you thousands year after year.

Learning Objectives

Turn everyday expenses into powerful deductions
Build the framework to establish a board of advisors
Learn how to shift income and build wealth faster
Understand business credits
Gain expertise on how having a strategic tax advisor instead of just a tax preparer can save you thousands

Info: 6/5 Friday, Room 3: Most people know they need an estate plan but put it off because it feels overwhelming or uncomfortable — and that delay can cost their families everything. This course takes an honest, practical look at the critical decisions every business owner and investor must make to protect their legacy, breaking down the key differences between a will and a revocable living trust so you can choose the right structure for your situation and ensure your wealth, your wishes, and your family are fully protected when it matters most.

Learning Objectives

Distinguish between a will and a revocable living trust
Identify the key limitations of a will
Evaluate the benefits of a revocable living trust
Apply strategies to protect your assets and honor your wishes
Develop a clear action plan

Info: 6/5 Friday, Main Stage

Info: 6/5 Friday, VIP Tickets Only. The Texas Oil Tycoon Casino Night gives VIPs exclusive access to Mark, Patti, and top speakers in a high-energy, high-level setting you won’t find anywhere else.

Info: 6/6 Saturday, VIP Tickets & New Members Enrolled at Event Only. Join an exclusive breakfast with direct access to speakers, followed by an open forum to get your questions answered and connect with fellow members.

Know what’s Happening Next — before everyone else does.

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