The 2016 Los Angeles
Real Estate Summit
ABOUT THIS EVENT
Robert Hall & Associates is proud to announce the 2016 Los Angeles Real Estate Summit, free to the public and presented at the Embassy Suites in Glendale. This event features educational seminars, investor panel discussions and networking opportunities. Ideal for realtors, brokers, buyers and flippers, pro and novice alike!
This is an event you don't want to miss!
ABOUT THE SPEAKERS
Founder, Robert Hall established the firm in 1971 and quickly developed one of the leading tax consulting firms in Los Angeles. He started preparing taxes out of his small apartment in Glendale and quickly generated enough business to open his first office, located on Verdugo Road. From there, he acquired the three story building on Glenoaks Boulevard where Robert Hall & Associates has been for the last 18 years. After four decades of tax knowledge and expertise, Robert Hall continues to provide his clients with professional accounting guidance. (www.roberthalltaxes.com)
Stephen E. Hall is the President Robert Hall & Associates, a tax consulting firm in Glendale, California. He is often a keynote speaker for a wide variety of industries throughout the state of California. Well-versed in purchasing and selling both residential and commercial properties, Stephen is particularly knowledgeable in all facets of the real estate industry. As an accountant, Stephen is current on all the new tax laws and codes, thereby making for a trusted advisor for tax planning and real estate techniques. (www.roberthalltaxes.com)
Bruce Norris is an active investor, hard money lender, and real estate educator with over 30 years of experience. Bruce has been involved in over 2,000 real estate transactions as a buyer, seller, builder, and money partner. Bruce is best known for his long-term market timing trends. Bruce speaks and debates nationally as well as hosts an award-winning real estate radio show where he interviews world-renowned economists, government leaders, association presidents, and local experts. (www.thenorrisgroup.com)
Tony Watson personally manages clients with over $50 million in real estate holdings and consults with over 30 property flipping companies. He has spoken for over 100 different trade organizations throughout the state of California. Tony is a federally licensed tax practitioner who can advise, represent, and prepare tax returns for individuals, partnerships, corporations and any other entity with tax-reporting requirements. (www.roberthalltaxes.com)
Robert Orfino is a third generation contractor and green building expert with over 20 years of experience in the field of green building design and construction. Robert is the COO of Alpine Green Solutions and Officer of Alpine Green Property Services (AGPS), whose construction team he leads. In his role at AGPS, Robert specializes in cost effective rehabs of properties for investors, banks, and home buyers. (www.alpinegreenps.com)
As CEO, Mr. Nelson is responsible for the direction of the company and oversees the web development--allowing our investors, regional reps, real estate advisors, contractors, and property managers to work in unison on every real estate, trust deed, and mortgage transaction. He began his real estate career at Marshall Reddick Real Estate at age 22, acquired his first investment property a year later, and many since. Mr. Nelson also has been a licensed California Real Estate Broker since 2009. (www.marshallreddick.com)
Founder of investCLUB for Women, a thriving real estate community in Southern California, established in 2007. Iris has been a full time real estate investor since 2003, flipping over 200 homes, while establishing a substantial rental portfolio. Her personal motto is “Have Fun, Make Money.” She is passionate about real estate and believes that anyone, with focus and determination, can enjoy the lifestyle that “big fat checks” afford from “flips,” while also enjoying the financial freedom from your passive income “holds.” (www.investCLUBforWomen.com)
Sharyl Silva is a Housing Finance Specialist in the Lender Services & Outreach unit for the California Housing Finance Agency’s Single Family Lending Division. She currently works with lenders, realtors, non-profit organizations, localities, private and public entities to network educate and promote affordable housing throughout the State of California. Sharyl has worked in the residential real estate lending industry for 13 years. She has worked for various mortgage lenders and has held positions in loan production, HMDA reporting, and community outreach. (www.calhfa.ca.gov)
Jasmine Willois has been a real estate investor - both as a landlord and a flipper - in a number of states since 2005. Currently she is the investor relations manager for American Home Recovery Fund based in Irvine, California, as well as the founder of the Note Assistance Program©. An active California Realtor, Jasmine’s companies focus on providing security and education to real estate investors - specifically those working with non-performing notes and self-directed IRAs. (www.noteassistanceprogram.com)
Bob Rometo is a founding member of Homevestors of America, the "We Buy Ugly Houses" company. 20 years ago, he was the initial Franchise in the network and today he operates an office in the LA market while coaching and mentoring franchises nationwide. (www.webuyuglyhouses.com)
