Federal Tax Credits for the Small Business Owner

Federal Tax Credit Programs have been available for over 40 years, but qualifications along with the process of evaluating and submitting these credit claims remain obscure to the typical CPA and or Small Business Owner. Jillard & Associates specializes in providing a comprehensive review of potential programs that CPAs can make their clients aware of,…

Tax Free Real Estate Series – Session 2: UBIT – What it is and How it Works

Navigate the complexities of UBIT and UDFI with ease. This session explains: How self-directed accounts can borrow money from banks and others Understanding UBIT and UDFI Determining who pays and how much Exploring legal UBIT blockers When UDFI applies Why UBIT and UDFI are not deal breakers for the wealthy Plans subject to these taxes

Decades of Outperformance: Make Your Retirement Income “Infinite” with Mobile Home Parks

Join Sunrise Capital Investors’ Brian Spear to learn why Mobile Home Parks have outperformed every single real estate asset class for 20 years running – and how taking advantage of this investment within a fund structure is the perfect way to invest with your retirement account for strong, consistent, cash flow for decades to come.

10 Benefits Of Investing Passively In Apartment Buildings

Are you seeking to diversify your investment portfolio while achieving stable and lucrative returns? Look no further than our upcoming webinar focusing on the 10 compelling advantages of passive investment in multifamily real estate. As accredited investors, you understand the importance of making informed decisions that yield substantial results. This webinar will equip you with…

The Secrets to Creating 3 Pay Days Per Deal Without Cash, Credit or Banks

Creative financing

How Do They Do It? Why Self Storage Remains a Top Investment Performer?

It’s been one of the hottest real estate asset classes for three decades. It’s been a proven performer through the Great Recession and COVID, offering the lowest delinquency rate of any commercial real estate asset. But investors who haven’t added self-storage to their portfolios – or who are thinking about adding more – want to…

Picking New Tech and Venture Winners: Surprising Opportunities in Highly Regulated Industries

Like death and taxes, government regulation is an unavoidable fact of life for businesses in healthtech, aerospace, fintech and so many other sectors of the economy. Government is also a major – and sometimes the largest – customer within some of these industries. Mastery of the regulatory environment often means the difference between leadership and…

Fireside Chat with Carl Fischer | Working with 7,000+ Investors

Seasoned investor and industry expert Carl Fischer shares invaluable insights garnered from his extensive experience working with over 7,000 investors through the CamaPlan platform. Carl has executed strategies and overseen multimillion-dollar real estate deals. His investment portfolio spans across both commercial and residential properties, encompassing real estate assets, promissory notes, and mortgages. Tune in to…

Tax Free Real Estate Series – Session 1: Self-Directed 101

Discover the fundamentals of self-directed investing and how it can generate tax-free income for life. This session covers:

Introduction to Farmland Investing

Josh from Gold Leaf Farming will present on what makes farmland investing so attractive. Gold Leaf Farming is currently fundraising for its fund, GLF LP, which consists of 16 mature, cash-flowing almond and pistachio orchards, comprising of ~6,000 acres in California. We will continuously raise capital into GLF LP to buy attractive assets. We will…