All Forum Posts by: Misty Fowler

Mastering Tax Planning: Protect Your Wealth and Your Deals!

In 2024, we're seeing a surge in IRS liens and garnishments, making effective tax planning more crucial than ever. The IRS is ramping up collections, and it's essential to navigate these waters with confidence. Here’s what Amy will cover:

1. Tax Planning, Not Paying: Focus on strategic tax planning to minimize your liabilities.
2. Ensuring Proper Tax Structures: Ensure you have the right entities in place.
3. Choose the Right Tax Preparers and Bookkeepers: Collaborate with experienced professionals who understand the intricacies of tax regulations.
4. Common Deductions People Miss: Don’t leave money on the table!
5. Dealing with Increased Collections: If you find yourself facing collection actions, know your rights.
6. What to Do If You Get a Notice from the IRS: Don’t panic!
7. Handling IRS Liens and Garnishments: If an IRS lien or garnishment threatens your business deals, act quickly.

The key to thriving in today’s tax landscape is knowledge and preparedness. Equip yourself with the right resources, and don’t face the IRS alone.

Speaker: Attorney Amy Farrow

Amy Farrow is an Attorney and real estate investor with over twenty-five years of experience. She has represented business owners, banks, and real estate professionals in litigation and transactional matters. Amy has also closed hundreds of real estate transactions, residential and commercial. She has bought and flipped more properties than she can remember, the very first in 1999.

Amy is a graduate of the University of Wisconsin, both undergraduate and law school. She began her practice of law at a small firm servicing Columbia, Sauk and Dane County. After a few years of practice, Amy joined the Department of Justice. She served as a Special Agent with the Federal Bureau of Investigation in Oklahoma City, OK. After five years, Amy returned to Wisconsin and resumed the practice of law serving southeastern Wisconsin.

In her spare time, Amy loves to relax with her four children and two silly dogs. She and her husband travel often and love to visit National Parks. Amy also runs in obstacle and adventure races several times a year, such as the Tough Mudder and the Spartan races. She is a commercial pilot and is currently looking to buy a plane for new adventures. Amy also sits on the board of a nonprofit that focuses on raising money for breast cancer survivors and their families.

WiscoREIA’s Wausau Meeting Always Meets on the 3rd Monday of the Month from 6:30 pm - 9:00 pm!

Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!

Meeting Location:

The Bar

10302 Market Street

Rothschild, WI 54474

Please enjoy food, drinks, and TIP YOUR SERVERS!

6:30 pm - 7:00 pm - Check-in

7:00 pm - 9:00 pm - Speaker Presentation

You can stay after the meeting as well to network! Remember to bring your deals!

Members are always FREE! Your first meeting with WiscoREIA is FREE!

After your first meeting, Non-Members are $30.00.

***Make sure to pre-register - We are now Cashless***

Hosts: Derek Dombeck & Ashley Lang

How to Build a Rental Property Portfolio

What You'll Learn:

• The fundamentals of investing, finances, and property acquisition.
• How to evaluate opportunities using underwriting and risk/reward analysis.
• Classic approaches to building wealth that stand the test of time.
• Practical steps to start or grow your rental property portfolio.

Speaker: Kevin Gracyalny

Kevin purchased his first property in 2017. In the same month he started importing products and selling them at fairs and tradeshows. He used the cash the tradeshows kicked off to continue to buy investments. Using decision making criteria based around efficiency and risk/reward, he has grown this portfolio to just over $20 million.

Kevin will unpack this journey and the fundamentals of investing, finances, buying properties, underwriting, and more. These are ideas that have been around since the start of currency in the world. This classic approach to investments have built wealth for generations for thousands of years.

That's a good summary. I plan to just unpack the story, details, and sacrifices/tradeoffs. Wrapping in decisions made along the way, principles, and lenses if someone wants to continue towards their financial goals.

As an aside, my goal is to translate to ideas that worked to get to this point. It's not about me, it's about the ideas. It just happens to be me in this showcase.

WiscoREIA's Eau Claire Meeting Always Meets on the 2nd Tuesday of the month from 7:00 pm - 9:00 pm!

Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!

Meeting Location:

River Jams

2940 109th St

Chippewa Falls, WI 54729

Please enjoy food, drinks, and TIP YOUR SERVERS!

6:30 pm - 7:00 pm - Doors open early for Networking

7:00 pm - 9:00 pm - Speaker Presentation

You can stay after the meeting as well to network! Remember to bring your deals!

