CUTTING-EDGE FINANCIAL TACTICS BRUNCH

Tax, Planned Giving, and Investment Strategies for 2011 and Beyond

Below is the video recorded during our first pre-tax season brunch covering trust deed investing, tax strategies, planned giving, and self-directed IRAs. 

Bruce Norris

Bruce Norris
Investor, Hard Money Lender, Trust Deed Investor 
President, The Norris Group 

Is the California real estate market really what it seems? Bruce will discuss:

  • The statistics behind Southern California real estate trends and the real behind-the-scenes scoop
  • What government intervention could mean for the future of Socal real estate
  • Alternatives to owning real estate, without the hassle of land lording 
  • Passive and secured 9% returns with trust deeds

uDirect IRA

Kaaren Hall
President
uDirect IRA Services, LLC

The ins-and-outs of leveraging the mighty power of IRAs including:

  • Using your IRA as a tool for alternative investing
  • The do’s and don’t’s  of Self-Directed IRA investing
  • How to use your IRA to invest in real estate
  • Avoiding prohibited transactionsThe basics on the “Checkbook IRA”

Keystone CPAs

Amanda Han & Matt MacFarland
CPA, MBT 
Keystone CPA

2011 year-end tax strategies you can't afford to miss including:

  • The 2011 BIG tax write-off opportunity 
  • 3 strategies to legally delay paying your taxes
  • Strategies to pay yourself rather than the IRS
  • Tax free & tax efficient ways to extract profits out of your business
  • How to create tax free income from your real  estate