Upcoming Events

February 6 (Tuesday)

2018 Tax Law 101 for Business Owners

The new tax law, which became effective on January 1, 2018, represents the biggest overhaul of the U.S. tax code in 30 years. Many of the provisions have a direct impact on business owners, who are in a unique position when it comes to tax and asset protection planning opportunities.

In this interactive Lunch and Learn session, we will use real life examples to explain:

  1. How the new tax law will affect business owners.
  2. The ABCs of asset protection – What? When? How?
  3. How to avoid the biggest mistakes when dealing with partners and investors.

 

Date: February 6, 2018 (Tuesday)

Time: 11:30AM – 1PM (with Q&A)

Location: Mountain View Chamber of Commerce, 580 Castro Street, Mountain View, CA 94041

Fee: No charge

Sponsored by: Mountain View Chamber of Commerce

Register here: http://chambermv.org/events/details/lunch-learn-2018-tax-law-101-for-business-owners-5077

February 10 (Saturday)

Smart Tax and Asset Protection Planning for Real Estate Investors

The new tax law, which became effective on January 1, 2018, represents the biggest overhaul of the U.S. tax code in 30 years. Many of the provisions affect real estate owners, who are in a unique position when it comes to tax and asset protection planning opportunities.

In this interactive Lunch and Learn session, we will use real life examples to explain:

  1. How to properly hold title to real estate.
  2. How the new tax law will affect homeowners and real estate investors.
  3. Advanced asset protection and estate planning strategies

 

Date: February 10, 2018 (Saturday)

Time: 11AM – 12:30PM (with Q&A)

Location: Mountain View Chamber of Commerce, 580 Castro Street, Mountain View, CA 94041

Sponsored by Adam Atito, CSR Real Estate Services and Jonathan Wong, Financial Advisor, Morgan Stanley

Register here: http://evite.me/a45mDRSJPf

March 20 (Tuesday)

Smart Tax and Asset Protection Planning for Real Estate Investors

 The new tax law, which became effective on January 1, 2018, represents the biggest overhaul of the U.S. tax code in 30 years. Many of the provisions affect real estate owners, who are in a unique position when it comes to tax and asset protection planning opportunities.  For people holding varies visas applying for financing, additional considerations should be taken into account depends on their visa status.

In this interactive session, we will use real life examples to discuss:

  1. How the new tax law will affect U.S. and foreign real estate investors.
  2. Estate and asset protection planning opportunities at-a-glance.
  3. Latest updates on financing for people holding varies visas.

 

Date: March 20, 2018 (Tuesday)

Time: 11AM – 2PM (with Q&A)

Location: 19400 Stevens Creek Blvd., Suite 100, Cupertino

Fee: $20 SILVAR & CRS members; $25 non-members

Sponsored by: Silicon Valley Association of Realtors

If you are not SILVAR member, please call 408-200-0100 to register.

Event info: https://www.silvar.org/userfiles/file/TaxLaws_EstatePlanning-March2018_Flyer.pdf