Thursday
August 14, 2008
IMPORTANT:
Please note the different Thursday evening date for this
month's meeting which is being held on the 2nd
Thursday of the month.
Speaker:
Steve Moskowitz, Attorney, CPA
TOPIC:
Winning
on your Taxes
Undoubtedly
you've heard Steve on the Bay area radio airwaves and seen
him on TV. His law firm specializes in taxation matters
and negotiation with the IRS. Visit with us this evening
and learn from his expertise about;
*
What Real Estate investors need to know about their investments
and taxes?
* What happens if you don't file or file truthfully
* Audit trigger issues and preparedness
* IRS penalties and defenses
* And so much more
About the Speaker:
Steve Moskowitz, is the Senior Partner in the Law Office
of Steven Moskowitz, LLP, located in San Francisco, California.
Steve Moskowitz, LLP, also represents clients with local,
national and International needs.
The
Steve Moskowitz tax law firm specializes in civil and criminal
business and individual tax law. For over thirty-five years,
Steve Moskowitz has successfully helped thousands of clients
with tax representation and resolving different types of
tax situations that can arise with the IRS or State. His
services include Criminal Tax Representation, Audit Representation,
Civil and Criminal Representation, Tax Planning, Current
and Delinquent Tax Returns, Tax Disputes, Money Laundering,
Tax Levy Release, Offshore Tax Shelter, Employment or Payroll
Taxes and International Tax Representation.
The
Steve Moskowitz tax law firm includes a professional staff
of attorneys, certified public accountants, paralegals and
administrative assistants.
Steve
Moskowitz has earned an advanced law degree specializing
in tax, in addition to the regular law degree. His degrees
all with Honors include an M.B.A. Specializing in Accounting
from New York University and a Bachelor Degree, Specialization
in Accounting from Drexel University. His licensing include,
State Bar of California and the State Bar of New York, Certified
Public Account-New York, United States Tax Court, Federal
Appeals Court, United States Supreme Court, Northern District
of California, Eastern District of California, Southern
District of California and Central District of California.
Steve
has published articles featured in a variety of publications
on the subject of Tax Law, How to Reduce your Taxes, Avoiding
Tax Return Preparation Penalties, Tax Aspects of Financial
Planning and Hong Kong Revenue Law to mention a few. He
has conducted seminars on such topics as Tax Aspects of
Financial Planning, Legal Liability of Certified Public
Accounts, and Tax Planning for Small Business, Tax Saving
Through Year-End tax planning and taxation of Individuals
and business.
Steve
Moskowitz media accomplishments include being the Fox TV
Legal Analyst for seven years, Talk Show Host for KNBR-San
Francisco and KGO and KSFO Talk Radio-San Francisco speaking
about legal and tax issues.
As a
tax attorney, Steve taught for ten years in Law School,
Graduate Tax School and University.
Thursday
September 18, 2008
Speaker:
Master Dealmaker; Peter Fortunato
TOPIC:
Real Estate Acquisition Techniques
In
what may represent one of the greatest buying opportunities
in ones lifetime to creatively acquire or control Real property
which will produce income, growth, and lifestyle for you and
your family for years to come - don't miss this opportunity
to listen and learn from the Master Dealmaker himself;
Peter Fortunato
Whether
you're just starting out or consider yourself a seasoned pro
you don't want to miss month's meeting and the follow up Saturday
and Sunday workshop.
Invite
a friend, associate, family member or loved one for a wonderful
evening out of education, discussion, and networking.
Pete
will outline his views about:
*
Capitalism and Freedom
*
The subjectivity about Value for property
*
What do you want?
Income, Growth, Tax Benefits, Amortization, Management, or
Use?
*
Why the statement; "I need Cash
" is often
a BIG lie
*
How to get started
*
Equity Financing and Equity Participation agreements
*
How to involve other investors, family and friends in your
investments
*
Why non institutional financing is far better than "off
the rack" financing
*
Dealing with Promises to Property
And
don't miss the exciting Peter Fortunato's exciting October
Workshop:
Taught
for First Time in over a Decade on the West Coast! - Don't
Miss this Opportunity to learn from the Master Dealmaker
Peter
Fortunato's Real Estate Acquisition Techniques Class
Peter
will present (2) two days of lecture and discussion, with
case studies, regarding the acquisition and control of Real
Property. Questions & Discussion are encouraged!
PRE
- REGISTER TODAY for the Upcoming BAWB sponsored
FULL DAY WORKSHOP - Saturday & Sunday October 11-12
For
more information on this fabulous workshop event please CLICK
HERE!
