All Forum Posts by: Megan Krekorian

This is the Capital City Wealth Builder's monthly meeting.  We are the largest Real Estate Club in Sacramento, CA!

Beat The Taxman with Randy Roth & Stacy Sheetz

New and experienced professionals welcome!

Unfortunately, an IRS audits or legal action is the first time many investors learn that their entities, taxes, or self-directed IRAs are out of compliance. Which, at that point, is too late!

Even investors with formal structures, like LLCs and corporations don’t actually have the benefits they thought they had, because they failed to comply with the laws governing their choices.

If your real estate investments aren’t in compliance with the law, you won’t get the tax benefits and asset protection that you thought you were entitled to. Compliance is required and, in fact, is your proof and public disclosure as to the tax and legal structure under which you’re to be governed.

On Wednesday, February 16th, join us as Randy Roth will share his knowledge with you from years of experience as a tax and business advisor to investors. Randy will discuss how real estate investors and business owners can reduce taxes, increase fringe benefits, protect assets, and avoid common blunders that may derail your goals. Randy will show you how complying with the RULES provides many benefits and how NOT COMPLYING may be extremely costly.

We all love to make money but most of us hate giving our hard earned dollars to the ever present silent partner - the IRS. One way of (legally) avoiding most if not all of taxes will be to work your Real Estate Investments from inside your Self-Directed IRA.

Stacy Sheetz from Polycomp will cover the self-directed IRA rules when it comes to prohibited transactions and disqualified people. Even if you know about self-directed IRAs, do you know the 5 different ways a SDIRA can work for you? Stacy will share one of America's BEST KEPT SECRETS.

Whether you are straight out of a bootcamp or an experienced old-timer, don't get caught in 2016 with your pants down and assets exposed! It's easier to do things the correct way than it is to unravel an entity and tax mess. Don't waste another $800 LLC fee before you hear what Randy has to say. And let Stacey show you how creative you can get when it comes to using IRA money for your real estate deals.

About the Speakers:

Randy Roth, EA, MSFS

Randy Roth is a tax, estate & business consultant practicing in tax preparation and planning for individuals, businesses, estates, trusts and non-profit organizations in Sacramento. He advises in the formation of business entities and on-going compliance matters for LLCs and corporations, real estate holdings and non-profits.

In addition, Mr. Roth advises on tax strategies, asset protection, estate matters and compliance for business owners, real estate professionals and investors as well as providing advisory services to Trustees, Executors, and Administration attorneys. He is an owner and principal of Incompass Tax, Estate & Business Solutions, an Enrolled Agent and holds a Masters Degree with a specialization in Estate Planning and Taxation and has been in the tax business for thirty years.

Stacy Sheetz

Polycomp was founded in 1974, the same year as the Employee Retirement Income Security Act (ERISA) was enacted. Our founders’ vision was to provide the highest level of expertise in retirement plan design and compliance administration.

Polycomp’s approach is delivering personalized plan consultation and administrative services. Polycomp does not sell or recommend investments to our clients. Instead, we focus on our client’s objectives and collaborate with other experts in the fields of accounting, financial planning and investments. Our objective is to assure our clients that every opportunity is created to maximize the effectiveness and results of their plan and that they benefit from the most current knowledge and practices.

About this Meeting...

Sacramento Real Estate and Investment club Meetings follow the same general format each month:

6:30-7:30 pm: Come early for NETWORKING

7:30-9:30 pm: MAIN MEETING (including market updates, live investor profiles, a one-hour speaker presentation, and much more)

9:30 pm – On: Stay after for MORE NETWORKING

Location:

Sacramento Doubletree Hotel

2001 Point West Way, Sacramento, CA

$20 at the door

Anthony Chara is giving his 4-Day Apartment Investing Bootcamp in Sacramento starting February 11th, 2016. He’ll cover the advantages and disadvantages of Apartment/Commercial investing, locating deals, quick analysis, making offers, financing, Due-Diligence, negotiation techniques, and closing the deal. 

Other Bonus Topics include timing the RE market and/or Property Management. You’ll also learn from his successes and mistakes so you can go into your own deals with your eyes wide open.

Anthony has purchased many apartment complexes with little to no money down - he'll cover how he does this! http://www.sacramentorealestateclub.net/events/

Anthony Chara is the only the instructor in the industry that I’m aware of that offers a ‘Double Your Money Back Guarantee’!! If at the end of the 4-Day Boot Camp you don’t believe he gave you more than your money’s worth, He’ll give you DOUBLE your money back!!

Here’s a synopsis of some of the awesome information you’ll learn during this information packed 4-Day training:

Overview – Advantages and Disadvantages of Apartment/Commercial investing, differences between Apts. and SFH's, Key Terms investors need to understand and practice exercises to teach and reinforce key calculations everyone must know about Apts.

Locating – In addition to the usual places to find deals, you’ll learn the not so usual techniques I use to find deals that others don’t teach. I’ll show you over 16 places to find properties that you may not have known about before.Quick Analysis – You’ll learn how to analyze a property in 5-10 minutes, not 5-10 hours or 5-10 days.

Making an Offer – You’ll learn how to make an offer that will catch the Seller’s attention and how to package that offer for maximum effectiveness

Financing – You’ll learn current financing strategies such as; traditional 20-25% down programs as well as little to no money down techniques including Master Lease Options and Wrap Mortgages. Over 13 strategies in all.

