Year-End Tax Strategies & Capital Preservation for Real Estate Investors

# Year-End Tax Strategies & Capital Preservation for Real Estate Investors

### Don’t Leave Your Profits on the Table: Lock In Your 2026 Tax Strategies Before December 31

As the end of the year approaches, real estate investors face a critical window of opportunity. The decisions you make between now and December 31 can directly impact how much of your hard-earned profits you keep—or hand over to the IRS. Join us for our November FIBI gathering as we bring together a panel of seasoned real estate tax professionals and experienced investors for an actionable, educational deep-dive into Year-End Tax Strategies & Capital Preservation. Whether you own single-family rentals, commercial assets, or participate in syndicate deals, this meeting will walk you through real-world tactics you can deploy immediately to protect your cash flow heading into 2027.

### What We’ll Cover:

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  Maximizing Depreciation & Cost Segregation: How to leverage current tax rules—including updated 100% bonus depreciation provisions—to accelerate tax deductions on your properties.

• 

  1031 Exchange Rules & Timing: Managing strict deadlines, DST structures, and alternatives to defer capital gains tax smoothly.

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  Capital Loss Harvesting & Expense Structuring: Simple year-end bookkeeping moves and entity expense allocations that maximize your deductions before midnight on Dec 31.

• 

  State vs. Federal Nuances: Key pitfalls to avoid when balancing federal tax incentives with local state regulations (like California non-conformity rules).

### Why Attend FIBI?

FIBI (For Investors By Investors) is built on three core pillars: Education, Networking, and Community.

• Zero Sales Pitches: No upsells, no course sign-ups, and no guru pitches. Just pure, actionable knowledge from active market participants.
• Open Q&A: Bring your specific questions—our panel will address real scenarios faced by investors today.
• High-Value Networking: Connect with local investors, lenders, attorneys, and CPAs who are actively building wealth in today's market.

### Who Should Attend?

• Active real estate investors looking to optimize their 2026 tax return.
• Passive investors wanting to better understand pass-through paper losses and capital preservation.
• Anyone planning to buy, sell, or exchange real estate in the coming months.

Space is limited! RSVP today to secure your spot and start optimizing your year-end strategy.

Admission: $20 presale or $25 at the door.
Meetup registration is free, but payment is required to attend.
Presale pricing ends at 3:00 PM on the day of the event.
Presale link: https://www.paypal.com/ncp/payment/R6FRW5SQGVCEY

LOCATION:
2221 Rosecrans Ave Suite 100, El Segundo, CA 90245

AGENDA:
6:30 - General Networking
7:15 - Networking w Speakers and Sponsors
7:25 - Round Table Discussion
9:00 - Post Meeting Networking Reception @ Caló Kitchen

For each panel discussion, we will invite topic experts to help anchor the conversation. Joining us will be:

• Kaaren Hall
  CEO/Founder OCREIA

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading self-directed IRA provider since 2009, now overseeing more than $1.4 billion in assets under management. She holds the CISP and SDIP designations. With over two decades of experience in real estate, lending, and self-directed retirement accounts, she has helped thousands of investors take control of their retirement funds and diversify into alternative assets. A nationally recognized speaker, BiggerPockets author, and founder of OCREIA, Kaaren continues to educate and advocate for investors while serving in leadership roles across the retirement industry.

• Bill Torres
  CPA/PFS MS Taxation | Tax Partner

For over 30 years, an elite group of enterprises have turned to Bill Torres & Company, Inc, a CPA firm based in Southern California. Bill Torres and his team, work with a diverse range of clients, some of which have offices and divisions outside the state and globally. As CPA's, services rendered include, accounting, tax preparation, consulting and financial advisory. Fluent in Spanish. Our mission is to help our clients achieve and secure their financial goals.

PARKING:
Parking is free and available next to the building. Please join us!