CUTTING-EDGE FINANCIAL TACTICS BRUNCH 2016

The Norris Group is joined by tax, IRA, and financial experts to help plan for a more profitable and more thoughtful end of 2016. Tax, Investing, and 1031 exchanges for 2016.

BRUCE NORRIS
PRESIDENT, THE NORRIS GROUP

The market has shifted. What’s next? You won’t want to miss Bruce’s insights into the California real estate market. Bruce will also discuss:d

• 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

AMANDA HAN & MATT MACFARLAND
KEYSTONE CPA

In this presentation, Matt MacFarland and Amanda Han with Keystone CPA covers:

• 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-efficient ways to extract profits out of your business this year
• 2016 tax planning must-dos before year-end

BILL EXETER
EXETER 1031 EXCHANGE SERVICES, LLC

Learn how to better protect and build your investments.  Explore investment strategies such as deferring your taxes on the sale of investment real estate and other assets through the use of a 1031 Exchange and more.

• What is a 1031 Exchange?
• Putting Your Money to Work for You
• Deferring Capital Gains Taxes
• Timing Rules and Regulations

KAAREN HALL
PRESIDENT, UDIRECT IRA SERVICES

In this presentation, Kaaren Hall of uDirect IRA Services covers:

• Using your IRA as a tool for alternative investing
• The do’s and don’ts of Self-Directed IRA investing
• Using your IRA to invest in real estate (avoiding prohibited transactions)
• Checkbook IRA” basics
• Do alternative assets pose an additional risk to retirement accounts?
• Why are valuations required for SDIRA accounts?
• Whose responsibility is it to make sure the SDIRA accounts do not contain prohibited transactions?

REGISTRATION

$49 per person
$75 for two