Bay Area Multifamily & More - December 2022

501 Hartz Avenue,Danville CA 94526

20 December, 2022

Description

### Welcome to the Bay Area Multifamily & More Real Estate Investing Club! Meet real estate investors looking to network, grow, learn and achieve their investing dreams! Our round-table discussion format encourages participatory discussion to help attendees gain the resources they need and continue their real estate investment journey. ◾ Many strong partnerships have been made because of this event- Investors traveled from all over the San Francisco East Bay to attend this event ◾ Investors have met sponsors and have been able to participate in deals as a result ◾ We continue to provide both education as well as opportunities for those interested in learning OR growing their portfolio. ### Who Should Attend? Real estate investors, developers, principals. Anyone interested in networking with others involved in real estate opportunities. Anyone new to real estate and looking for answers to their questions. ### Guest Speaker: Jerilyn Mallari Tax Advisor ### Topic: How to Save Thousands with a Tax Planner BEFORE the year is over ### About Jerilyn : During my undergraduate years, I prepared income taxes for individuals, corporations, trusts, estates, and as a Tax Preparer, Tax Firm Manager for CPAs and Large Corporate Tax Firms and eventually a business owner. In 2013, I purchased the family-owned NBT Mobile Services business based in Vallejo, CA, a firm focused on Notary Signing Agency and Individual Tax preparation. After affiliated and affirming my knowledge with many tax organizations from the East Coast, I started my second firm, Mallari Tax, LLC, with a focus on assisting companies with their Tax Accounting needs with Tax Planning and Bookkeeping Solutions. In 2018-2020 I have been invited to various organizations to educate the importance of Tax Planning. In 2020 we were the pioneers in our area to service Covid-19 Business Advisory Solutions to help save local businesses. The aftermath of the pandemic, along with a series of government acts have spiraled down to rapidly changing tax laws. I anticipate an increase in Tax Problems for both individual and business which is now our primary focus to solve clients Tax Problems and create a comprehensive Tax Plan for a Peace of Mind and future outlook of the business and individual financial future. Mallari Tax, LLC is a Tax Negotiation and Mediation firm that specializes in providing affordable solutions to businesses and individuals alike who find themselves at odds with the IRS. Our experienced staff will represent you in front of the IRS, allowing you to continue with your life. You will not have to speak with an IRS agent. Thereafter, we set up client with a comprehensive Tax Plan to never again have Tax Problems and optimize Tax Savings. Topics: - What is Tax Planning vs Tax Prep? - What is the difference between a CPA and EA? - Active/ GP vs Passive / LP Tax Advantages - Cost Segregation Pros and Cons and debunking Bonus Depreciation - Top 5 Tax Planning Tips to take advantage in 2022. - Tax Planning 2023 - FAQ- General FAQs-- if there is time. Join Our Facebook Group Bay Area Multifamily & More