Members are always FREE! Your first meeting with WiscoREIA is FREE!

After your first meeting, Non-Members are $30.00.

***Make sure to pre-register - We are now Cashless***

Hosts: Shaun Tutor & Ryan Gray

Mastering Tax Planning: Protect Your Wealth and Your Deals!

In 2024, we're seeing a surge in IRS liens and garnishments, making effective tax planning more crucial than ever. The IRS is ramping up collections, and it's essential to navigate these waters with confidence. Here’s what Amy will cover:

1. Tax Planning, Not Paying: Focus on strategic tax planning to minimize your liabilities.
2. Ensuring Proper Tax Structures: Ensure you have the right entities in place.
3. Choose the Right Tax Preparers and Bookkeepers: Collaborate with experienced professionals who understand the intricacies of tax regulations.
4. Common Deductions People Miss: Don’t leave money on the table!
5. Dealing with Increased Collections: If you find yourself facing collection actions, know your rights.
6. What to Do If You Get a Notice from the IRS: Don’t panic!
7. Handling IRS Liens and Garnishments: If an IRS lien or garnishment threatens your business deals, act quickly.

The key to thriving in today’s tax landscape is knowledge and preparedness. Equip yourself with the right resources, and don’t face the IRS alone.

Speaker: Attorney Amy Farrow

Amy Farrow is an Attorney and real estate investor with over twenty-five years of experience. She has represented business owners, banks, and real estate professionals in litigation and transactional matters. Amy has also closed hundreds of real estate transactions, residential and commercial. She has bought and flipped more properties than she can remember, the very first in 1999.

Amy is a graduate of the University of Wisconsin, both undergraduate and law school. She began her practice of law at a small firm servicing Columbia, Sauk and Dane County. After a few years of practice, Amy joined the Department of Justice. She served as a Special Agent with the Federal Bureau of Investigation in Oklahoma City, OK. After five years, Amy returned to Wisconsin and resumed the practice of law serving southeastern Wisconsin.

In her spare time, Amy loves to relax with her four children and two silly dogs. She and her husband travel often and love to visit National Parks. Amy also runs in obstacle and adventure races several times a year, such as the Tough Mudder and the Spartan races. She is a commercial pilot and is currently looking to buy a plane for new adventures. Amy also sits on the board of a nonprofit that focuses on raising money for breast cancer survivors and their families.

WiscoREIA’s Kenosha Meeting Always Meets on the 2nd Tuesday of the Month from 6:30 pm to 8:30 pm!

Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!

Meeting Location:

The Tipsy Kiwi

6015 75th St

Kenosha, WI 53142

Please enjoy food, drinks, and TIP YOUR SERVERS!

6:30 pm - 7:00 pm - Doors open early for Networking

7:00 pm - 8:00 pm - Speaker Presentation

You can stay after the meeting as well to network! Remember to bring your deals!

Members are always FREE! Your first meeting with WiscoREIA is FREE!

After your first meeting, Non-Members are $30.00.

***Make sure to pre-register - We are now Cashless***

Hosts: Dan Yurkovich

Vision Plan - Goals - Mindset for 2025

Where do you see yourself 365 days from now? Do you have goals and a vision plan to intentionally create a roadmap for your future? What's your mindset for 2025?

This upcoming meeting holds significant importance for the coming year—This will be a launchpad for your success. Chris will share many of the same exercises that he follows every year to prepare himself for the coming year.

Discussion topics to include:

· Having a Vision Plan for your business and life

· Incorporating goals within the framework of your vision

· Setting the right mindset for 2025

· Exercise Example: Burning It Down!

We are excited to share valuable ideas in this meeting.

WiscoREIA's Madison Meeting Always Meets on the 2nd Monday of the month from 5:30 pm - 8:30 pm!

Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!

Meeting Location:

HQ (Headquarters Bar & Restaurant)

101 Concord Dr

Oregon, WI 53575

Please enjoy food, drinks, and TIP YOUR SERVERS!

Our Agenda:

5:30 pm - Check in at the reception desk, visit with your friends and colleagues, get settled in to start

6:00 pm - Welcome from Chris Hake

6:05 pm - Ken Collins - Creative Mastermind topic (group participation)

6:50 pm - Chris Hake - Intro WiscoREIA, Sponsors, Haves & Wants

7:15 pm - Networking breakout - (get to know other members & guest)

7:25 pm - Announcements

7:30 pm - Chris Hake - Spotlight speaker Intro

8:30 pm - Meeting adjourned, closing comments by Chris Hake

You can stay after the meeting as well to network! Remember to bring your deals!

