When: Thursday, October 3rd 2019 Check-in: 6:30pm Seminar: 7:00pm – 8:30pm Now that your estate plan is completed, avoid the top pitfalls. We will provide an overview of the often-forgotten risks to estate planning including legal hurdles, undue influence, capacity issues and tax implications During this presentation, the following roadmap will be covered in detail: Do…
Read More
Tax News & Updates
Stay up to date with the latest tax changes, sign up for upcoming tax seminars in Glendale CA, and more!
How to Buy Investment Property
When: Tuesday, September 17th 2019 Check-in: 6:30pm Seminar: 7:00pm – 8:30pm Our premier presentation that includes an entire overview of real estate investing from A-Z. This is the most comprehensive 2-hour presentation on real estate investing on the planet. In fact, countless attendees have said, “I learned more here in 2 hours than I have in…
Read More
What California Business Owners Need to Know About CalSavers!
When: Tuesday, August 20th 2019 Check-in: 6:30pm Seminar: 7:00pm – 8:30pm The CalSavers program officially opened July 1, 2019. This program applies to all California business owners with 5 or more employees. Don’t miss this presentation as we will cover the effects of CalSavers to the Employer and Employee. Learn if CalSavers is right for you…
Read More
Goldman Sachs: Market & Economic Perspectives
When: Wednesday, July 24th 2019 Check-in: 6:30pm Seminar: 7:00pm – 8:00pm During this talk, we will discuss: – What is the chance of recession in the next 12 months? – What is the forecast for interest rates? – What impact does the Dollar’s strength have on investments? – December was a volatile month, will there be…
Read More
Utilizing DSTs in a 1031 Exchange: Learn how you can become an owner of commercial real estate
When: Wednesday, June 26th 2019 Check-in: 6:30pm Seminar: 7:00pm – 8:30pm Many property owners in Los Angeles are looking to leave their residential real estate business for good, to finally enjoy their lives without having to deal with calls from tenants or costly property maintenance repairs. But what about taxes? What options do they have now?…
Read More
The Private Lending Business Purpose Rule It’s Abuse and Misunderstandings.
When: Tuesday, June 18th 2019 Check-in: 6:30pm Seminar: 7:00pm – 8:30pm Private lenders often rely on the business purpose exemption from Dodd-Frank to make loans outside of the vast array of disclosures and limitations that are imposed on consumer financial transactions. Misunderstandings and abuses of the business purpose exemption can and with increasing frequency do lead…
Read More
Small Business Check-Up: Business Succession Planning
When: Tuesday, June 4th 2019 Check-in: 6:30pm Seminar: 7:00pm – 8:30pm If you are like most business owners, you spend the majority of your time working in your business instead of on your business. That means important planning issues can go unaddressed. This presentation is about creating a plan to provide for the structured, orderly transition…
Read More
Goldman Sachs: Market & Economic Perspectives
When: Thursday, May 16th 2019 Check-in: 6:30pm Seminar: 7:00pm – 8:00pm During this talk, we will discuss: – What is the chance of recession in the next 12 months? – What is the forecast for interest rates? – What impact does the Dollar’s strength have on investments? – December was a volatile month, will there be…
Read More
How the New Tax Changes Benefit Glendale Small Businesses
While we’ve previously discussed the ways the Trump Tax Plan has affected individuals, like how W2 employees can no longer deduct non-reimbursed business expense from their tax return or the ability for 1099 employees to fully deduct expenses against their self-employed revenue, we haven’t yet discussed the ways the new tax laws affect local small…
Read More
Expand Your Income Opportunities – Invest in Non-traded Corporate Debt for Monthly Income!
When: Wednesday, April 17th 2019 Check-in: 6:30pm Seminar: 7:00pm – 8:00pm Is your cash in the bank earning less than 1%? Corporate bonds offer the potential to earn better returns than cash and they can provide predictable income, capital preservation and portfolio diversification. During this talk, we will discuss: – Current annual interest rates range from…
Read More