TAX STRATEGIES FOR REAL ESTATE INVESTORS

Please RSVP at http://goo.gl/Evxl6F

Join us on Tuesday, November 12, 2013 from 6:30 PM – 9:30 PM

Location: The Belamar Hotel - 3501 North Sepulveda Boulevard, Manhattan Beach, CA

Price: $20.00/per person (includes valet parking)

Panelist:

Patricia Leung (www.leungtax.com)

Patricia Leung has over 10 years of professional tax and accounting experience with special emphasis on real estate, private equity, and financial services industries. She has worked in supervisory and management capacities in “Big 5” and regional CPA firms, as well as in a large private equity real estate firm.She has serviced multinational corporations, partnerships, and small businesses in numerous client matters, including complex U.S. and international tax planning and research, tax planning for high net worth executives, and tax return preparation and compliance matters.

Richard Welling, CPA (http://richardwellingllp.com/)

Richard Welling has over 30 years of experience solving complex tax problems for clients in the investment management and real estate industries.He focuses on strategic business tax planning, combining deep technical expertise with entrepreneurial thinking.Richard was a Tax manager at Arthur Andersen, and holds a BS in Accounting and Finance from California State University, Long Beach.

Jacob A Dax, CRPC®, AAMS® Financial Advisor ( http://www.ameripriseadvisors.com/jacob.a.dax/ )

Agenda:

6:30 - Networking - The Belamar Hotel Bar

7:15 - Introductions

7:25 - Panel discussions

9:15 - Networking - The Belamar Hotel Bar

The Manhattan Beach Chapter of FIBI was started because we truly believe in the power of helping others invest without having to receive something in return. There will be no sales pitch at any of our events and we guarantee you will be educated via our unique panel format. Our years of real estate experience have allowed us to cultivate an incredible group of professionals that are smart, successful and willing to share their experience with you.

Each month, we will feature a topic that is critical to successful investing in real estate and invite a range of panelist that specialize on the subject. Besides us moderating the discussion to mine for the most relevant information, we will also encourage audience participation so you can get your questions answered.

Please come check out one of our meetings and we promise you will receive beneficial information, superb networking with other real estate investors and most importantly, NO sales pitch.

To pay $10 per event, get your annual Membership. Here is the application form

Please RSVP at http://goo.gl/Evxl6F