ELEVATED- Tax Strategies, Wealth Building Tactics and Market Update/Forecast

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California real estate pricing has proven to be resilient despite the recent interest rates.  How long will that stay true?  Do you feel the market softening any time soon Regardless of how you approach this new dynamic, investors have always found a way to get it done.  When you do, are you going to hold on to that wealth?  Do you know the tax strategies the most successful investors use?  Are you going to build a legacy of wealth for your family?

In an effort to continue the educational legacy of The Norris Group we are proud to present our first Educational Seminar of 2024.  ELEVATED is a day of education designed to help real estate investors “elevate” your market knowledge, “elevate” your investor toolbox, and “elevate” your tax strategies.

ELEVATED in an opportunity for real estate investors to learn wealth building tactics from our industry experts.  Join us LIVE in Riverside this June and ELEVATE!

Presenters:

• Bruce Norris, The Norris Group
• Amanda Han & Matt MacFarland, Keystone CPA
• Kaaren Hall, uDirect IRA Services INC
• Craig Evans, The Norris Group & DBL Holdings

Topics will include:

Tax Strategies:

• The latest in proposed tax changes for real estate investors
• Understand and maximize what you can legally deduct as a real estate investor.
• Income shifting strategies for the savvy investor.
• The Ideal Legal entity structures for RE Investors
• How to get tax-free income for life using your retirement money for real estate
• How to avoid the #1 most common & costly tax mistake made by real estate investors.

Using your IRA to build wealth:

• • Moving 529 funds to Roth. Understanding the new rules for 2024
  • 2024 Contribution limits for IRA, Solo 401(k), SEP IRA, and simple IRA accounts
  • 6 NEW Exemptions to the Withdrawal Penalty
  • 7 Updates to Self-Directs IRA Plans
  • Indexed Catch-Up Contributions – Eligible individuals can now make additional “catch-up” contributions.

Real Estate Market Update and Forecast:

• What will the California Market do the rest of 2024?
• Key indicators real estate investors should be looking at.
• Investment strategies
• Interest rates and the FED
• Adjustments to make leading into 2025

Agenda

• 7:00am-8:00am………..Registration
• 8:00am-9:00am………..Tax Strategies for Real Estate Investors and Q&A
• 9:00am-9:30am………..2024 The Norris Group Update
• 9:30am-10:00am………Networking Break (Coffee and Teas provided)
• 10:00am-11:00am…….Using Your IRA to Build Wealth and Q&A
• 11:00am-12:00pm……..Lunch
• 12:00pm-1:00pm……….Market Update and Forecast
• 1:00pm-2:00pm…………Panel Discussion and Final Q&A
• 2:00pm………………………End

Registration Options:

$99 Individual Early Bird Ticket Price Till  May 1st.  $149 after May 1st 

$149 Individual Plus Guest Early Bril Price Till May 1st. $224 after May 1st 

Includes live event, continental breakfast and lunch, all presentations delivered electronically, video and audio recorded at the live event.  Plus special attendee only surprises!

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