Tax and Legal Strategies for Real Estate Investing

A common question that all real estate investors ask themselves is "How to properly save in taxes while adequately protecting my assets?" Novice and savvy investors alike, this question will continue to yield different answers based on the investor's risk tolerance and specific situation, and, without the right team in place, the search for such answers in tax and legal strategies can be a long, arduous road.

Thankfully, you don't have to do it alone.

At the next OCG Live event, we have the honor of inviting the tax, retirement, and legal experts to share with you their specific expertise and help you answer the difficult tax and legal questions for your real estate investments. This presentation aims to equip you with smart and up-to-date tax and legal insights to lead you to your success in real estate investing.

We will discuss about:

• Types of Entities and what to use

• Multi-entity structuring

• Asset Protection

• Maintaining the corporate veil

• Principals of contract law

• Joint Ventures and Partnerships

• Use of legal entities and their tax implications

• 1031 exchange strategies

• Hidden tax traps in 2015 you need to avoid

• 3 savvy tax strategies for high-income earners and business owners

• The power of self-directed IRAs

• Strategies to generate tax-free income

• Alternative investments using self-directed retirement accounts

• Limitations and rules of investing with self-directed IRA

• Tax implications of investing with self-directed IRA

$20 to RSVP for this OCG Live Event. Price will cover for brunch catering at the restaurant.

Our Presenters:

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AMANDA Y. HAN, CPA, Keystone CPA

http://www.keystonecpa.com/index.php

Director of Business Development of Keystone CPA

Office: (877) 975-0975

E-mail: info@keystonecpa.com

Amanda has over 18 years of experience as a CPA with special emphasis in real estate, self-directed investing, and individual tax planning. Amanda has extensive "Big Four" public accounting experience in the Lead Tax Group servicing clients in the real estate industry. She provided tax consulting and tax compliance for companies engaged in land development, residential development, medical facilities, and conglomerate shopping malls. Subsequent to her work at Deloitte, Amanda served in the Corporate Tax Department for an international Fortune 500 Company in the high tech industry and was responsible for quarterly provisions and various aspects of SEC reporting. Amanda has numerous years of experience in working with international companies in terms of federal and multi-state tax planning as well as audit representation and resolution.

Amanda is a frequent contributor and educator to some of the nation’s top investment companies and is a leading expert on retirement investing. Amanda’s cutting-edge tax strategies have been featured in prominent publications including TIME Magazine Online, Bigger Pockets.com, Realtor Magazine, and AllBusiness.com, a Dunn & Bradstreet Company. She is certified by the CA State Board of Accountancy and is a member of the prestigious American Institute of Certified Public Accountants (AICPA) practicing in all 50 U.S. States.

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MATTHEW T. MACFARLAND, CPA, MBT

http://www.keystonecpa.com/index.php

Managing Director of Business Operations of Keystone CPA

Office: (877) 975-0975

E-mail: info@keystonecpa.com

Matt has over 20 years of experience in public accounting as a CPA & Tax Strategist. He has worked for both the “Big 4” and regional CPA firms. While at Deloitte, Matt served as a Tax Manager in their Private Client Advisor (PCA) group where he focused his expertise in tax planning and compliance for high net worth individuals, business owners, commercial real estate investors, and professional athletes. His diverse portfolio of clients included real estate, manufacturing, retail, technology, and professional services industries. In addition to his experience at Deloitte, Matt furthered his career with 3 years at a regional CPA firm affiliated with world renowned authors and speakers Diane Kennedy and Robert Kiyosaki. As a Managing Director at Keystone CPA, Matt provides consulting and strategic planning services specifically developed for real estate investors, small business owners, and wealthy individuals.

Matt teaches creative tax saving strategies to taxpayers and other CPAs nation-wide and is a frequent tax contributor to NBC News Radio's Smart Money Show. Matt is a graduate of UCLA and received his Master’s Degree in Business Taxation from USC. He is certified by the CA State Board of Accountancy and is a member of the prestigious American Institute of Certified Public Accountants (AICPA).

