Second Annual

RUM & Taxes Conference








6 Days of Advanced Tax Strategies for High Earners that Pay Too Much in Taxes

Nov 14th – 19th, 2022

 Do you think you are paying too much in taxes? Do you make over $400,000 a year?

Are you looking for practical real-world useable ideas to seriously lower your taxes and keep your assets safe?

6 Days packed with proven techniques to save you and your family from paying too much in taxes.

Meet Your Presenters

Jeff Watson, ESQ

Seth Rosenberg, CFP®, CLU®, LUTCF, GFS

John Hyre, ESQ, Accountant

Entity design and planning for Legitimate Asset Protection, Tax Mitigation, and Estate Planning

  • How litigation really works, it’s not like the movies!
  • Limited liability vs. NO liability: reality vs fairy tales
  • Getting Inside a creditor’s Head: Why it matters in litigation and settlements
  • Buying the right insurance for your situation
  • Important policy provisions
  • Making claims on the policy; When and how often  
  • Asset planning in partnerships, always have an exit plan
  • Choice of entity(s), including When a C-Corporation?  
  • Family Limited Partnerships, and Trusts
  • Allocating depreciation & interest deductions (or other items) to various other LLC Members
  • Important Improvements to the classic asset/rental property holding structure
  • Rollover Business Start-Ups: How to pay much less in taxes while running your business
  • Entity establishment and maintenance – How & Why so many entities are pierced and how you can prevent it from happening to you
  • Section 1202 companies

Qualified Plans and special purpose investment vehicles

  • What are common issues with Self Directed Retirement Plans?   Are you reporting things correctly? What issues are triggering Audits?
  • Is the IRA dead? Why and what to do about it.
  • Real-life studies on retirement plans.  How much can you put in a retirement plan is 1MM in your first year enough?
  • Communicating with employees about their retirement plans – how to avoid legal trouble.
  • I have multiple entities. Which entity should be the plan sponsor and why?
  • 3(38) vs 3(31) – do I need either and why?
  • Tax credits for setting up retirement plans
  • What can be done to enhance existing 401(k) plans?
  • Converting to Roth at a discount and distributing from Traditional accounts at a discount
  • What is a Blocker – When Do You need one?
  • Did you really say UBIT can be a good thing?
  • Start-ups & self-directed IRA’s
  • A thorough review of Prohibited Transaction rules (because once is never enough)
  • You heard about 401(K) But What about 401(H), 411(B) 
  • Opportunity Zones
  • ESOPs
  • Stock Purchase Plans
  • 83(b) planning

If it sounds too good to be true it probably is.

  • I was sold a bunch of entities by a group in Utah or Nevada that I do not understand. What can I do to fix them?
  • I have a series LLC; I was told that it would protect me from any form of a lawsuit.
  • My accountant told me I could put my kid on payroll and call him or her a model.  (Sorry we had to break it to you, but your Kid is ugly)
  • Cook Island Trusts
  • Trademarked retirement plans, trusts, deferred sales trusts, and other “magic” documents. (Dirty secret the tax code cannot be Trademarked)
  • The IRS Dirty Dozen List Abusive Transactions, Micro Captives
  • Insurance Based Investing and other oversold strategies that work sometimes

Inflation Reduction Act

  • Rebates
  • Environmental Credits
  • Other Tax Credits
  • Other Incentives
  • Planning for Changes in stock patters

Live at The Breathtaking Luxury Marriot Resort in San Juan, Puerto Rico…

  • Rebates
  • Environmental Credits
  • Other Tax Credits
  • Other Incentives
  • Planning for Changes in stock patters

Marriott Resort & Stellaris Casino

1309 Ashford Ave, San Juan, Puerto Rico 00907

Special Room Rate $230 per night +taxes & fees

Since we only have limited space the reservation link is sent in your confirmation email



Is this really tax-deductible?
Yes,  All of your Travel including if you were to travel for the weekend before and after the event is a deductible business expense. 
What if I don't like rum?
We have a beautiful beach, a casino and cigars choose your vice.
Last year I could pick and choose my days can I do that this year?
At this point, we do not expect that to be an option, in an effort to provide the best program to all of those attending you will have access to the recording for any time you miss or can’t attend.  
Can I be put on a waitlist if you decide to do an individual session purchase?
Do you have sponsorship opportunities?
Yes, email for more information.
Who should come?
Individuals and Business owners that make more than $400,000 a year.
Can I have a discount?


CPE Information

  •  Participants will eligible for 20 hours of CPE
  • Group Live Delivery
  • No Advanced preparation required however course is designed for advanced practitioners looking to specialize.
  • Field of Study: Specialized Knowledge
  • Registration online, you must check in and out each day.  Please note that you must attend sessions Monday through Friday to earn CPE
  • Sorry No Refunds or Cancelations are permitted at this time. 
  • Complaints must be submitted in writing to
  • Ability First Financial, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing
    professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the
    acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National
    Registry of CPE Sponsors through its