Members are always FREE! Your first meeting with WiscoREIA is FREE!

After your first meeting, Non-Members are $30.00.

***Make sure to pre-register - We are now Cashless***

Hosts: Chris Hake & Ken Collins

How To Build A Business

The things we should consider ensuring we are protected but also elevate us to be successful. To tie this all together, I will talk about how confidence plays a key role in building a successful business.

Are you ready to take your real estate career to the next level? Join us for a comprehensive session that will equip you with the knowledge and tools to succeed.

Learn how to build a solid foundation for your real estate business, from crafting a comprehensive business plan to understanding legal structures and industry regulations.

Discover the power of networking, effective marketing strategies, and risk management techniques.

Most importantly, we’ll explore how cultivating confidence can propel your success. Whether you’re a seasoned investor or just starting out, this session will empower you to achieve your real estate goals.

Speaker: Liz Hoelzel

Liz Hoelzel is a dedicated mom, wife, and accomplished HR Business Partner based in Neenah, Wisconsin. With a career supporting teams across North America, Asia and Europe, Liz is passionate about empowering individuals and organizations to achieve success. She brings a dynamic approach to her work, combining her professional expertise with a deeply personal commitment to helping others thrive.

In addition to her HR career, Liz is a real estate investor and private money lender. Her entrepreneurial spirit and determination to create opportunities extend beyond her professional life, as she seeks to build meaningful connections and guide others toward financial and personal growth.

Liz’s journey is one of resilience and determination. Having lost both parents before the age of 30 and becoming a mom at just 20, she has faced significant challenges. However, these experiences have shaped her into a compassionate leader and mentor. She firmly believes that no matter the hardships one endures, there is always a choice to rise above and carve out a path to success.

Through her work and personal endeavors, Liz thrives on inspiring others to believe in their potential and to take charge of their futures. Her story is a testament to perseverance, strength, and the power of making intentional choices.

WiscoREIA’s Appleton Meeting Always Meets on the 2nd Wednesday of the Month from 6:30 pm - 9:00 pm!

Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!

Meeting Location:

Wilder's Cutting-Edge Bistro

2639 S Oneida St

Appleton, WI 54915

Please enjoy food, drinks, and TIP YOUR SERVERS!

6:00 pm - 7:00 pm - Doors open early for Networking

7:00 pm - 9:00 pm - Speaker Presentation

You can stay after the meeting as well to network! Remember to bring your deals!

Members are always FREE! Your first meeting with WiscoREIA is FREE!

After your first meeting, Non-Members are $30.00

***Make sure to pre-register - We are now Cashless***

Hosts: Jason Lund & Geoff Possley

Achieving Financial Independence by building and managing a local real estate portfolio!

Blaine has scaled and manages a near 300-unit portfolio with no partners that's all located within 10 miles of his house. He was able to achieve most of this while working a full time W2 job. Blaine is deliberate on how he has grown his portfolio by choosing properties that fit his buying profile.

Come learn tips, pitfalls, advice, and what you should consider before quitting your W2 job to focus on real estate from a seasoned business and real estate professional.

Here is what Blaine will go over:

• How to scale a real estate business.
• Why personal long-term goals matters and how they should drive your business.
• Fundamentals of business that can help you on your business journey.
• Playing the long game matters.
• Speed is important, but sticking to your principles matters more.
• The good, bad, and ugly: Is a real estate business what you really want?

Speaker: Blaine Ott

Blaine is a forward-thinking business professional. Throughout his career he has worked for companies ranging in size from boutique private equity to Fortune 500 in the printing and packaging markets.

Since 2005 Blaine has been involved in real estate in various forms. From 2005-2011 his business was driven by fixing and flipping residential properties from the MLS and sheriff sales. From 2011 to current the goal of his real estate business has been buy and hold growth through residential value add properties. His current portfolio consists of residential, retail, office, and industrial properties.

Blaine also has an Operations Management degree from UW Oshkosh as well as an MBA in Management from Concordia University.

WiscoREIA’s Green Bay Meeting Always Meets on the 1st Tuesday of the Month from 7:00 pm - 9:00 pm!

Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!

Meeting Location:

The Lyric Room at Stage 1

231 N Broadway

Green Bay, WI 54303

Please enjoy food, drinks, and TIP YOUR SERVERS!

