Year End is approaching fast. We need to our 2019 tax strategies NOW, NOT in January 2020. We are holding a special event focused on what you need to do NOW to take advantage of your real estate related benefits this year. Samy Basta, CPA is focused on working with real estate investors and will provide an in-depth 3 hour tax planning session (No Fluff Zone). Bring your financial, tax, real estate related questions. For real estate professional and investors, this should be a very useful, practical and timely event.

Featured Speaker: Samy Basta, CPA(

Samy Basta is the managing director and founder of Unisource Financial Group, he brings more than 20 years in tax, financial and business consulting to this role. Samy’s practice focuses on consulting with privately-held companies in the areas of financial planning and tax services in a wide range of areas, including tax saving strategies, tax return compliance and advisory services, choice of entity. His emphasis is in the area of financial planning, working with clients to improve the quality and usefulness of their resources. Samy also provides technical support on complex tax issues, as well as helps solving tax problem and IRS audit representation.

Any serious real estate investor will not want to miss what he has to present. He will deliver content focused especially for real estate investors.

Some of the topics that he will cover are:

+ “Investors” in Real Estate receive better tax treatment than “Dealers”.

+ Tax Traps for New Real Estate Investor

+ Using a Self-Directed IRA LLC To Purchase Real Estate, Pros and Cons

+ Navigating the Real Estate Professional Rules

+ Tax planning for 2019

+ A lot more

Why You Should Attend this Meetup:

  1. Real estate investors
  2. Real estate professionals, agents, brokers,
  3. Wholesalers
  4. Tax professionals, financial advisors
  5. Contractors, Rehabbers, Syndicators
  6. Lenders, Borrowers

Come and join us for this one time special event to help reduce your tax burden. Normally you’d pay several hundred or thousands of dollars to get this type of advice but you get all this for free at our event.

When: Dec 7, 2019 9:00 AM to 1:00 PM

Where: NY Life, 2633 Camino Ramon, #525, San Ramon, CA (Light lunch will be provided. There is plenty of free parking.)

Quick reminder about December 2nd and 3rd events

Also a quick reminder about our event with Steve Rozenberg of Mynd focused on best practices for out of state investing. We have added a special lunch event in Oakland on Dec 3rd. All details are here:

Happy Investing!


Support Our Sponsors

Brighton Financial and Insurance Services: Vernon Williams, ([email protected] 408.241.2100)

Mynd Property Management: Kyle Cortopassi ([email protected], 415.805.1176)
The Entrust Group: Bill Neville, Business Development, ([email protected], 800.392.9653 x237) [email protected]

Alexandra Moari, Mortgages, Property Mgmt, [email protected], 415.608.0734. NMLS ID:237089, DRE #: 01367626
Oleg Kotov: Farmers Insurance, 650.762.6837, [email protected]
Gideon Sylvan: Founder, CEO, Pellego, 206.566.9456, [email protected]
Fourplex Investment Group: Steve Olson, 801.362.3392, [email protected]

BuildShilo: Saliq Hussaini, (408) 499 5928 , [email protected]

BreakThroughBuilders: Kamal Hyder, (408) 499 5928, [email protected]