Thursday
October 16th 2008
Topic:
CONFESSIONS OF A REAL ESTATE ENTREPRENEUR
WHAT
IT TAKES TO WIN IN HIGH-STAKES
COMMERCIAL REAL ESTATE
SPEAKER:
Author, commercial Real Estate Attorney, Real Estate Broker
and investor;
James A. Randel
Everything
You Need to Know To Make It Big In Real Estate
Confessions
of a Real Estate Entrepreneur: What It Takes to Win in High-Stakes
Commercial Real Estate will be of great interest to anyone
interested in real estate or entrepreneuring. Full of real-world
wisdom from successful investor James Randel, this discussion
will be packed with detailed examples of real-life deals,
demonstrating strategies to help you avoid the mistakes that
Randel and other investors learned the hard way.
Randel
is NOT a get-rich-quick, no money down proponent. His approach
to the accumulation of wealth, using real estate, is aggressive
and creative but by no means, risk-free. Inside you'll learn
first hand lessons and secrets about:
-
Researching
properties
-
Financing
strategies that maximize your buying power
-
Legal
terms, issues, and conditions you should understand
-
Profiting
through option agreements
-
The
most vital skills for real estate success
Below
are two endorsements written by leaders of two of the largest
commercial real estate companies in the United States:
"I've
tracked Jimmy's incredible run of successful real estate investments
for 20 years and more recently invested very profitable with
him. His latest book, Confessions of a Real Estate Entrepreneur,
provides all the tools for analyzing, buying, improving and
profiting from the investment in income producing properties.
It is a must read for anyone interested in real estate investing."
Jeff Dunne, Vice Chairman, CB Richard Ellis.
"Jim
Randel's book, Confessions of a Real Estate Entrepreneur,
expounds on all of the exciting elements of commercial real
estate. Jim's focus on the building blocks, the creativity
and the strategy of deal making gives its readers a front
row seat into this high stakes, and richly rewarding game.
I have completed many transactions with Jim and have found
his excerpts to be a true and readable accounting of just
some of his dealings. For all the real estate professionals
who work for me, this is a must read."
Jim Fagan, Managing Director, Cushman & Wakefield.
Don't
Miss this outstanding evening and a chance to listen and learn
from the author of the book; Confessions of a Real Estate
Entrepreneur - the book that the late Bob Bruss reviewed
and stated;
"Hidden
under that shell is one of the best real estate investment
books I've ever read. On my scale of one to 10, this unique
book rates an off-the-chart 12
."
To
Read the entire Bob Bruss book review click
here
Who
is James A. Randel?
JAMES
A. RANDEL
Commercial Real Estate Attorney, Real Estate Broker, Investor
Jim
Randel is a graduate of the Columbia University College and
Law School. Since graduating law school, he has been buying/selling,
brokering and lawyering real estate deals. His earliest ventures
relied on creative financing partnerships. With time, he moved
into more aggressive real estate strategies. Today Randel
is a leader in "added value" investing,
an approach to real estate that attempts to boost the value
of a property well beyond normal appreciation or inflation.
His strategies have been followed by many investors around
the country.
Randel
is also the author of two books. His first book, THE REAL
ESTATE GAME AND HOW TO WIN IT, was published in March of 1985.
His second book, CONFESSIONS OF A REAL ESTATE ENTREPRENEUR,
came out in January, 2006 and demonstrates commercial real
estate investment strategies through examples of detailed
real-life deals.
Randel
has also been a daily commentator on real estate issues on
television and has spoken at national real estate conferences
around the United States, including Harvard Business School.
And
don't miss the exciting Peter Fortunato's exciting October
Workshop:
Taught
for First Time in over a Decade on the West Coast! - Don't
Miss this Opportunity to learn from the Master Dealmaker
Peter
Fortunato's Real Estate Acquisition Techniques Class
Peter
will present (2) two days of lecture and discussion, with
case studies, regarding the acquisition and control of Real
Property. Questions & Discussion are encouraged!
PRE
- REGISTER TODAY for the Upcoming BAWB sponsored
FULL DAY WORKSHOP - Saturday & Sunday October 11-12
For
more information on this fabulous workshop event please CLICK
HERE!
Thursday
December 18, 2008
This
is our final meeting of the year!
DON'T MISS OUR DEAL OF THE YEAR HOLIDAY GATHERING
This
is always judged by our attendees to be one of the BEST meetings
we have all year. It's a great way to learn what others are
doing, the genesis of their individual transactions, and more
importantly where the profit centers are...you'll be amazed
at how many different perspectives to doing a deal there are.
This
also will be a great meeting to get to better know your fellow
attendees. Come join us for a festive time of the year meeting
that will feature some refreshments, wine, finger foods, and
Holiday cheer in an open forum setting. You are invited to
bring your spouse or a loved one for a night out and to better
see what our meetings are all about.
Do
you know of a BAWB member who did a Killer deal this past
year?
Nominations
are encouraged for our annual "BAWB 2008 Deal of the
Year" awards.
Click
here to obtain one of the nomination forms which can be
sent in.
Each
of the selected nominees will tell us their "deal story"
which promises to be informative and fun. It's been an incredible
year filled with change, tough lessons, and successes. We
hope some of you will share a hard lesson or success from
the past year.
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