BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:5851a41cf6acdda103dfa331bfdb76f4164 CATEGORIES:In-Person Chapter Meetings SUMMARY:San Jose Chapter Seminar 08.22.18 DESCRIPTION:
We
dnesday, August 22, 2018
6:00 PM to 9:00 PM
Biltmore Hotel
2151 Laurelwood Road
Santa Clara
CA, 95054
1. Cost Recovery
A. Benefits associated with using cost recovery
method.
2. 100% Bonus Depreciation
A. Discuss this new powerf
ul tool created in the new tax law changes.
B. View & discuss sp
read sheet examples of this depreciation in action.
3. “Qualifi
ed Opportunity Zones” in California
A. Review the “incen
tives” associated for building in these zones.
As the Vice President of Business Development for Cost Segregation Authority, Brett oversees all sales and marketing efforts acro ss the country and plays a key role in the strategic direction of the compa ny. He has given hundreds of presentations on cost segregation to CPAs, Wea lth Advisors and Real Estate groups of 5 to 500 and has a sincere passion f or helping clients pay less taxes. Prior to Cost Segregation Authority, Bre tt brokered and developed commercial real estate for over 15 years with dir ect experience in retail, multifamily, and senior living facilities. His ex pertise in commercial real estate development, investment strategies, and c onstruction provides a unique and valuable resource for the firm. Brett ear ned his Masters degree in Business Administration at Brigham Young Universi ty and Bachelors degrees in Japanese and Business Management from the same.
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
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 su rrender value, surrender charge, loan, reasonable termination dividends, or dividends accumulation, property taxes expense , premiums paid are all pay ments, forceouts, nontaxable withdrawals, amounts returned under and charge s for non-qualified additional benefits.
Victor Mojica, has been in the financial services business for over 30 yrs. Licensed in Insurance, Se curities, series 24,6, and 63. Registered principal and supervised over 100 0 licensed agents through the US. Licensed in Real Estate and a Notary Publ ic. Have met a lot of interesting people and have teamed up with some of th e best tax strategist in the US. Main focus is to show clients on how to ke ep more money instead of paying it in taxes.
2 Hour Federal Update
2 Hour Federal Tax Law
CTEC: 1000-CE-4402
IRS: 18QC1-U-01029-18-I & 18QC
1-T-01030-18-I
Knowledge Level: Advanced
$40 Members
$50 Non-Members
Last Day to Cance
l is
August 20
Event Contact: Bob Searle
Contact Phone: 510-773-2658
Contact Email: bob@rgsearle.com
Payment will be collected at the
door.
Dinner included with registration fee.