Past Summits
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!