Alternative Investing Mastery Series

Access Replay for Session 14:

Passive Income Tax Strategies

Don’t Miss This Replay

Learn from some of the biggest names in investing about how you can win with this downturn.

What You’ll Learn In This Replay


Tax Strategies to Keep More of Your Passive Income


How to Maximize Tax-Efficiency in Alternative Investments


How Investments with Bonus Appreciation Provide Great Tax Benefits to Passive Investors


The Future of Bonus Depreciation & Its Impact on Your Taxes


Preserving Wealth Through Estate Planning


Live Q&A to Give You the Answers You Need

Upcoming Sessions


June 26th - The Impact of Artificial Intelligence on Alternative Investing


Date TBD - More to be announced

Meet Your Presenters

Host: Patrick Grimes

CEO/Founder of Passive Investing Mastery

Patrick is the CEO/Founder of Passive Investing Mastery. Since 2007, Patrick has purchased, renovated, and stabilized distressed real estate assets for long-term cash flow. He is also the founder of Invest OnMain Street, a private equity firm that has raised over $50M to acquire a $600M+ portfolio including about 5,000 units in multifamily apartment communities in emerging markets across Texas and the southeastern U.S.

Panelist: Tim Gertz

Partner, ProVision PLC

Tim is a certified public accountant and partner at ProVision PLC, specializing in tax strategies for entrepreneurs, professionals, and investors. With over 22 years of experience, Tim has worked with diverse market groups in Arizona and North Carolina, providing tax planning and consulting services. He holds undergraduate and Master’s degrees in Accountancy from Arizona State University. Tim’s extensive experience and passion for helping entrepreneurs drive his success in strategic tax planning.

Panelist: Mat Sorensen

CEO, Directed IRA and Directed Trust Company

Mat Sorensen is a wealth lawyer and entrepreneur who has advised over 10,000 clients on building wealth through business ownership, real estate investing, and self-directed retirement accounts. He co-founded KKOS Lawyers, assisting with start-ups, acquisitions, and over $1B in real estate transactions. As CEO of Directed IRA, an INC 5000 company, Mat oversees $1.7B in assets. He is a best-selling author and VIP Contributor at Entrepreneur. Mat also co-founded Main Street Business Services and hosts two annual financial events.

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