CUTTING-EDGE FINANCIAL TACTICS BRUNCH

The 2013 tax year may be several months away but now is the time to strategize on ways to leverage tax, investing, and estate planning tactics to maximize savings and profits for 2013. Join our elite panel of experts Saturday, October 26th, for a unique brunch and learn experience as we explore:

• The state of California real estate
• Hidden tax traps in 2013 you need to avoid
• 3 savvy tax strategies for high-income earners and business owners
• The power of self-directed IRAs
• Strategies to generate tex-free income
• Alternative investments using self-directed retirement accounts
• Passive and secured 9% annual returns without the hassle of 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
PRESIDENT, THE NORRIS GROUP

Why we projected a 20% median
price increase for California back in
December 2012 and where we stand
now? Bruce will also discuss:

• The statistics behind Southern California real estate trends and the real behind-the-scenes scoop
• Alternatives to owning real estate, without the hassle of tenants and toilets
• Passive and secured returns with trust deeds and alternatives

KAAREN HALL
PRESIDENT, UDIRECT IRA SERVICES

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 estateAvoiding prohibited transactions
• The basics on the “Checkbook IRA”

TERESA RHYNE
PRINCIPAL, THE TERESA
RHYNE LAW GROUP

Teresa will share estate planning for
your life including:

• Lifetime gifting strategies to save taxes now and into the future
• Involve younger generations in your real estate investments without losing control
• Protect Your Assets without giving them all awayAdvanced planning techniques you may have never even heard about including charitble remainder trusts

AMANDA HAN & MATT MACFARLAND
KEYSTONE CPA

The truth behind the recent tax changes and how we can protect ourselves. We will discuss:

• Hidden secrets behind the tax hikes and who will truly be impacted
• Strategies to permanently lower your taxes with tax-free income
• Tax free and tax eficient ways to extract profits out of your business this year
• 2013 tax planning must-do’s before year-end

Event Includes:

A full breakfast including scrambled scallion eggs, applewood smoked bacon, red potato corned beef hash, buttermilk biscuits and country style gravy, Belgian waffles with pure maple syrup and fresh berries, an assortment of muffins and danishes, fresh seasonal fruit, chilled fruit juices, and coffee & tea will be served.

$39 per person / $55 two
until October 22nd

REGISTER NOW