Sunday april 13th, 2025 - zoom meeting

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Mastering Real Estate Tax Strategies

with Lee R. Phillips

Mastering Real Estate Tax Strategies is a unique opportunity for real estate investors to up their real estate investment returns!

Lee Phillips is a  nationally recognized attorney expert in financial and estate planning.   He holds licenses in law, real estate and insurance. Lee will walk you through how to use real  estate as a tax shelter.  By using tax law, one investor took a 10.6%  return on a real estate investment and turned it into a 31.2% return –  That may be possible for you, too.

When  you really understand the taxation of real estate, you’ll have more  money and peace of mind.  You’ll know what to do to “create” the best  numbers possible to give to your tax preparer. It’s almost certain that  you aren’t using your real estate losses to help cut your “non-passive”  income tax burden.  Mastering Real Estate Tax Strategies gives you two ways to even your W2 income tax burden cut by owning real  estate. Even seasoned real estate investors are shocked by the money  they have missed. 

Don’t give the IRS another dime that’s rightfully yours.  Look at what you’ll get:

• More money
• Less stress
• Reduced risk of IRS audit
• A system to make real estate tax reporting fast and reduce the pain
• Protection of your real estate from lawsuits, financial downturns, and bad investments
• Your tax bill slashed
• A way to sell and acquire real estate without paying capital gains tax
• Super charged retirement savings
• Peace of mind
• An understanding of your real estate numbers
• A way to defer or even eliminate taxes on the sale of investment real estate
• Three ways to change the classification of improvements to repairs for get an immediate tax deduction
• A blueprint to use cost segregation along with bonus depreciation to accelerate tax benefits
• Higher returns on real estate investing

MEETING AGENDA

5:30PM - Informal Networking

• Informal Networking - open discussion and Q/A

6:00PM - Main Meeting

• Benefits & Updates - with Jane Garvey
• CCIA Announcements
• Brief Educational Segment 
• Have/Want and Property Presentation

6:45PM:  Main Presentation

• Lee R. Phillips

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