Avoiding the 4 biggest tax mistakes, Trust & Estate planning for RE Investors

Please RSVP at http://goo.gl/yM7CNU

Join us on Thursday, January 30, 2014 from 6:30 PM to 9:30 PM PST

Location: The Grand Long Beach Event Center - 4101 East Willow Street, Long Beach, CA

Price: $15.00/per person

Topic:

Avoiding the 4 biggest tax mistakes, Trust & Estate planning for RE Investors:

· Understand the new tax increases under Obamacare

· Find out how to avoid paying the highest tax rate of 57%

· Learn key solutions to reduce taxes

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· Overview of basic estate planning

· Using estate planning to protect the assets you have acquired

· How planning now can save your heirs time, heartache, and money

Speakers:

Paula Clarkson, Merhab Robinson, Jackson & Clarkson, A Professional Corporation www.mrjclaw.com

Paula Clarkson is an estate planning attorney whose practice focuses on helping families enhance their lives today and secure their futures for tomorrow.Paula resolves the unique and individual needs of each of her clients in complex alternative and blended family structures as readily as those in traditional families. For families with minor children, all planning also includes a nomination of guardians to ensure that your children will always be cared for—even temporarily—by the people you choose and trust to take on this important role.Paula has been designated a Certified Specialist in Probate, Estate Planning and Trust Law by the California Board of Legal Specialization. She also has an LL.M. in Taxation which makes her very unique among estate planning attorneys.

Patricia Leung, Leung Tax Consulting, Inc. www.leungtax.com

Patricia Leung is an EA (Enrolled Agent) with a Master’s degree in Taxation and former “Big 5” CPA firm experience. Subsequent to the initial training at Ernst & Young’s real estate department, Pat was fund controller for a real estate investment firm that specializes in low-income housing tax credit properties, managing the accounting and tax for their syndicated funds, which comprised of 75 apartment complexes throughout 17 states. More recently, Pat was tax manager at the world’s 5th largest private equity firm that specializes in real estate, where they managed $40B in real estate assets and Pat oversaw over 2,000 foreign and domestic entities.Now, her focus is on helping entrepreneurs and real estate investors save taxes by implementing advanced strategies used by the big firms.

Agenda:

6:30 - Networking

7:00 - Introductions

7:15 - Presentation

9:15 - Networking

Price: $15

Please RSVP at http://goo.gl/yM7CNU