6:30 pm - 7:00 pm - Doors open early for Networking

7:00 pm - 9:00 pm - Speaker Presentation

You can stay after the meeting as well to network! Remember to bring your deals!

Members are always FREE! Your first meeting with WiscoREIA is FREE!

After your first meeting, Non-Members are $30.00.

***Make sure to pre-register - We are now Cashless***

Hosts: Joe Gracyalny & Mike Martell

Acquiring Real Estate "Subject To"

The presentation will go through the ins and outs of acquiring real estate subject to a seller's existing loans. The specific topics that will be discussed include:

• Legalities of acquiring property subject to existing loans.
• Understanding the due on sale clause.
• Understanding how certain loan types impact subject to transactions.
• Required disclosures for subject to acquisitions and dispositions.
• Reviewing the three main structures for subject-to-transactions.
• Going over the documents required for each subject to transaction structure.
• Setting up insurance on subject to transactions.

Speaker: Sean St. Clair

Sean St. Clair is a partner at the law firm of Fowler St. Clair, PLLC with offices in Scottsdale, Arizona, Casa Grande, Arizona, Alpharetta, Georgia and Sheboygan, Wisconsin.

Sean is licensed to practice law in Arizona and Wisconsin and has developed a niche of representing real estate investors in their transactions and business ventures. Sean co-hosts the weekly podcasts titled "In Rem: The Law for Real Estate Investors" and the "Creative Finance Collective."

Sean is also the founder and CEO of Missional Law, a 501(C)(3) non-profit, that works in Malawi, Africa to protect the human rights of those falsely imprisoned and to educate local villages on the issues of child marriage and violence against women.

WiscoREIA’s Milwaukee Meeting Always Meets on the 1st Tuesday of the Month from 6:30 pm - 9:00 pm!

Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!

Meeting Location:

The Deco

7140 W Greenfield Ave

West Allis, WI 53214

(Free ample parking behind the building)

Please enjoy food, drinks, and TIP YOUR SERVERS!

6:30 pm - 7:00 pm - Doors open early for Networking

7:00 pm - 8:30 pm - Speaker Presentation

You can stay after the meeting as well to network! Remember to bring your deals!

Members are always FREE! Your first meeting with WiscoREIA is FREE!

After your first meeting, Non-Members are $30.00.

***Make sure to pre-register - We are now Cashless***

Hosts: Amy Farrow & Jesse Garcia

Landlord Tenant Laws, "Keeping out of trouble!"

Amy will discuss how Wisconsin's landlord tenant laws have dramatically changed, what you can and cannot put in leases, the importance of revising old leases now and how to comply with changes rapidly occurring in Wisconsin. Amy will discuss sample provisions and common errors. She will answer questions and help landlords work through common scenarios.

Speaker & Host: Amy Farrow, Esq

Amy Farrow is an Attorney and real estate investor with over twenty-five years of experience. She has represented business owners, banks, and real estate professionals in litigation and transactional matters. Amy has also closed hundreds of real estate transactions, residential and commercial. She has bought and flipped more properties than she can remember, the very first in 1999.

Amy is a graduate of the University of Wisconsin, both undergraduate and law school. She began her practice of law at a small firm servicing Columbia, Sauk and Dane County. After a few years of practice, Amy joined the Department of Justice. She served as a Special Agent with the Federal Bureau of Investigation in Oklahoma City, OK. After five years, Amy returned to Wisconsin and resumed the practice of law serving southeastern Wisconsin.

In her spare time, Amy loves to relax with her four children and two silly dogs. She and her husband travel often and love to visit National Parks. Amy also runs in obstacle and adventure races several times a year, such as the Tough Mudder and the Spartan races. She is a commercial pilot and is currently looking to buy a plane for new adventures. Amy also sits on the board of a nonprofit that focuses on raising money for breast cancer survivors and their families.

WiscoREIA’s Milwaukee Meeting Will Meet on the 1st Tuesday of the Month from 6:30 pm - 9:00 pm!

Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!

Meeting Location:

The Deco

7140 W Greenfield Ave

West Allis, WI 53214

(Free ample parking behind the building)

Please enjoy food, drinks, and TIP YOUR SERVERS!

6:30 pm - 7:00 pm - Doors open early for Networking

7:00 pm - 8:30 pm - Speaker Presentation

You can stay after the meeting as well to network! Remember to bring your deals!

Members are always FREE! Your first meeting with WiscoREIA is FREE!

