SOLD OUT!!! 2022 Cutting Edge Financial Tactics Brunch

As you put the final touches on your end of year and plan what you’re going to do in 2023, you’re not going to want to miss the 2022 Financial Tactics Brunch.  Our final event of the year has always covered the most advanced and complex real estate, tax, and estate planning categories.

Our 12th Annual Financial Tactics Breakfast is Saturday, November 5 in Costa Mesa, CA.

Six experts will tackle the most frequently asked questions of 2022 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
• 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)

Sold Out!

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

Contacts:

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

Franck Bideau
Vice President
Exchange Resources, Inc.
O (949) 508.9827 | F (949) 954.5367
exchangeresources.net
(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