Tax Expert CPA , Attorney’s & Financing for Real Estate - One FULL DAY BOOT CAMP

This is a past event

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Dear Moguls!


Dear Members!

This is the time to reflect back on 2017 and be thankful for the great friendships and real estate deals, ventures, partnerships. In the spirit of the Holidays and Christmas, we have decided to make the event COMPLETELY FREE to our members.

This is a BLOCKBUSTER TRAINING / BOOTCAMP EVENT to get your 2018 started right. Lately there has been a lot of buzz and news about how the new tax changes will impact real estate investors (or just about anybody). I have assembled some of the most knowledgeable experts when it comes to Taxes, Real Estate Law, Corporate Law and Mortgage/Finance. Last time we had a similar event, we had a packed room (standing room only) and members walked away with the some amazing knowledge, education and networking. We are bringing back those presenters plus another expert. This will be a NO FLUFF, HARD CORE, NO SALES PITCH, PURELY EDUCATIONAL full day event to help you plan your taxes/strategies/investments early in the year. · Samy Basta (CPA focused on REAL ESTATE)

· Scott Okamoto (REAL ESTATE Attorney)

· Elizabeth McGee (TAX Attorney)

· Alexandra Moari (Finance, Property Management, Loans Guru)

We have been able to line up an amazing line of presenters for a deep dive, no fluff, practical, useful event for our members. It will be a full day where you’ll be able to get answers to many of your questions from expert CPA, Real Estate Attorney and Loans expert. This is a rare opportunity to meet these experts, get advice, get your questions answered and network with other fellow investors.

To make it easy for you, we are hosting this event on three days and in three locations, San Ramon, San Mateo and San Francisco.

Samy Basta, CPA (

Samy Basta is the managing director and founder of Unisource Financial Group, he brings more than 20 years in tax, financial and business consulting to this role. Samy’s practice focuses on consulting with privately-held companies in the areas of financial planning and tax services in a wide range of areas, including tax saving strategies, tax return compliance and advisory services, choice of entity. His emphasis is in the area of financial planning, working with clients to improve the quality and usefulness of their resources. Samy also provides technical support on complex tax issues, as well as helps solving tax problem and IRS audit representation.

Any serious real estate investor will not want to miss what he has to present. He will deliver content focused especially for real estate investors.

Topics that he will cover are:

· “Investors” in Real Estate receive better tax treatment than “Dealers”.

· Tax Traps for New Real Estate Investor

· Using a Self-Directed IRA LLC To Purchase Real Estate, Pros and Cons

· Navigating the Real Estate Professional Rules

Attorney Scott Okamoto (

The Law Office of Scott T. Okamoto focuses solely on real estate, offering a wide array of legal services, including residential and commercial landlord-tenant disputes; purchase and sale; and boundary, neighbor, and co-owner disputes. Scott will deliver content to teach basics of litigation protection for real estate investors.

Alexandra Moari, Loan Officer and Property Manager

Alexandra is a highly skilled and extremely knowledgeable in Loan Originations and real estate finance. This will be your opportunity to learn from one of the best and ask any questions that you may have related to loans and financing your projects, investments.

Elizabeth McGee, Attorney (

Elizabeth McGee is a San Francisco tax attorney who advises startup companies, mid-sized businesses, and individual clients in federal tax controversy and litigation matters, from Internal Revenue Service examinations and administrative appeals through trial and appeal in the federal courts. She also represents clients in state tax controversies and federal and state collection matters, and she helps clients identify appropriate procedures to reduce federal and state tax burdens and comply with federal and state tax laws.


9:00 to 10:30 AM: Alexandra Moari Presentation

10:30 AM to Noon: Samy Basta Presentation Noon to 12:30 PM: Lunch

12:30 to 2:00 PM: Scott Okamoto Presentation

2:00 to 3:30 PM: Liz McGee

3:30 to 4:00 PM: Q&A & Networking

EXCLUSIVE BONUS OFFER: Attendees to the event will be entitled to 45 Minute free consultation with our presenters.

Lunch will be included.

I hope that many of you will take advantage of this event to come and learn and get answers to your questions from the experts that we have assembled.

Got questions?? Send me an email [masked]

Hope to see many of you! Happy Investing.

Bobby Sharma

Support Our Sponsors

We have three great sponsors that help us out with our Meetups. Please do connect with them if you need capital (Nam Pham) or for asset protection advice (Dr. Bardia Hariri)

Pacific Private Money: Nam Pham ([masked],[masked]).

Brighton Financial and Insurance Services: (Vernon Williams, [masked][masked])

NY Life: Dr. Bardia Hariri MBA, Ph.D ([masked],[masked]) you can reach out to me for more details ([masked])