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celebrating 10 years in business

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looking Back 

2020

A slam-packed inaugural event with speakers such as Bill Exeter, Jake & Gino, Dan Handford, Bill Smith, Leonard Raskin, CFP, and more!

A Glimpse at the Topics: Maximizing Rental Losses, Real Estate Syndication Structuring, Tax Efficient Exit Strategies, Tangible Property Regulations, An Overview of Cost Segregation Studies, Demystifying the Drop-and-Swap 1031 Exchange, and Raising Capital Effectively & Legally

2021 

A second year success with speakers such as J Scott, Nick and Elaine Stageberg, MD, Brandon Hall, CPA, Yonah Weiss, Thomas Castelli, CPA, Glenn Solomon, Ron Rohde, Matt Rappaport, and more!

A Glimpse at the Topics: The Power of Vertical Integration, Basics of Tax Deductions, Investing Using Self-Directed IRAs, Understanding Partnership Operating Agreements, Lease Agreements & Increasing NOI, Asset Protection for HNW, and Estate Planning Strategies

2022

Another year of growth with speakers such as Peter Kim, MD, Henry Washington, Brian Chou, Yonah Weiss, Glenn Solomon, Kim Lisa Taylor, and more!

A Glimpse at the Topics: 5 Things to Be Aware of Before Investing in Real Estate, The Real Estate Professional Status, Real Estate Ownership Structures and Considerations, Boost Depreciation Expenses with Cost Segregation Studies, Estate Planning, Tax Issues for Limited Partners & Passive Investors, and more!

2024

The first year we introduced Wealth to the summit with incredible speakers such as Peter Kim, Kathy Fettke, James Svetec, Whitney Elkins-Hutten, and more. 

A Glimpse at the Topics: Investing in Syndications: A Strategic Roadmap & Lessons Learned, How the 1% Use the Tax Code to Build “Tax-Free” Wealth, The Power of LLCs: Key Strategies Every Real Estate Investor Must Know, Estate Planning Essentials for Real Estate Investors, and more.

2025

The fifth year providing free (and priceless) value with incredible speakers such as J Scott, Gino Barbaro, Henry Washington, Barrett Linburg, Whitney Elkins-Hutten, and more. 

A Glimpse at the Topics: Investing in Syndications: Real Estate Market Forecast & Strategy, Entity Structuring for Real Estate Investors, The Top Legal Mistakes Investors Make, Mastering the Art of Finding & Funding Deals, and more.

The real estate event you've been waiting for, designed to help you reduce tax, protect your assets, and build wealth.

Brian Eastman

Snr. Advisor, Safeguard Advisors

Kim Lisa Taylor, Esq.

Q&A

Who is the summit for? 

This event is for real estate owners and partnerships.

How will I benefit by attending?

The strategies revealed at the Summit are designed to safeguard your capital and set you on a clear path to building enduring generational wealth through real estate investing

Where can I find the event schedule?

As the Summit gets closer, the event schedule will be released.

Is travel required? 

Travel is not required. This virtual event will be hosted on Zoom. Join us from your living room, your back porch, or your favorite coffee shop. This Summit can be climbed from the comfort of your own home. 

Are there opportunities for networking and collaboration?

Of course! The 2026 Hall CPA Summit will introduce you to experienced real estate investors and industry experts as well as their resources. 

How many people will attend?

We anticipate between 500-1,000+ attendees!

FULL Speaker LINEUP COMING SOON

Featuring Brandon Hall, Kathy Fettke, Rob Abasolo, & More.

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