Tax & Legal Strategies for Real Estate Investors

PRICE: $25 at the door

AGENDA:

6:30 - Networking

7:15 – Tax & Legal Strategies

9:00 - Networking

SPEAKERS:

Peter Fischer - Commercial Real Estate Transactional Attorney

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Peter Fischer is a shareholder of Enenstein, Ribakoff, LaViña & Pham, and a member of the transactional real estate group. He is a seasoned commercial real estate transactional attorney who regularly handles acquisitions, syndications, financings, fund formations and other matters while representing a broad spectrum of national, regional and local investors, funds, developers, operators, syndicators, sponsors, private equity providers and lenders. Peter’s clients work across a wide range of product types including multi-family, senior care, retail, industrial, medical office and residential. He is integral in advising on structuring, private placements, joint ventures (including TIC structures, DSTs and the like), securities compliance and a host of other real estate matters such as leasing, 1031 exchanges and hard money lending. Peter is also an active real estate investor himself, and prides himself on understanding his client’s business, as well as legal needs.

www.enensteinlaw.com (http://www.enensteinlaw.com/)

Brian Chou - Attorney at Barth Calderon, LLP.

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Brian Y. Chou is an Associate Attorney at the firm of BARTHCALDERON LLP and his practice focuses on asset protection, estate planning, and business succession planning. Mr. Chou assists clients in all stages of life, from the young professional couple that is concerned about estate planning for their minor children, to the wealthy real estate investor who wants to insulate himself and his properties from lawsuits, to the successful business owner who is agonizing about how to transition his company to the next generation.

http://www.barthattorneys.com/ (http://www.barthattorneys.com/Attorneys/Brian-Y-Chou-Esq-.aspx)

Amanda Han - CPA, Managing Director of Keystone CPA, Inc.

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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.

www.KeystoneCPA.com (http://www.keystonecpa.com/)

Matt MacFarland - CPA, MBT, Executive Managing Director of Keystone CPA, Inc.

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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.

www.KeystoneCPA.com (http://www.keystonecpa.com/)

HOST: Mathew Owens, CPA, Founder of OCG Properties

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OCGProperties.com (http://ocgproperties.org/en/home-default/)

Instagram.com/OCGProperties (https://www.instagram.com/ocgproperties/)

Facebook.com/OCGProperties (https://www.facebook.com/ocgproperties/)

OCG Properties YouTube Channel (https://www.youtube.com/channel/UC86-STi1ele-mqFwWgIwDsw)