CUTTING-EDGE FINANCIAL TACTICS BRUNCH

CUTTING-EDGE FINANCIAL TACTICS BRUNCH

TAX, PLANNED GIVING, AND INVESTMENT STRATEGIES FOR 2011 AND BEYOND

Attend:
Live at the Mission Inn or Online via Gotomeeting.com

Event Flyer :
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The 2012 tax year may be several months away but now is the time to strategize on ways to  leverage tax, giving, and investing tactics to maximize savings and profits for 2011 and beyond.

Join our elite panel of experts Saturday, October 29th, for a unique brunch and learn experience as we explore:

• The 2011 BIG tax write-off opportunity you can’t afford to miss
• Tax free & tax efficient ways to extract profits out of your business
• Tax deductions NOW for a future gift
• Zero estate tax strategies
• Real estate changes in Southern California
• Alternative investments using self-directed retirement accounts
• Selling property in a tax exempt trustPassive and secured 9% annual returns without 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
Investor, Hard Money Lender, Trust Deed Investor
President, The Norris Group

Is the California real estate market really what it seems? Bruce will discuss:

• The statistics behind Southern California real estate trends and the real behind-the-scenes scoop
• What government intervention could mean for the future of Socal real estate
• Alternatives to owning real estate, without the hassle of land lording
• Passive and secured 9% returns with trust deeds

Kaaren Hall
President, uDirect IRA
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 estate
• Avoiding prohibited transactionsThe basics on the “Checkbook IRA”

Amanda Han & Matt MacFarland
CPA, MBT
Keystone CPAs
2011 year-end tax strategies you can’t afford to miss including:

• The 2011 BIG tax write-off opportunity
• 3 strategies to legally delay paying your taxes
• Strategies to pay yourself rather than the IRS
• Tax free & tax efficient ways to extract profits out of your business
• How to create tax free income from your real  estate

James & Lorraine Conaway
Financial Strategists, LUTCF, CSPG, CRC
Conaway & Conaway

Doing well by doing good including:

• Tax deduction NOW, for a future gift!
• Sell your property in a Tax Exempt Trust
• Zero estate tax strategies
• How to give without writing a check
• Creating a meaningful legacy
• Control your IRA tax

Securities offered through J.P. Turner & Company, LLC (Member SIPC)

Investment advice and financial planning offered through J.P. Turner & Company Capital Management, LLC
(a registered investment advisor)
J.P. Turner & Company, LLC and J.P. Turner & Company Capital Management, LLC are not affiliated with Conaway & Conaway, Inc., The Norris Group, Keystone CPA, Inc., or uDirect IRA Services, LLC.

REGISTRATION

The Norris Group is making arrnagement to offer this event live online free of charge for those that won’t be able to join us for the live event at the lovely Mission Inn in Riverside. Registration is required for both the live Mission Inn event ($39 through October 26th, $49 after) or free if you register online.  Please register below. And, if you have friends that you think would enjoy the content, please forward the page.

$49.00 PER PERSON

FREE ONLINE FEED
VIA GOTOMEETING.COM

REGISTER NOW

Online only holds 500.
First come first served.