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San Jose Chapter Seminar 08.22.18
Wednesday, August 22, 2018, 6:00 PM - 9:00 PM PDT
Category: Chapter Meetings

How the New Tax Cut and Jobs Act Will Impact Real Estate Owners &
How Can You Utilize the IRS Code 7702(a) With 2018 Tax Law?
San Jose Chapter Seminar


Wednesday, August 22, 2018
6:00 PM to 9:00 PM


Biltmore Hotel 

2151 Laurelwood Road
Santa Clara CA, 95054


6:00-7:00 PM
How the new “Tax Cuts and Jobs Act” will impact Real Estate owners.

1. Cost Recovery
 A. Benefits associated with using cost recovery method.
2. 100% Bonus Depreciation
 A. Discuss this new powerful tool created in the new tax law changes.
 B. View & discuss spread sheet examples of this depreciation in action.
3. “Qualified Opportunity Zones” in California
 A. Review the “incentives” associated for building in these zones.

Presenter: Brett Hansen, MBA

As the Vice President of Business Development for Cost Segregation Authority, Brett oversees all sales and marketing efforts across the country and plays a key role in the strategic direction of the company. He has given hundreds of presentations on cost segregation to CPAs, Wealth Advisors and Real Estate groups of 5 to 500 and has a sincere passion for helping clients pay less taxes. Prior to Cost Segregation Authority, Brett brokered and developed commercial real estate for over 15 years with direct experience in retail, multifamily, and senior living facilities. His expertise in commercial real estate development, investment strategies, and construction provides a unique and valuable resource for the firm. Brett earned his Masters degree in Business Administration at Brigham Young University and Bachelors degrees in Japanese and Business Management from the same.

CPE Information:

1 Hour Federal Update
1 Hour Federal Tax Law

CTEC: 1000-CE-4401
IRS:  18QC1-U-01027-18-I & 18QC1-T-01028-18-I

Knowledge Level: Advanced

How Can You Utilize the IRS Code 7702(a) With 2018 Tax Law?

Property requirements of IRC Section 7702 life insurance at all federal tax purpose, modifies endowment contract, distribution are subject to LIFO taxation , penalty, traditional tax benefits of life insurance, actuarial formulas, death benefit, cash surrender value, surrender charge, loan, reasonable termination dividends, or dividends accumulation, property taxes expense , premiums paid are all payments, forceouts, nontaxable withdrawals, amounts returned under and charges for non-qualified additional benefits.

Presenter: Victor Mojica, Tax Strategist for MA Advisors & CCIMs

Victor Mojica, has been in the financial services business for over 30 yrs. Licensed in Insurance, Securities, series 24,6, and 63. Registered principal and supervised over 1000 licensed agents through the US. Licensed in Real Estate and a Notary Public. Have met a lot of interesting people and have teamed up with some of the best tax strategist in the US. Main focus is to show clients on how to keep more money instead of paying it in taxes.

CPE Information:

2 Hour Federal Update
2 Hour Federal Tax Law

CTEC: 1000-CE-4402
IRS:  18QC1-U-01029-18-I & 18QC1-T-01030-18-I

Knowledge Level: Advanced


$40 Members
$50 Non-Members
Last Day to Cancel is
 August 20


Event Contact: Bob Searle
Contact Phone: 510-773-2658
Contact Email: [email protected]

Payment will be collected at the door.
Dinner included with registration fee.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

Contact: Event Contact: Bob Searle; 510-773-2658; [email protected]