Strategic Tax Planning & Asset Protection for Real Estate Investors and Ent
Schedule
Wed Nov 05 2025 at 05:30 pm to 08:30 pm
UTC-05:00Location
Carl DeSantis Building | Davie, FL

Learn how to fight back with the legal strategies of the wealthy.
About this Event
Connect with your real estate investing peers from all backgrounds and levels and get to know some of the best real estate investor-friendly businesses in the South Florida area during the BPM REIA Fall Meeting. Networking Opportunity Hour starting at 5:30 PM! Check out our local vendors, on www.bpmreia.com!
Take this opportunity to gain insights, network with like-minded individuals, and take the first step towards your financial freedom. PLUS, a RAFFLE! 1 person will win a 1-YEAR BPM REIA Membership ($295 Value)!
Your money is under attack—from taxes, inflation, and legal risks.
Learn how to fight back with the legal strategies of the wealthy.
BPM REIA is excited to welcome Lee R. Phillips, JD to our Fall Quarterly Meeting — a Supreme Court counselor and Federal Tax Court attorney who has helped thousands of entrepreneurs and investors protect assets, minimize taxes, and sidestep legal landmines.
With over 10,000 hours of speaking experience, Lee’s sessions are practical, powerful, and packed with strategies you can use immediately.
Fall Quarterly Meeting Preview
Nova Southeastern University (NSU)
Carl DeSantis Building, Huizenga College of Business
3050 Ray Ferrero Jr Blvd, Davie, FL 33314
Parking available for $1/hr (lot or garage). Note: Back-in parking is not allowed.
What You'll Learn at the Preview:
· The right way to use LLCs taxed as S Corporations
· IRS ownership rules that can K*ll your S Corp status
· Due-on-sale clause risks in today’s market
· The truth about IRA/LLC combos and IRS scrutiny
· Land trusts vs. LLCs—when they work, and when they don’t
· How tax strategy and asset protection work together
Who Should Attend:
· Real Estate Investors
· Business Owners
· Tax & Legal Professionals
· Anyone using (or planning to use) LLCs, S Corps, or trusts
Want the Deep Dive?
This preview sets the stage for our exclusive half-day workshop on
Saturday, November 8th | 9:00 AM – 2:00 PM
with lunch included, where Lee will dive deeper into 20+ wealth protection strategies and legal tools used by high-net-worth individuals.
Early bird pricing starts at just $29 for members.
Attend both to get the full picture—and full protection.
Secure your Early Bird ticket for just $15! Don’t wait—your future in real estate starts now.
Members: Free (register below for free ticket and discounted guest tickets at $10/guest)
Non-Members: Early Bird ($15) available, or $20 at the door
Check out all our local vendors at www.bpmreia.com. Take this opportunity to gain insights, network with like-minded individuals, and take the first step towards your financial freedom!
Contact the Office Manager, Alexa Parra, at [email protected] or call (954) 585-2274 ext. 1 with any questions.
✹ RAFFLE– Win 1 Year Membership to BPM REIA ($295 Value!) ✹
Registration:
https://bpmreia.memberflow.com/event/register/5372
Where is it happening?
Carl DeSantis Building, 3050 Ray Ferrero Junior Boulevard, Davie, United StatesEvent Location & Nearby Stays:
USD 0.00 to USD 17.85