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KAAREN HALL, uDirect IRA Services

https://www.udirectira.com/

President of uDirect IRA Services
2522 Chambers Road, Ste 100
Tustin, CA 92780

Office: (714) 460-5505

Fax: (866) 446-7454

Toll-Free: (866) 447-6598

E-mail: KHall@uDirectIRA.com

uDirect IRA Services:

uDirect IRA Services has helped thousands of Americans invest their IRA outside of the stock market into real estate, land, private notes & more to improve their financial future. Educating individual investors and professionals is the cornerstone of uDirect IRA. We have events right here in Southern California geared toward self-directed investing. We also offer webinars so no matter where you are you can "Learn to Earn". uDirect IRA provides complete and accurate information on self-directed IRAs so you can make the most of your retirement funds. We do not promote any investments. Rather, we provide the knowledge, tools and information you need to make self-direction easy. At uDirect, we help you get started quickly and easily, and stay with you every step of the way.

Karren Hall:

After 20+ years of experience at Bank of America, Indymac Bank and her own mortgage brokerage experience, Kaaren Hall saw the recession take hold and the mortgage market collapse. Rather than folding up her tent, Hall took her real estate and finance knowledge in a promising new direction – self-directed IRAs. Hall has helped thousands of Americans invest their IRA into real estate, notes and other assets outside of the stock market to improve their financial future.

Now, Hall is a passionate educator and facilitator for better retirement through highly diversified and individually controlled IRAs. She shares her expertise with investors and advisors through speaking engagements, online videos and a weekly newsletter.

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PETER FISCHER, Attorney, Enenstein Ribakoff Lavina & Pham

http://enensteinlaw.com/

Enenstein Ribakoff Lavina & Pham

Phone: (310) 899-2070

Fax: (310) 496-1930

E-mail: pfischer@enensteinlaw.com

Peter Fischer is a partner, and a member of the Firm’s corporate and real estate groups, as well as the head of the Firm’s entertainment practice. Peter’s practice includes a wide range of general business, corporate, real estate and, other commercial law matters.

Corporate/Entertainment

Peter regularly acts as general and strategic counsel to privately held middle-market and emerging growth companies. Peter is integral in assisting with corporate formation and structuring needs, negotiating stock and asset acquisitions, structuring and documenting a wide range of financial transactions (including private placements, senior and subordinated loan agreements, leveraged buyouts and restructurings). He also routinely represents clients in connection with a diverse range of entertainment, media and intellectual property matters, including complex production, distribution and financing transactions, capital raising transactions for production and other entertainment companies.

Real Estate

Peter also represents clients in transactional real estate matters, including acquisition, syndication, fund formation, development, leasing, construction, and other financings. He has represented developers, investors, borrowers, and lenders in all product types, including multi-family, senior care, retail, industrial, medical office and residential.

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MATHEW OWENS, CPA, OCG Properties

http://www.ocgproperties.com/

OCG Properties, LLC

Office: (424) 757-4680

E-mail: mpo@ocgproperties.com (mpo@ocgproperties.com)

Appts: http://meetme.so/mathewowens

Facebook: http://www.facebook.com/mathew.owens2

LinkedIn: http://www.linkedin.com/in/mathewowens

Mathew is the founder of OCG Properties, a company that specializes in equity and cash flowing real estate investments. He graduated from UC Santa Barbara with a bachelors degree in economics with an emphasis in accounting, earning his CPA license while performing audit and taxation engagements at various CPA firms, and worked primarily on large real estate clients. He currently specializes in value add cash flowing residential and multifamily real estate investments having purchased and renovated over 450+ properties. Mathew works with investors in multiple ways to acquire real estate in high cash flow markets around the country. He also helps investors develop various cash flow streams through syndications run by professional operators, promissory notes and other real estate related assets. Many of his clients benefit from his knowledge of real estate taxation and due diligence, legal and investment structuring, and long term investment planning and analysis.

• BA in Economics w/ Emphasis in Accounting from UC Santa Barbara

• Certified Public Accountant, 2002

• Bought, renovated and sold or held over 450+ properties Currently buying 5+ single family rental properties per month

• Purchasing an apartment building per quarter

• Raised over $25 million in private investors capital

• Currently own over 150 units in Memphis, TN & Atlanta GA Property management 7+ years experience

• Investments • Syndicated investments • Performing and non-performing Notes • Single family, multifamily properties flipping & holding • Private lending

• 10+ years experience taxation and auditing

• 8+ years full time real estate experience

• FIBI Long Beach Real Estate Investment Club (https://www.meetup.com/forinvestorsbyinvestors) Founder, 2009, 1638 members

• FIBI South Bay Real Estate Investment Club (https://www.meetup.com/fibisouthbay) Founder, 2012, 1518 members