CUTTING-EDGE FINANCIAL TACTICS BRUNCH

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

The 2012 tax year may be several months away but now is the time to strategize on ways to  leverage tax, giving, and investing tactics to maximize savings and profits for 2011 and beyond. 

Join our elite panel of experts Saturday, October 29th, for a unique brunch and learn experience as we explore:

• The 2011 BIG tax write-off opportunity you can’t afford to miss
• Tax free & tax efficient ways to extract profits out of your business
• Tax deductions NOW for a future gift
• Zero estate tax strategies
• Real estate changes in Southern California
• Alternative investments using self-directed retirement accounts
• Selling property in a tax exempt trustPassive and secured 9% annual returns without being a landlord
• And much more

Whether you’re a retiree, doctor, teacher, government employee, real estate investor, business owner, or just someone wanting to learn more, join us for brunch and get your questions answered by the experts. 

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

Kaaren Hall
President, uDirect IRA

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”