Anderson Advisors' Tax & Asset Protection workshop is an educational event for real estate investors and business owners considering entity, tax, estate, and asset-protection strategies. Anderson's published FAQ lists a $299 ticket for a three-day in-person workshop and says classes are also livestreamed. Promotions and individual event formats can differ.
The workshop can be useful for learning the vocabulary and questions behind a real-estate structure. It is also part of Anderson's customer-acquisition path. Attendees should separate educational concepts from a personalized recommendation and review any proposed service after the event without relying on a same-day discount.
By the numbers
New-business activity is not a niche event
LLC filings are only one part of the business landscape. Census business applications are broader, but they show the scale and rhythm of people putting new ventures into motion.
Sources: U.S. Census Bureau BFS and SBA Office of Advocacy.
Workshop cost and formats
The official workshop FAQ describes the program as valued at $1,500 and lists three-day in-person tickets at $299. Other event pages have advertised promotional prices, and Anderson also promotes free livestream education. The current event page and checkout control the actual price.
An in-person ticket may not cover airfare, hotel, parking, meals, or an accompanying summit. Verify the dates, daily hours, refund terms, transfer policy, recordings, workbook access, and whether a spouse or business partner needs a separate ticket.
What the workshop covers
Published agendas focus on choosing entities for real estate, separating active and passive risks, tax deductions and classifications, privacy, estate planning, and maintaining structures. Speakers may include attorneys, tax professionals, investors, and strategists.
A workshop can explain frameworks, but it cannot resolve every attendee's state law, title, lending, tax basis, partnership, or estate facts. Treat examples as starting points for a later professional review.
- LLCs, corporations, holding entities, and land-trust concepts.
- Rental, flipping, trading, and business tax considerations.
- Inside and outside liability concepts.
- Estate-planning and succession questions.
- Recordkeeping and entity-maintenance expectations.
Service comparison
Want a shortcut after reading the guide?
Use the service comparisons to see pricing, registered agent value, add-ons, and best-fit use cases before choosing a filing path.
What the workshop does not automatically include
A ticket does not mean the attendee has purchased entity formation, registered-agent service, a cost-segregation study, bookkeeping, return preparation, deed recording, or ongoing attorney representation. Those services require a separate engagement or package.
Before buying an add-on, ask for the exact deliverables and implementation owner. If a strategy requires payroll, an appraisal, a cost-segregation engineer, local counsel, lender consent, or a title company, identify that dependency and its cost.
Positive workshop themes
Attendees who benefit most often arrive with an existing or planned real estate portfolio and need a structured overview of issues they have encountered separately. The concentrated format can make it easier to see how entity, tax, title, insurance, and estate questions interact.
The educational value is highest when the attendee takes notes, distinguishes general education from personal advice, and leaves with a list of questions rather than a predetermined entity diagram.
Common risks and complaints to consider
Public review and complaint records sometimes describe pressure to purchase during or after a webinar, uncertainty about what a package included, and a gap between a discussed strategy and the implementation needed to use it. Anderson has disputed some characterizations and has explained the written scope of its products in public responses.
The practical safeguard is to pause. Compare the presentation, order confirmation, and engagement terms. Confirm that a projected saving accounts for entity fees, payroll, bookkeeping, returns, state charges, and professional implementation.
Who should attend—and who should skip it
The workshop is best for investors with enough activity to justify learning about multi-entity planning, or for owners who want a broad educational foundation before interviewing advisors. It may also help a couple or business partners develop a common vocabulary.
Skip it if the only goal is to file one basic LLC cheaply, if a licensed local team already manages the structure, or if event sales pressure makes careful comparison difficult. Free official and professional resources may be enough for a simple situation.
How to prepare
List every property, state, owner, loan, entity, expected purchase, business activity, and tax professional. Do not upload sensitive documents to an unfamiliar link during a presentation. Bring high-level facts and reserve confidential analysis for a properly scoped consultation.
After the workshop, request a written diagram and fee schedule. Have an independent local attorney or tax professional review any material restructuring before transferring property or changing tax treatment.
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Official references
Sources to keep handy
Rules and agency guidance can change. Verify the details that affect your business with official sources.