Latest Past Events

SOLD OUT: Cutting-Edge Financial Tactics Brunch 2017

Center Club Orange County 650 Town Center Drive, Garden Level, Costa Mesa

Join us for our 7th Annual Cutting-Edge Financial Tactics Brunch Saturday, October 28 in Costa Mesa, CA with Keystone CPA, Exeter 1031 Exchange, uDirect IRA Services, and Barthcalderon Attorneys as we explore some of the biggest mistake investors make and how to avoid them. 

$49

Amanda Han and Matt MacFarland on the Real Estate Radio Show

The Norris Group 1845 Chicago Ave, Suite C, Riverside

This week Bruce Norris is joined by Amanda Han and Matthew MacFarland.  They are the owners of Keystone CPA in Orange County.  Matt has over 20 years of experience in public accounting as a CPA and tax strategist.  He has worked for both the Big 4 and regional CPA firms.  Amanda has over 18 years […]

Cutting-Edge Financial Tactics Breakfast 2018

Center Club Orange County 650 Town Center Drive, Garden Level, Costa Mesa

“Sorry, you need to ask your CPA, attorney, and/or other expert?” It’s so frustrating! We know, you’ve got this burning question on an investment or the structure of a new entity and you’re forced to bounce between experts who don’t always agree. It drives us nuts too! Our 8th Annual Cutting-Edge Financial Tactics Breakfast Saturday, […]

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