Due-Diligence – You’ll spend hours learning what documents to ask for from the seller, how to analyze them to avoid getting screwed by the seller, along with how to properly inspect the actual property to make sure you’re not inheriting the seller’s problems.

Negotiations – Learn techniques and strategies to get what you need from Sellers with roll-play exercises right in the class.

Closing – You'll learn what to look for and expect at the closing table. The hard part should be done by the time you get here. Now is the time to make sure the details of the contract & loan have been followed so that the Deed and DOT or Mortgage are recorded correctly.

Other Bonus Topics – Depending on the current market situation and available time in the class, you’ll learn more about Timing The RE Market and/or Property Management. I even invite some of my students to come back to the event to teach you about their own deals. You’ll also learn from my successes and my mistakes so you go into your own deals with your eyes wide open.

*** ALSO*** take home a Home Study Course.

Two options:

(1) Hard Copy with 4-Day Bootcamp $1,295

(2) Digital Copy with 4-Day Bootcamp $1,095

Add a partner who can attend the Bootcamp for $399.

Reserve your spot now: http://www.sacramentorealestateclub.net/events/

Info & Tickets: http://www.sacramentorealestateclub.net/events/

Anthony Chara is back with a 1-Day Apartment investing workshop. A full day of learning how to analyze deals that students will be bringing to class.

Anthony will provide the tools and training to allow investors to look at potential projects.  The following items will also be covered:

• ‘Lingo’ You Need to Know
• Key Ratios Used in Analyzing Apartments
• Analyze the ‘Numbers’ on Real Complexes
• Bring your own deals to be analyzed ‘live’!!

Anthony will also have more examples on how he and his students have purchased apartment buildings with little to no money down (yes, it is possible). 

Info & Tickets: http://www.sacramentorealestateclub.net/events/

Thanks Anthony! I'm looking forward to the 1-Day workshop tomorrow. Sorry I missed the apartment tour today. I'll post that event in the forum as well.

@Steve Lehman we are looking for complexes in Indianapolis, please PM me if you have anything.

@Account Closed you'll have to ask @Anthony Chara I've messaged him through BP for you. Hopefully he will see the message soon. I'm sure they are not all in one location or one complex, but maybe they are.

Capital City Wealth Builder's, Sacramento's largest Real Estate Club is presenting: 

Anthony Chara: How to increase your Wealth exponentially with Apartments

Wouldn’t you like to know why some people find it easier to buy an Apartment Complex than a single family home? Find out how it is possible to purchase a 150 unit apartment complex with about $2000 out of pocket.

Why not take the same time, energy and money that you’re putting into buying a one unit property and buy a 10 unit property? A 20 unit property? A 50+ unit property?

Anthony Chara made the switch from SFH's to Multi-Family in 2004 when he received this same advice from one of his mentors.

Now, with over 1400 apartment units and counting, and a total asset value well in excess of $42MM ranging from 14 units in Oklahoma to 410 units in Indianapolis, Anthony has the experience to teach you how to buy both small and large apartment complexes to increase your wealth substantially.

Anthony’s motto, “Why buy 1 when you can buy 10!”

Don't get him wrong, he's not suggesting that investors stop buying SFH's. He just wants to provide you with another tool for your toolbox to help fill in some of the valleys that many investors experience in between finding their ‘next' SFH investment.

Anthony will also talk about his upcoming 1-Day 

The Speaker:

Anthony Chara is founder of $uccess Classes and President of Apartment Mentors LLC. Anthony's specialty as an international speaker and educator is teaching regular people how to successfully invest in Apartment Buildings.

About this Meeting...

Sacramento Real Estate and Investment club Meetings follow the same general format each month (3rd Wednesday of the month):

• 6:30-7:30 pm: Come early for NETWORKING
• 7:30-9:30 pm: MAIN MEETING (including market updates, live investor profiles, a one-hour speaker presentation, and much more)
• 9:30 pm – On: Stay after for MORE NETWORKING

See our Meetup Page: http://www.meetup.com/Sacramentos-Real-Estate-Club-Capital-City-Wealth-Builders/events/219819838/

Visit us on Facebook to: 

I have heard Jay talk at our REIAs a few times and have met him. I have spoken with him personally over the phone and he is very open and caring. I only had a couple questions when I called him and he spent over 45 minutes giving me free advice on strategies to use with my current holdings and how they would fit in with my goals. He gave me some excellent things to think about which allowed me to view my situation in different ways - truly priceless info that I could not get off of a forum. His main strategy is seller financing and going after properties that seller financing is almost a must on. It's unique to Jay, and I know several people who have attended his trainings and implemented them. I had signed up to go, but he had to cancel. They mailed me a check with a note that offered a free upgrade to one of the more intensive trainings. Unfortunately I could not make it so I just cashed my check. In my mind, this alone puts Jay head over heals above any other "guru." Keep in mind the guy is nearly 80! Some of those books were written quite a long time ago before BiggerPockets existed. 

Hi @Doug Smith, 

How do you get on the list as a Private Lender?

Thanks!

I've heard J. Massey speak before - definitely worth it! He has an inspirational story as well as a great approach for investing. He helped me refocus on what matters to me in my investing.