Real Estate Investing Meetup - 10 Deadliest Tax and CFO Mistakes of RE Investors

Presentation: The 10 Deadliest Tax & CFO Mistakes Real Estate Investors Make — And How to Avoid Them
Speaker: Jerilyn Mallari, “Lady J Speaks”

Whether you own one rental or you’re deep in syndications and flips, the IRS is your most expensive silent partner—and most investors don’t even realize it.

Join Jerilyn Mallari, EA—aka Lady J Speaks—as she exposes the 10 most common financial mistakes real estate investors make that quietly kill cash flow, trigger tax audits, and stunt long-term wealth.

You’ll learn:
✅ Why your entity structure could be costing you six figures
✅ How investors accidentally disqualify themselves from major tax benefits
✅ The CFO strategies top investors use to plan exits, forecast cash, and build bulletproof books
✅ How to finally align your CPA, bookkeeper, and strategy so they stop working against each other

Jerilyn is a 23-year tax strategist, fractional CFO to 60+ companies, and founding member of the Acquisition IQ Network. Her guidance has unlocked over $863 million in tax savings for real estate investors and business owners alike.
Don’t miss this session if you’re serious about keeping more of your cash and scaling smarter—without losing it to avoidable tax traps.

6:00-6:20: casual networking
6:20-6:30: group introductions
6:30-7:00+: speaker Jerilyn Mallari, EA, on common tax mistakes
7:00-8:00+: casual networking