After your first meeting, Non-Members are $30.00

***Make sure to pre-register - We are now Cashless***

https://wiscoreia.com/event-5919000

Hosts: Amy Farrow & Jesse Garcia

Mequon will have their 1st meeting on Wednesday, October 30th!

Join Chris at our NEW meeting location as he gets into the weeds of how he bought, stabilized, managed and grew his first self-storage facility.

In this meeting, you will learn:

• How he found it (68-units with 2.5 acres extra)
• Analyzing the numbers (original underwriting)
• Financing sources (private lender & bank à equity partner)
• Property management (old school to virtual)
• New construction of 108-Units (vision, plans, permitting, construction and being the GC)
• Why the right team and systems are CRITICAL

This meeting is perfect for anyone who wants to get a peek behind the curtain and is interested in self-storage as a strategy. Whether you're a beginner or an experienced investor, you'll walk away with nuggets and insights that will help you take the next step.

Speaker: Chris Hake

Chris is the visionary and investor coach of the Master Investor Academy and Madison Real Estate Investors Association (REIA). Chris has decades of real estate investing experience and has seen (and smelled) more distressed properties than he cares to admit. He now applies that knowledge in the mentoring and education of his Coaching students that are actively engaged in rehabbing, wholesaling, and holding of properties all over South Central Wisconsin.

Chris has been a Madisonian for over 45 years and investing in the Madison real estate market for over 26 years. Since doing his first house hack in 1994, he has been involved with 100’s of house flips, 100’s of rentals, raised over 10 million dollars to fund those deals and had 1000’s of students come through his local training and coaching programs. Chris has a PhD & Master’s Degree in the school of hard knocks

Between 2006-2010 Chris taught the Real Estate Investing course at Madison Area Technical College, which saw 100’s of students come through his classes.

Between speaking engagements and mentoring other investors, Chris oversees the daily operations of his investing business, Madison Property Group, that rehabs, wholesales and wholetails properties, and holds properties for his investment portfolio.

In July 2012, Chris founded The Madison REIA and in July 2021 merged his REIA with WiscoREIA bringing the combined membership to over 650 with 8 locations!

On a personal note, Chris and his wife, Suzanna, have three children, Tyler, Tanner and Trelan. He also has two dogs, Kona and Hemi. Chris loves classic muscle cars (Corvettes), all outdoor sports, especially golf, and fishing. As a husband, father, businessman, and real estate investor, Chris holds true to his core values and living his Life and Business Vision plan.

His personal and business motto is, “People before profits.”

WiscoREIA’s Mequon Meeting Will Meet on the 3rd Wednesday of the Month beginning November from 6:00 pm - 8:30 pm!

Meeting Location:

Foxtown Brewing

6411 W Mequon Rd

Mequon, WI 53092

Please enjoy food, drinks, and TIP YOUR SERVERS!

6:00 pm - 6:30 pm - Check-in

6:30 pm - 8:00 pm - Speaker Presentation

You can stay after the meeting as well to network! Remember to bring your deals!

Members are always FREE! Your first meeting with WiscoREIA is FREE!

After your first meeting, Non-Members are $30.00.

***Make sure to pre-register - We are now Cashless***

https://wiscoreia.com/event-5881753

Hosts: Kyle Kaufman & Joel Pipkorn

Beyond the Hype: AI's True Potential for REI BlackBook Users

Join us for a session where Damon will dive into transformative topics that could reshape your future. Whether you're looking to revolutionize your business or gain insights into cutting-edge trends.

Get ready to explore:

· Conquer the Chaos and Live the Life You’ve Always Wanted

· Build a Predictable Business with REI BlackBook

· Learn why what you've been told about AI is only half the story

· The Future of REI BlackBook: Rebuilt, Revitalized

Speaker: Damon Remy

WiscoREIA’s Sheboygan Meeting Always Meets on the 4th Wednesday of the Month from 6:30 pm to 9:00 pm!

Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!

Please enjoy food, drinks, and TIP YOUR SERVERS!

6:00 pm - 7:00 pm - Doors open early for Networking

7:00 pm - 9:00 pm - Speaker Presentation

You can stay after the meeting as well to network! Remember to bring your deals!

Members are always FREE! Your First meeting with WiscoREIA is FREE!

After your first meeting, Non-Members are $30.00.

***Make sure to pre-register - We are now Cashless***

Hosts: Geoff Possley and Chris Wolfert