As a team, we are known as the group that makes things happen, that gets the deal done. We are committed to serving income property investors and satisfying their unique needs in acquiring and selling investment properties throughout Los Angeles. We specialize in marketing and selling apartment buildings and commercial investment properties. We sell investment properties by creating value through strategy and a unique comprehensive 26-step marketing process. (www.kalachiangroup.com)
Robert “Rusty” Tweed is President and Founder of Tweed Financial Services, Inc., a full-service financial and estate planning firm located in San Marino, California. He is a past board member of the Real Estate Investment Securities Association (REISA) and in 1999, Rusty was selected Estate Planner of the Year by the National Association of Financial Planners and subsequently served on the professional associations Board of Advisors. He is a wealth management professional specializing in financial and retirement planning. Rusty also utilizes Advanced Tax Strategies by incorporating IRS Section 1031 tax advantaged like-kind exchanges. (www.tweedfinancial.com)
Belinda Savage may have developed her roots in the foundations of Wall Street, as an institutional bond trader, but she now has her focus on the leading growth sector, Alternative Assets for American investment portfolios, more specifically retirement accounts. Ms. Savage has extensive experience and expertise within the financial markets and alternative assets- RE, Private Equity/Debt, Intellectual Property- permitting her to network with a multiplicity of professionals and associations throughout the U.S. bringing the message “Invest Back in America.” (www.iraservicestrust.com)
Bill is a real estate and mortgage investments expert with over 30 years of experience. His clients rely on his business insight and industry knowledge to buy and sell properties and identify secured investment opportunities which generate a substantial monthly income. Bill Tan specializes in putting the tough real estate and note deals. His ability to think fast and creatively to develop effective strategies continually amazes clients and students alike. Tenacious, consistent, and professional, Bill brings his unparalleled market knowledge together with an extensive network of local, regional and national contacts.
Speakers: Bill Tan, Robert Hall, & Stephen Hall
Speaker: Melina Kalachian - Coldwell Banker
The Kalachian team will demonstrate a real-life analysis of how to double your
income without management, sharing different strategies with a focus geared
towards investor real estate interests.
10:00am - Power Talk: Raising Capital With Tax-Deferred Dollars for Real Estate Investing and Private Notes (20 minutes)
Speaker: Belinda Savage - IRA Services Trust Company
Learn how your retirement accounts can be posted into a true self-directed IRA,
where real estate, private notes, private stock offerings, and 22 asset sectors
can be generating greater ROI than the stock/ bond markets! And remain
Professional (50 minutes)
Speaker: Tony Watson - Robert Hall & Associates
Learn how to utilize entity structures, to protect, save, and keep money as a
self-employed real estate professional. Through proper tax structuring, a real
estate professional can reduce the potential for audit, protect their hard earned
income, and minimize tax liabilities at all levels of income.
Speaker: Robert Tweed - Tweed Financial Services
In this exciting seminar, learn what types of real estate can free the owner of
management and tenant problems, and if it’s right for you. Plus, tax-advantaged
1031 exchanges might be discontinued. Sell now or wait?
Speaker: Bob Rometo - We Buy Ugly Houses
Longtime coach and mentor, Bob Rometo, will be sharing how to buy more and
buy deeper, revealing his secrets of true success as a real estate investor.
Panelists: Stephen Hall, Iris Veneracion, Ross Nelson, and Robert Orfino
Moderated by Bill Tan
Join active investors who are succeeding in the real estate marketplace, from
in-state to out-of-state investing. During this exciting panel, these handpicked
investors will discuss what's working for them, how to get started, and how
to achieve your real estate goals. A great opportunity to get your
Jasmine will be discussing the security, exceptional returns, and truly passive
income opportunities that 1st position mortgage investing can bring to the
average person’s portfolio. Find out why note investing is the fastest growing
segment in the real estate investing arena, with opportunities to use SDIRAs,
HSAs, and ESAs!
Costs Assistance from CalHFA (20 minutes)
Speaker: Sharyl Silva - California Housing Finance Agency
CalHFA is a state agency with programs that help low to moderate income
families purchase a home. In this informative seminar, learn how they specialize
in down payment and closing costs assistance that can be layered together
so borrowers bring in little to no money down.
Speaker: Bruce Norris - The Norris Group
Bruce Norris shares critical insights into the California real estate market in
2016 for California real estate investors. He'll share reasons why investors
should stay put, sell, or 1031 exchange into other opportunities.