Reverse Mortgages and ADUs
Greater Long Beach Chapter In-Person Meeting

Date/Time:

Wednesday, June 24, 2026
6:00 PM Registration/ Dinner
7:00 PM Presentation

Location:

The "Grand Events Center" Long Beach
The Catalina Room
4101 E Willow St
Long Beach, CA 90815

Topic: 

The Expensive Real Estate, Tax & Financing Mistakes that cost clients money in 2026

Practical strategies, Tax Traps & Real-World Planning for Tax Professionals

Why you should attend:
Protect clients from expensive mistakes
Identify hidden planning opportunities
Reduce liability & improve client outcomes
Better advise real estate & investor clients
Learn practical financing strategies tax pros rarely hear

Presenter(s):

Mario Vargas
Mario A. Vargas is a mortgage, real estate, and financial strategist with over 40 years of experience helping tax professionals, business owners, investors, retirees, and self-employed clients navigate the often-overlooked intersection between tax planning, real estate ownership, financing. As CEO & Broker of Loanplex Mortgage, Mario specializes in helping professionals and their clients avoid costly mistakes, identify planning opportunities, and solve complex real-world scenarios involving real estate and financing.His presentations are designed specifically to provide practical, immediately usable strategies for tax preparers, CRTPs, EAs, and CPAs—with a focus on reducing client risk, improving outcomes, and helping professionals better advise clients facing major real estate and financial decisions.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02297-26-I
CTEC: 1000-CE-05784

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by June 21, 2026
Registration Fee (Member): $60
Registration Fee (Non-Member): $90

Cost if registered after June 21, 2026
Registration Fee (Member): $70
Registration Fee (Non-Member): $100

To register for our Greater Long Beach Chapter Education Event, contact via call or text Maggie Flores (562)230-0381 or Shoba Bajaj (562)441-6724 or email us at: [email protected]. Should you wish a nonmeat dinner, please mention this at the time that your registration is made.

Cancellation and Refund Policy: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

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.