All Forum Posts by: Jim Clark

Entities and Tax Planning in a Post-Tax Reform World

Peter was driven to practice in the field of tax law, because he wanted to stand at the intersection of life’s most important events and help clients navigate through them.

“Every day, I come to work and help people pay for a first home, plan for retirement, start a business, pay for a child’s education, and/or contribute to or even found a charitable organization. I’m grateful for both the opportunity and the responsibility.”

Peter earned both his Juris Doctorate and Master of Laws in Taxation from The University of Denver. He has successfully counseled clients through tax litigation, estate planning, business entity formation and asset protection. He also regularly speaks to business associations, investors and other attorneys on the complexities of tax law.

When he’s not at work, Peter enjoys spending time outside in beautiful Colorado, walking his dogs, hiking with his wife and taking photographs.

5:45 Networking

6:30 Announements, "Haves and Wants" (Members only)

7:00 Program

8:30 End of program, networking time

As always, monthly meetings are FREE to ICOR Members and First Time Guests.  Returning guests are $25.

Hey, pay close attention to the TEMPORARY location change.  We are at the Chilson Recreation Center in Loveland this month!  See you there!

PLEASE NOTE THE TEMPORARY LOCATION!

The Silver Tsunami of Seniors is here and Assisted Living Facilities or ALFs is THE hot topic in Colorado right now.

Come and Learn How to Turn a Single Family Home into a Monthly $5,000-$15,000 Cash Flow!

(NOTE: TEMPORARY LOCATION CHANGE)

At our monthly meeting Gene Guarino, Founder of the Residential Assisted Living Academy, with share with you what you need to know about this incredibly lucrative niche in Business and Real Estate. Gene owns and operates RAL homes and he has students all across the country that are doing it too.

Come and hear Gene live and you will learn how to

- Generate mega-cash flow from a Single Family Home

- Get twice the market rent with long-term, low-impact tenants

- Get a secure ROI regardless of market cycles and fluctuations

With 77,000,000 baby boomers, this is an unstoppable tsunami of opportunity for you and your portfolio.

Here are the facts:

• - 10,000 people a DAY are turning 65
• - 4,000 people a DAY are turning 85
• - 70% of these people will need assisted living accommodations for an average of 3.5 years.

Many seniors are currently paying between $3,000-$10,000 a month for housing and care that, It could be you that collects that money.

"You are going to get involved in senior housing one way or the other. You will either own the real estate, operate the business or both. Or you or a family member will be living in a home and writing a check to someone that does. Right now, exactly how you get involved is a choice". Gene Guarino, Founder, RAL Academy

As always, free to ICOR Members and First TIme Guests, $25 Non-Members and Returning Guests

5:45 Networking

6:30 Announcements, "Haves and Wants" (Members Only)

7:00 Program

8:30 More Networking - When Deals Get Done!

The Silver Tsunami of Seniors is here and Assisted Living Facilities or ALFs is THE hot topic in Colorado right now.

Come and Learn How to Turn a Single Family Home into a Monthly $5,000-$15,000 Cash Flow!

At our monthly meeting Gene Guarino, Founder of the Residential Assisted Living Academy, with share with you what you need to know about this incredibly lucrative niche in Business and Real Estate. Gene owns and operates RAL homes and he has students all across the country that are doing it too.

Come and hear Gene live and you will learn how to

- Generate mega-cash flow from a Single Family Home

- Get twice the market rent with long-term, low-impact tenants

- Get a secure ROI regardless of market cycles and fluctuations

With 77,000,000 baby boomers, this is an unstoppable tsunami of opportunity for you and your portfolio.

Here are the facts:

• - 10,000 people a DAY are turning 65
• - 4,000 people a DAY are turning 85
• - 70% of these people will need assisted living accommodations for an average of 3.5 years.

Many seniors are currently paying between $3,000-$10,000 a month for housing and care that, It could be you that collects that money.

"You are going to get involved in senior housing one way or the other. You will either own the real estate, operate the business or both. Or you or a family member will be living in a home and writing a check to someone that does. Right now, exactly how you get involved is a choice". Gene Guarino, Founder, RAL Academy

As always, free to ICOR Members and First TIme Guests, $25 Non-Members and Returning Guests

5:45 Networking

6:30 Announcements, "Haves and Wants" (Members Only)

7:00 Program

8:30 More Networking - When Deals Get Done!

The Silver Tsunami of Seniors is here and Assisted Living Facilities or ALFs is THE hot topic in Colorado right now.

Come and Learn How to Turn a Single Family Home into a Monthly $5,000-$15,000 Cash Flow!

