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Entity Structures and Tax Strategies for the Real Estate Investor

You work hard for your real estate investing dollars, and you deserve to protect yourself from frivolous law suits and over paying on your taxes. Our next networking event will have a national real estate financial company speaking on the following topics:

· tax savings through proper use of entity structures and constant planning;

· lower cost insurance strategies;

· improved investment returns with lower risk through active portfolio management and proper asset allocation;

· lower borrowing costs through competitive lending;

· estate plans that are properly funded and integrated with the overall plan which eliminate transfer taxes, and

· asset protection strategies that prevent risk of loss.

What you DON’T know about the law WILL hurt you!

Speaker:  Jamie Finnen – Managing Partner for Optimal Financial Group

About Optimal Financial Group:

 The Optimal Financial Group combines the best practices in the fields of law, accounting and financial planning to provide professionals and business owners with a service offering to meet their unique planning needs. 

Our goal is to provide comprehensive financial support across all major disciplines to include risk management, asset protection, entity structuring, tax mitigation, estate planning, asset allocation and wealth accumulation. We provide independent, unbiased advice and constantly strive to recommend what’s best for our clients, not what is simply suitable. Our vision is to provide a single source of advice and guidance and to ultimately shorten the time it takes our clients to reach their financial goals through on-going coaching, mentoring and communication.


6:00 -7:00- Introduction to Real Estate Investing

7:00 - 7:30 - Networking / Announcements / 5 Minute Market Update

7:30 - 8:30 - Keynote Presentation

8:30 - 9:00 – Deal pitch / Shameless Self Promotion

9:00 - 10:00 – Networking


REIA DFW pledges to bring you speakers and discussion topics that are relevant to building the investment knowledge you need to be successful in Texas.

We believe in education and getting our membership the most accurate and up-to-date information about what's going on in Texas and what's working in TODAY'S real estate market.

We also believe in the value of networking and bringing together real estate investors, Agents, Title Companies, Contractors, Appraisers, etc...

We have a stringent focus on networking, education, investment strategies, deal pitching, and knowledge sharing, not on selling products or services.

These are just a few things that differentiate us and make our group a stand-out for both accomplished and new real estate investors.

We meet on the 2nd Thursday of every month from 4-9pm (New Attendees) 6-9pm (members).

For more information about The REIA DFW, please visit

We look forward to seeing you there!

~ Cathy Crowe-League & Shenoah Grove

Join or login to comment.

  • Colette Imatrillionaire H.

    Great!! Very knowledgable

    June 13, 2014

  • Kimberlee L.

    There has been some question about a 4pm meeting. There is NO 4pm today. Shenoah will see you all there at 6pm!

    June 12, 2014

  • Shenoah G.

    Hi guys, Tonight is going to be a great meeting with incredible guidance from one of the nation's top experts on asset protection and entity structuring specifically for Real Estate Investors!!! See you at 6pm! Shenoah

    1 · June 12, 2014

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