Legacy Wealth Holdings

Tax Strategies, Tax Credits, Grants, and Government Incentives

February 16, 2024

During this tax planning and financial strategy masterclass, we covered: 

About the Speakers

Tim Bratz
CEO of Legacy Wealth Holdings and serial entrepreneur

Tim Bratz is the CEO and founder of Legacy Wealth Holdings, a real estate investment company that acquires and transforms distressed apartment buildings into high-yield assets. He has transacted over 6,000 doors and his current portfolio’s valuation is more than $400 million. But for Tim, it’s about more than the money, it’s about making a positive impact through education and empowerment. He has since expanded to own a mastermind, digital marketing company, smart management software company, and online wealth building platform, along with author a series of children’s achievement books, Little Legacy Library.

Chris Shockowitz
Chief Operating Officer at Tax Deferral Strategies

Chris Shockowitz is a technology leader, real estate investor, best-selling author, tax minimization educator, and tax strategies with Defertax.com. Chris will be sharing how and where to find free money through tax credits, grants, and trusts.



Melanie Sikma and Byron McBroom
One Stop Tax Strategists

Melanie Sikma and Byron McBroom, a CPA for 30+ years, help business owners optimize their tax strategy within legal limits while prioritizing compliance and mitigating risks. They have developed a tried and true proven system of asking you questions that most accountants don’t bother to look for, and the average saving for clients netting over $200k is $70,000. 


Mark Evans
Real Estate Investor, Best-selling author, Angel Investor & Serial Entrepreneur

Mark Evans DM is a 12x bestselling author, serial entrepreneur, and family man. The DM has been a staple in the real estate investing community ever since he started hosting events and seminars all across the United States. Nowadays, his reputation is heavily based on his ability to help other entrepreneurs automate and scale their businesses.