2022 Financial Tactics Brunch

$ 149.00

Our 12th Annual Cutting-Edge Financial Tactics Breakfast is Saturday, November 5th. This year, we will be live for the first time since 2018.

Six experts will tackle the most frequently asked questions of 2022. Then, we’ll take a deep dive into audience questions and more advanced topics.

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In the last 18 months, California real estate professionals have had one of the most profitable span of time on record. However, many are concerned real estate benefits continue to erode in the state of California. Come learn what can be done to protect yourself and your hard work.  Six experts tackle updates, ideas, and planning for a more profitable 2023. Topics will including

  • Mistakes with out-of-state entities and risk
  • Year-end tax strategies for 2022
  • What the increased IRS funding means for you as an investor
  • How the SECURE ACT 2.0 affects your IRA
  • Using Self-Directed accounts to raise capital
  • Self-Directed Rules and Pitfalls to Avoid
  • Advanced 1031 exchange structures and strategies
  • Recession-proofing your real estate portfolio
  • And much more (of course)

This is always our most advanced session of the year. You won’t want to miss it!

Event Ticket

Adult, Plus One

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