Tax Planning Strategies for Real Estate Investors

Tax Planning … It’s not about how much you earn.  It’s about how much you keep! Learning how to legally avoid or defer the payment of income taxes is essential to your financial success.   Our world class faculty will show how real estate investors can legally earn more while paying less in taxes.  This webinar recording is suitable for experienced and novice real estate investors.

WATCH THIS FREE 90 MINUTE WEBINAR – Valued at $197

Tax Planning Strategies for Real Estate Investors

• professional investor / developer David Campbell

• self-directed IRA company president Kaaren Hall

• veteran tax strategist Amanda Han, CPA

• real estate attorney Jeff Lerman

• estate planning attorney Michelle Lerman

This webinar is appropriate for both new and well seasoned investors.   While this webinar will be recorded, you’ll get the most out of the experience by attending live so you can ask questions.   Sign up early because space is limited to just 100 participants.

MEET OUR WORLD CLASS FACULTY

DAVID CAMPBELL – professional investor / developer
www.HasslefreeCashflowinvesting.com

As a real estate developer, investor, syndicator, and broker, David Campbell has been a principal or key advisor to over $800 million of real estate transactions including apartments, office, retail, hospitality, winery, condo-conversion, and production home building. David’s companies have held real estate interests in California, Texas, North Carolina, Delaware, Canada, Mexico, and Belize.
Believing that properties do not have problems, people do, David takes a people first approach towards finding creative solutions for properties and the people who own them.  David has a gift for implementing creative financial solutions. Starting with an assessment of an investor’s strengths, David finds ways to leverage those strengths to maximize profit while minimizing investment risk and minimizing hassle.

Kaaren Hall  – president of uDirect IRA Services
www.uDirectIRA.com

Kaaren has helped hundreds of people self-direct their retirement savings. A native of California, she has a 16-year background in Real Estate, Property Management and Mortgage Lending. She has worked at such companies as Bank of America, Centex Homes, Pulte Homes and Indymac Bank. She’s held a real estate license in Washington, Texas and California and a Life & Health license in California. Her company, uDirect IRA Services, LLC, offers self-directed education and services to investors, providing excellent customer service. Kaaren is a public speaker and master networker. A mother of two, she lives in Orange County.  Educating individual investors and professionals is the cornerstone of uDirect IRA Services. 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 Services 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.

Amanda Han, CPA – tax strategist
www.KeystoneCPA.com

Amanda Han is a tax strategist who specialize in creating cutting-edge tax saving strategies for real estate investors. As a real estate investor, Amanda and has an in-depth understanding of the various aspects of investing including taxation, deal structuring, entity structuring, and money-raising. Amanda is a frequent speaker and educator on tax strategies especially for real estate investors¬†and has recently been selected to be the Lead Instructor for the National REIA Organization teaching investors all across the nation on how to use taxes to significantly increase monthly cash flow. Amanda has also appeared on NBC News Radio as well as Realtor Magazine.  FREE DOWNLOAD of Mrs. Han’s ebook “How to AVOID UDFI Taxes when investing with Retirement funds”

Jeffrey H. Lerman – real estate attorney
www.realestateinvestorlaw.com

One of the things clients say they most appreciate about Mr. Lerman is his ability to take complex legal concepts and information, synthesize it and present it in a way that allows an investor to make a good decision quickly. Mr. Lerman handles acquisitions and sales, entity formation, syndication, commercial leases, loan documents, construction documents, loan work-outs and litigation. Mr. Lerman frequently lectures on various real estate and litigation topics, has written numerous articles and has been featured in national news.

Michelle C. Lerman – estate planning attorney
www.LermanLaw.com

Michelle C. Lerman is at the forefront of current developments in estate planning design strategies. A highly sought-after speaker in the community, Ms. Lerman has been helping clients with their estate planning needs for more than 20 years. She serves on many boards and mentors upcoming attorneys as well. At ease on the air or in the courtroom, Michelle C. Lerman has helped hundreds of clients with her creative solutions and solid advice about estate planning.

End of the Year Tax Planning Strategies for Real Estate Investors 

 We hope these strategies help you earn more while legally paying less tax.