Cutting-Edge Financial Tactics Breakfast 2019

A market researcher, CPA, and attorney walk into a bar…

For some, it sounds like the start of a silly joke. For those with questions on entities, retirement investing, estate planning questions, or entrepreneurs trying to figure out how to structure deals, it’s a dream come true!

Our 9th Annual Cutting-Edge Financial Tactics Breakfast is Saturday, October 19 in Costa Mesa, CA.

Six experts will tackle the most frequently asked questions of 2019 and any major updates you need to know. Then, we’ll take a deep dive into audience questions and more advanced topics. Topics will include:

• Mistakes with out-of-state entities and risk
• New rules affecting self-directed IRA investments in 2019
• Advanced 1031 exchange structures and strategies
• Recession-proofing your real estate portfolio
• Trump tax law changes mean for real estate investors as individuals and entities
• And much more (of course)

Please see last year’s event on Amazon Prime. We will not have time to cover basic topics! These pros will make time for more questions this year. Great food, awesome networking, and incredible content. You won’t want to miss it!

$49 Single/$75 Double

VIP Subscribers, please see email for a special offer on this event.

Contacts:

Bruce Norris 
The Norris Group
www.thenorrisgorup.com
951-780-5856

Dino Champaign
Vice President | Division Manager
Asset Preservation, Inc.
O (866) 857.1031 | C (310) 508.7367 | F (562) 684.0382
apiexchange.com
(800) 282.1031

Kaaren Hall
President, uDirect IRA Services
uDirect IRA Services
(866) 447-6598
udirectira.com

Keystone CPA
Amanda Han & Matt MacFarland
Keystone CPA
Keystone CPA
www.keystonecpa.com
(877) 975-0975

Harry BarthHarry M. Barth, J.D., MBA, MSFS
BarthCalderon Attorneys
BarthCalderon Attorneys
714-704-4828
www.barthattorneys.com