Events

Stay updated on our upcoming events.

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This is your chance to learn how to buy and hold fully-renovated rental properties with tenants and local property management already in place, so you don't have to be the landlord or the rehabber or live near the property.

Hosted by Robert Hall & Associates, this live training will be led by Matt Bowles from Maverick Investor Group, who will walk you through:

1) Why residential investment property is a “multi-dimensional asset class”
2) How to identify “investor-advantaged” U.S. real estate markets
3) 4 reasons to buy “turn-key” rental properties
4) How to conduct due diligence on out-of-state properties
5) How to avoid the #1 mistake real estate investors are making right now

Please note: Robert Hall & Associates is hosting this event, but the presentation content will be delivered entirely by Maverick Investor Group.

A sweeping new tax law — known as “The Big Beautiful Bill” — has officially been signed into law, bringing with it 10 major changes that are set to reshape the tax landscape for individuals, families, and businesses alike. From expanded deductions to sunset clauses and planning strategies, and how they could affect your income, estate planning, and real estate investments.

Get an in-depth breakdown of the bill and expert insights where we’ll highlight what’s in the legislation, and also tackle real questions investors are asking right now.

Join Tony Watson, Tax Advisor at Robert Hall & Associates, as he unpacks how these updates will impact your portfolio, clients, and bottom line.

This webinar is hosted by Marshall Reddick, so you'll also hear Vince Tomich, their top Real Estate Advisor, discuss key investor questions. This is a must-attend session for those looking to stay ahead of the curve and make informed decisions before key provisions begin to phase out.

Big changes are here. “The Big Beautiful Bill” has officially been signed into law, introducing 10 sweeping updates that will reshape how you earn, invest, and plan. From expanded deductions to sunset clauses, Tax Advisor Tony Watson of Robert Hall & Associates will break down exactly what these changes mean for you — especially if you’re a real estate investor, agent, or business owner.

Additionally, the lending landscape is rapidly evolving. Daniel Arias, Senior Mortgage Banker at We Fund LA, will share critical updates on rising home costs, the FICO vs. Vantage Score debate, and what the future may hold for crypto-backed mortgages.

If you want to stay ahead in both tax and real estate strategy, this is your roadmap.Big changes are here. “The Big Beautiful Bill” has officially been signed into law, introducing 10 sweeping updates that will reshape how you earn, invest, and plan. From expanded deductions to sunset clauses, Tax Advisor Tony Watson of Robert Hall & Associates will break down exactly what these changes mean for you — especially if you’re a real estate investor, agent, or business owner.

Additionally, the lending landscape is rapidly evolving. Daniel Arias, Senior Mortgage Banker at We Fund LA, will share critical updates on rising home costs, the FICO vs. Vantage Score debate, and what the future may hold for crypto-backed mortgages.

If you want to stay ahead in both tax and real estate strategy, this is your roadmap.

Previous Events

In today's world of TikTok tax hacks and viral Instagram advice, misinformation spreads fast — but it can cost you even faster. Join Tony Watson, Tax Advisor at Robert Hall & Associates, for a hard-hitting webinar where we separate fact from fiction.

Tony will debunk the 5 most common tax myths circulating on social media — from vehicle write-offs to hiring your kids — and explain how to safely structure your tax strategy while staying fully compliant with the IRS.

If you're a small business owner or real estate investor, this webinar will empower you with the real rules, the real risks, and the real opportunities that trending influencers often get wrong.

Don’t risk an IRS audit by following bad advice. Learn what works, what doesn’t, and how to maximize your tax savings the right way.

Join us on June 26th for a powerful two-part webinar designed to equip real estate investors with both market intelligence and tax-saving strategies to thrive in today’s multifamily landscape.

First, get the data advantage with Jeffrey Isenberg, Investor Sales Agent & Multifamily Specialist at Buckingham Investments. Jeffrey will unpack the latest Q1 2025 data, comparing 2–4 unit vs. 5+ unit properties, and analyzing historical cap rates and GRMs to help you make smarter investment decisions. Learn which asset classes are shifting, which trends are emerging, and how to position your portfolio for success.

Then, unlock powerful tax strategies with Tony Watson, Tax Advisor at Robert Hall & Associates. From depreciation and 1031 exchanges to audit red flags and 2025 tax law changes, Tony will show you how to keep more of your income and avoid costly tax mistakes.

Whether you're actively investing or planning your next move, this webinar is your roadmap to maximizing return and minimizing risk in 2025 and beyond.

How and Why to Hire a Professional Property Manager

May 8, 2025 6:30 PM

Courtyard by Marriott Old Town Pasadena 180 N Fair Oaks Ave
Pasadena, CA 91103

We’re proud to co-host and introduce the outstanding team from Marshall Reddick Real Estate as they share valuable insights on maximizing rental property returns through professional property management.

