Alternative Investing Mastery Series
Access Replay for Session 43:
Expert Tax Reduction Strategies For Passive Investors:
How to Keep More of Your Alternative Income
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
Top tax mistakes passive investors make and how to avoid them
How to structure deals using LLCs, S Corps, partnerships, or trusts for better tax outcomes
What to know about reporting crypto, real estate, and private credit to stay compliant
When to use tax-deferred vehicles like IRAs and Solo 401(k)s and how to avoid penalties
How to evaluate tax-saving strategies before year-end to reduce your 2025 tax bill
Live Q&A to give you the answers you need
July 16th - Master Your Investor Mindset to Build Lasting Wealthbtitle: How to Keep More of Your Alternative Income
Date TBD - More to be announced
Meet Your Presenters
Patrick Grimes
CEO/Founder, Passive Investing Mastery: Diversified Litigation Portfolio, Diversified Medical Receivables Portfolio, Recessionary Acquisitions Fund, Recessionary Income Fund, PIM Rapid Lending
Patrick’s portfolio is diversified across energy, litigation finance, medical receivables, commercial lending, and acquisitions, including retail, industrial, and thousands of apartment units. He has developed a range of diversified passive investments focused on growth and cash flow. He speaks on stages nationally, co-authored Amazon #1 best-sellers 'Lesson From Thought Leaders,' and 'Pivotal Leadership,' also an e-book Barnes & Noble #1 Best-Seller, and is a member of the Forbes Business Council, contributing articles on investing and commercial real estate.
For investors who want recession-aware, low-correlation alternatives to traditional markets, Patrick offers four core strategies: (1) PIM’s Diversified Litigation Finance Portfolio, built to provide investors with non-correlated growth by funding a diversified pool of lawsuits through contingency-fee law firms; (2) PIM’s Medical Receivables Portfolio, for investors seeking non-correlated cash flow and growth through financing medical practices’ accounts receivable—billed claims for services already rendered. Patrick also offers two commercial real estate funds, both capitalizing on the downturn in commercial real estate: (3) an Acquisitions Fund, targeting growth through opportunistic property acquisitions, and (4) an Income Fund, targeting stable cash flow through a diversified portfolio of commercial real estate loans.
Patrick holds a BS in Mechanical Engineering and both an MBA and MS in Engineering from San Jose State University. An avid adventurer, he resides in Honolulu, Hawaii.
George Dimov
Founder, Dimov Tax & Accounting
George Dimov, CPA, is the founder and managing partner of Dimov Tax & Accounting, a multistate firm serving individuals and businesses across the U.S. and internationally. With 20 years of experience, George specializes in complex tax strategy, high-net-worth tax planning, business structuring, and compliance for startups, real estate investors, and tech professionals.
Known for his responsiveness and deep technical knowledge, he has built a reputation for simplifying complicated tax situations and providing clear, actionable guidance. George holds CPA licenses in multiple states and leads a diverse team of professionals, delivering services ranging from personal and corporate tax to audits, financial reporting, and consulting.
His firm serves thousands of clients annually and continues to grow steadily and methodically through a client-first approach and consistent referrals. He is passionate about making tax planning both accessible and effective—consistently helping clients maximize their after-tax income and secure long-term financial success.
Kaaren Hall
Founder / CEO, uDirect IRA Services, LLC
Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over 20 years of experience in real estate, mortgage lending, property management, and especially self-directed IRAs, Kaaren has helped thousands take control of their retirement funds to invest in alternative assets like real estate, private lending, and precious metals.
A sought-after speaker, Kaaren has presented at top industry events including BiggerPockets’ BPCON22, 23, and 24. She is also the founder of OCREIA (Orange County Real Estate Investors Association), where she’s built a strong investor community focused on education and networking since 2012. Most recently, she authored Self-Directed IRA Investing: A BiggerPockets Guide—a comprehensive resource published by BiggerPockets to help investors leverage self-directed IRAs for long-term wealth.
Beyond business, Kaaren is committed to giving back. She serves on the Board of Directors for The Council on Aging – Southern California and the Retirement Industry Trust Association (RITA), where she advocates for greater transparency and education in the retirement industry. Her entrepreneurial journey continues to inspire others to take charge of their financial future.
Barbara Schreihans
Founder / CEO, Your Tax Coach
Barbara Schreihans (pronounced ShREE‑hands) is the Founder and CEO of Your Tax Coach, a tax strategist, business coach, and creator of the Write Off Your Life™ course. She’s also the voice behind the Life‑Changing Money podcast. Barbara specializes in helping business owners and high-net-worth individuals save tens of millions in taxes while boosting profits