At our monthly meeting Gene Guarino, Founder of the Residential Assisted Living Academy, with share with you what you need to know about this incredibly lucrative niche in Business and Real Estate. Gene owns and operates RAL homes and he has students all across the country that are doing it too.

Come and hear Gene live and you will learn how to

- Generate mega-cash flow from a Single Family Home

- Get twice the market rent with long-term, low-impact tenants

- Get a secure ROI regardless of market cycles and fluctuations

With 77,000,000 baby boomers, this is an unstoppable tsunami of opportunity for you and your portfolio.

Here are the facts:

• - 10,000 people a DAY are turning 65
• - 4,000 people a DAY are turning 85
• - 70% of these people will need assisted living accommodations for an average of 3.5 years.

Many seniors are currently paying between $3,000-$10,000 a month for housing and care that, It could be you that collects that money.

"You are going to get involved in senior housing one way or the other. You will either own the real estate, operate the business or both. Or you or a family member will be living in a home and writing a check to someone that does. Right now, exactly how you get involved is a choice". Gene Guarino, Founder, RAL Academy

As always, free to ICOR Members and First TIme Guests, $25 Non-Members and Returning Guests

5:45 Networking

6:30 Announcements, "Haves and Wants" (Members Only)

7:00 Program

8:30 More Networking - When Deals Get Done!

Looking to BRRRR in Birmingham out of a Self-Directed IRA (Non-Recourse Loans). Any suggestions on non-recourse lenders that would be able to help with this strategy in the cash out refinance? Loan amounts will probably be small, depending on LTV. Thanks!

Learn the ins and outs of financing your deals with the pros that work with investors.

Should I go to a bank? How much can I borrow? How does Hard Money work, and what is the best way to use it? Can I do a cash-out refinance on my properties?

Learn about the loan products that are available to you as investors. This workshop will cover all forms of lending available to investors, including conventional loans, hard money, and the myriad of products and solutions to fit your investing.

Your speakers represent Hard Money, Conventional and Non-Conventional Loans and Bank Financing.

8:30 Registration and coffee

9:00 Hard Money Lending with David Nielson, of Boomerang Capital Partners

10:15 Break

10:30 Joe Massey of Castle and Cooke Mortgage, the products that are available in the market

12:00 Bank Financing with non-QM Products, Mike Shaw, ANB Bank

1:00 Wrap up

Come prepared with your deals and questions!

$89 ICOR Members/$129 Members after May 24

More info and registration here

@Joe Walker Sent you a Colleague request very interested in the lenders you mentioned.

Investing Through a Self-Directed IRA with New Direction Trust

There are many advantages to investing through a Self-Directed IRA. But there are also legal and accounting issues to be aware of. Significant tax savings can result, but only if done properly.

Join ICOR as we present Clay Malcolm, Chief Development Officer for New Direction Trust. Clay oversees most avenues of marketing, teaches Continuing Professional Education and informal classes and webinars, and facilitates the training of our business development and client relations teams. Clay has more than 20 years of management experience in various roles, including as the vice president of Jersey Films and as a director for Princeton Review. Clay draws upon his teaching background – including instructor roles with Colorado Outdoor Training Initiative and Ivy West Education – to develop the educational aspects of New Direction IRA and impart knowledge about self-directed IRAs to its clients and prospective clients. Clay received his Bachelor of Science degree in Communications from Northwestern University.

This is a free event for members & first time guests. Subsequent meetings are $25 per individual.

Agenda:

5:45pm - Registration opens

6:30pm - Sharing Success / Haves & Wants

7:00pm - Main Meeting

8:30pm - End of Main Meeting

All the best and see you there!

The ICOR Team

Investing through a Self-Directed IRA with New Direction Trust

There are many advantages to investing through a Self-Directed IRA. But there are also legal and accounting issues to be aware of. Significant tax savings can result, but only if done properly.

Join ICOR as we present Clay Malcolm, Chief Development Officer for New Direction Trust. Clay oversees most avenues of marketing, teaches Continuing Professional Education and informal classes and webinars, and facilitates the training of our business development and client relations teams. Clay has more than 20 years of management experience in various roles, including as the vice president of Jersey Films and as a director for Princeton Review. Clay draws upon his teaching background – including instructor roles with Colorado Outdoor Training Initiative and Ivy West Education – to develop the educational aspects of New Direction IRA and impart knowledge about self-directed IRAs to its clients and prospective clients. Clay received his Bachelor of Science degree in Communications from Northwestern University.

This is a free event for members & first time guests. Subsequent meetings are $25 per individual.

Agenda:

5:45pm - Registration opens

6:30pm - Sharing Success / Haves & Wants

7:00pm - Main Meeting

8:30pm - End of Main Meeting

All the best and see you there!

The ICOR Team