Register by 2:00 pm on meeting day to get a printed nametag!
Strategies for Mastering Real Estate Taxes: How to Maximize Your Earnings
with Amanda Han & Matt MacFarland
As tax season approaches, the rush to organize your finances begins.
For real estate investors, this can be particularly challenging. Your financial strategy isn't just important, it can determine your profitability. With constantly evolving tax laws, knowing where to start can feel overwhelming.
Whether you’re a seasoned investor or new to the field, being prepared is crucial. Join us and discover how to be prepared for next year’s taxes.
At this meeting, you will learn:
- Year-End Tax Strategies for 2024: Optimize tax savings before the year ends.
- New Proposed Tax Changes You Need to Know: Stay ahead of upcoming changes that could impact investments.
- Ways to Extract Profits in a Tax-Efficient Manner: Maximize profits while minimizing tax burden.
- Year-End Charitable Planning Ideas: Doing Well by Doing Good by making impactful donations while reducing taxes.
Prior to the presentation, we’ll start off with our famous Market Update presentation with Jerry Ryan, a few words from our Valued Sponsors, and the “Haves and Wants” segment
ABOUT OUR PRESENTERS:
Amanda Han and Matt MacFarland are seasoned CPAs and tax strategists with a unique focus on helping real estate investors minimize their tax burdens and maximize their wealth. They specialize in empowering investors to leverage real estate for significant tax savings through smart strategies like maximizing deductions, implementing legal entity structures, accessing profits tax-efficiently, and using retirement funds for real estate investments.
As the authors of the bestselling book Tax Strategies for the Savvy Real Estate Investor, Amanda and Matt are recognized authorities in their field. Their expertise has been highlighted in top-tier publications such as Forbes Finance Council, Money Magazine, Talks at Google, and CNBC’s Smart Money Talk Radio. They are also frequent guests on the popular BiggerPockets podcasts.
With a track record of helping thousands of investors nationwide reduce their tax bills through proactive planning, Amanda and Matt are committed to helping you keep more of your hard-earned money.
AGENDA:
| 6:00 - 7:00 PM |
San Diego’s Best Networking & New Meeting Feature: "Ask the Pro's" Corner. Arrive early to network and chat with a Pro to get your questions answered. |
| 7:00 - 7:45 PM |
We start the meeting with some board business, followed by our famous Market Update presentation with Jerry Ryan, a few words from our Valued Sponsors, and the “Haves and Wants” segment. (If you have a deal, service or you are looking for a specific investment, come prepared to share!)
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| 7:45 - 9:30 PM |
Presentation & Q/A |
| 9:30 - 9:45 PM |
Networking
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| 9:45 PM |
Closing time: You don't have to go home,
but you can't stay here
|
REGISTRATION RATES & DEADLINES:
Event includes appetizers and no-host bar.
|
Early |
Regular |
| |
thru 9/16 |
on 9/17 |
|
Member
(Includes member levels: Individual/
Military/Board/Sponsors/Honorary/
Affiliate/Speaker in the past 12 months)
|
Free
|
Free
|
| Military Non-member |
$10 |
$15 |
Non-Member
|
$20 |
$30 |
Please note that in-person meetings are NOT streamed on Zoom.
The session will be recorded and access to recordings is a benefit of membership. Click here for more information about joining.
Cancellation/refund deadline is Wednesday at noon before the meeting. No shows will be charged in full.
IMPORTANT: PHOTOGRAPHY & VIDEO RELEASE
By registering for and attending this event, I hereby give NSDREI Inc., its clients, agents, and assigns, full permission to use, publish and copyright photographic images, film images, video images, sound recordings, and any reproductions from these materials of me and/or my property or any part thereof, either in conjunction with or without using my name, and make changes or alterations therein and/or alterations thereto Worldwide in perpetuity. Some places these images and recordings may be used and posted include, but are not limited to, the Internet, emails, social media, etc.
