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Lender · San Francisco, CA · Member since 2015 · 151 posts · 41 votes
It’s that time of the year when we have to start preparing for our tax filings. I am thrilled to announce that we have a great opportunity to have a very knowledgeable and experienced presenter for this very timely event. Patrick James is the president and CEO of United States Tax Relief LLC.He is an active real estate investor (including Notes) and has dedicated his entire career to helping people capture ALL the tax deductions legally allowed through implementing specific strategies allowed by the IRS. His marketing expertise was instrumental in launching a tax reduction program with a former senior trial attorney for the IRS.Together, they created a Tax Reduction program that teaches people how to take advantage of every possible tax deduction in order to minimize tax liabilities and becoming audit proof in the process.
Patrick graduated from the University of Portland in 1986 with a degree in Economics, Social Studies & Psychology. The year he graduated he was inducted into “Who’s Who in Colleges and Universities”. In 2002, he became president of a national tax education firm, which specialized in financial and tax education.
Patrick has been a guest on more than 1,000 radio and television talk shows and was featured in Explanations and Newsweek, It'sYour Money (a New York Times best-seller). He was also the recipient of the BusinessMan of the Year 2002 and has spoken at over 1,000 conferences to groups as large as 62,000 people with such luminaries as:
*Alan Greenspan *Suzi Orman *Robert Kiyosaki *Magic Johnson *Kevin Harrington*George Forman *Tony Robbins *Jay Leno
He has written two books, Secrets of the Self-Made Millionaires and How to Save Thousands on your Taxes.
His program is so successful that members of the hit TV show “Shark Tank” have become clients. Taxes are the single largest expense most families are faced with today. With all the 2018 changes, you can discover thousands of dollars in additional deductions that were never available before including the new 20% deduction for Qualified Business Income (QBI). Even if you don’t have a business, the average family of four will save on average $10,000 this year on their taxes by understanding and implementing these strategies.
Tax Planning is 365 days a year. Patrick will teach people how to categorize their expenses the “RIGHT” way 365 days a year so they give their tax preparer the correct information and they capture ALL the tax deductions they’re legally allowed!
When and Where
March 12: NY Life, 2121 S. El Camino Real, San Mateo, 4th Fl. 6-9 PM [Free dinner]
March 13: Harry’s Hofbrau, 14900 E 14th St, San Leandro 6-9 PM [Caféteria style, self serve food. Attendee pays]
March 14: NY Life, 425 Market St, San Francisco, 9th Fl. 6-9 PM [Free dinner]
This event is timely and something you should not miss. The event is going to be educational and you are GUARANTEED to pick up many useful tips for your upcoming tax planning season.
Upcoming Events Reminder
Money in your Backyard–Legal ADU’s, In-Law units, Garage Conversions-Connor Daly
Mar 4: 6 to 9PM:2121 S El Camino Real, 4th Floor, San Mateo
Mar 5: 6 to 9PM: 425 Market St, 9th Floor, San Francisco