Managing rental properties successfully requires more than just finding tenants — it takes strategic planning, proactive management, and the right professional support. During this information-packed seminar, the Marshall Reddick Real Estate team will cover how hiring the right property manager can significantly boost your ROI, minimize vacancies and maintenance issues, and protect your investment. Whether you already own rental property or are planning to, you’ll walk away with actionable tips on tenant screening, property management best practices, and how to find the best rental markets to maximize your returns.

Maximize your 2025 savings with a Solo 401k! We’ll dive into how to jailbreak your 401k, significantly reduce your tax liability, and create a tax-free income stream at retirement.

Checkbook-controlled plans, such as Solo 401k and Self-Directed IRAs, provide immense flexibility, but navigating IRS rules and staying compliant is critical. In this comprehensive session, you’ll discover how to take control of your retirement.

Don't miss out to hear from Brett Synicky, Solo 401k and Self-Directed IRA Consultant at Sense Financial Services.

The event will be introduced by Charles Averhart-Collins, who will welcome Robert Hall & Associates clients and set the stage for this enlightening discussion.

No one chooses to retire poor, or even with just the essentials to get by. Yet millions of Americans miss the opportunity to change the course of their financial future because they don't know their options. It's time to arm yourself with the facts!

Statistically, nearly half of all retirement account holdings are invested in mutual funds managed by professional investment advisors. Unfortunately, about 80% of all mutual funds historically have underperformed the stock market after accounting for the heavy fees charged by actively managed funds. For the small percentage of investors who manage to beat the odds and enjoy better-than-average growth in their investments, the IRS waits on the horizon to collect its chunk of the profits.

Remember, absolutely no one cares about your financial future as much as you do! Now is the time to take control and seek proven investments outside of the status quo offerings of professional asset managers that limit growth.

Join this webinar to hear from Brett Synicky, SD IRA / Solo 401k Consultant at Sense Financial Services LLC, to learn how you can be in control over your retirement account!

The event will be introduced by Charles Averhart-Collins, who will welcome Robert Hall & Associates clients and set the stage for this enlightening discussion.

Are you a real estate investor in Southern California looking to navigate the complexities of shared property ownership while maximizing returns? Are you ready to explore strategies that ensure your investments align with your family's long-term goals? Join us for an exclusive webinar featuring Will Tiao, Founder of Tiao Properties. This session will delve into the fundamentals and advanced strategies surrounding Tenants in Common (TIC) ownership. Gain valuable insights into managing shared property investments and learn how to minimize risks while maximizing rewards.

(This is a rescheduled event from January due to the LA wildfires)

Mark your calendar for February 11th and join us for an immersive virtual panel session featuring industry leaders at the forefront of real estate. Our diverse panel includes seasoned Tax Advisors, a Cost Segregation Specialist, a knowledgeable Lender/Mortgage Specialist, and a Landlord Advocate, all ready to share invaluable insights on how to thrive as a real estate investor.

Explore a spectrum of real estate investment strategies as our panelists tackle the intricacies of the market. From avoiding potential pitfalls and understanding tax consequences to uncovering investment opportunities, this virtual summit offers a comprehensive exploration of the real estate landscape.

Best of all, this knowledge-packed session is absolutely FREE to attend! Seize this golden opportunity to learn from industry experts and enhance your path to real estate success. Reserve your spot now and make 2025 the year you master the art of real estate!

A Virtual Panel Session How to be a Successful Real Estate Investor!

(CANCELED DUE TO LA WILDFIRES)

Jan 8, 2025 10:00 AM

Mark your calendar for January 8th and join us for an immersive virtual panel session featuring industry leaders at the forefront of real estate. Our diverse panel includes seasoned Tax Advisors, a Cost Segregation Specialist, a knowledgeable Lender/Mortgage Specialist, and a Landlord Advocate, all ready to share invaluable insights on how to thrive as a real estate investor.

Explore a spectrum of real estate investment strategies as our panelists tackle the intricacies of the market. From avoiding potential pitfalls and understanding tax consequences to uncovering investment opportunities, this virtual summit offers a comprehensive exploration of the real estate landscape.

Best of all, this knowledge-packed session is absolutely FREE to attend! Seize this golden opportunity to learn from industry experts and enhance your path to real estate success. Reserve your spot now and make 2025 the year you master the art of real estate!


Unlock the full potential of your retirement savings with our upcoming webinar, "Jailbreak Your IRA or 401K and Invest in Alternative Assets," with Dmitriy Fomichenko of Sense Financial Services LLC.

Ready to make the most of your mortgage and tax situation as we head into Q4 of 2024? Join us for a conversation with two seasoned experts who know these topics inside and out.

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