Stop Guessing. REGISTER NOW. Secure Your Real Estate Fortune Before Year-End.

This November 18th at 10am(PST) join Michael Arrache (CPA/Realtor) and Loran Sharp (Certified Appraiser) for a Free Live Webinar.

REGISTER FOR THE WEBINAR Below.

Are you a high-net-worth real estate investor? The biggest risk to your portfolio isn’t the market—it’s using the wrong data for your taxes. Relying on Zillow, CMAs, or County Assessments for your valuations is a seven-figure mistake that exposes you to unnecessary tax liability, costly audits, and the total loss of generational wealth.

This strategic presentation will show you exactly how to transform your real estate data into your most powerful tax shield.

Effective tax planning doesn’t start in January; it starts now, Join us November 18th at 10am (PST) for this free live webinar.

REGISTER HERE

Complete the form below to register and reserve your seat now!

Go back

Your message has been sent

Thank you for registering for the Webinar. We look forward to your attendance!

Warning
Warning
Attending?(required)

Warning
Warning
Warning.


What We’ll Uncover: Your Multi-Million Dollar Blind Spot

This is a deep-dive into the strategies where tax planning and defensible valuation must align. We will give you the roadmap to stop leaving a fortune behind.

1. Maximize Immediate Cash Flow (Cost Segregation)

  • The Problem: The IRS makes you depreciate your buildings slowly (39 years). This leaves valuable cash flow trapped.
  • The Solution: See how an engineering appraisal reclassifies components into shorter lives (5, 7, 15 years). We’ll demonstrate how a $1 million building can yield $63,000+ in immediate cash tax savings in Year 1.

2. Protect Generational Wealth (Step-Up in Basis)

  • The Tax Superpower: Inheriting assets often results in a $0 tax gain. This high-value action for heirs relies entirely on a current, accurate appraisal.
  • The Gifting Trap: We will show a side-by-side case study where gifting a $1 million home instead of passing it at death results in a $900,000 Capital Gains Tax mistake for the family.

3. Navigate State Property Tax Traps

  • CA Prop 19 Risk: See a case study showing how a simple inheritance of a rental property in California can trigger a tax explosion, raising the annual property tax bill from $2,200 to $19,800 (full reassessment).
  • State-by-State Strategy: Understand which “Risk Zones” (CA, FL, TX) trigger an immediate property tax reassessment versus “Low Risk” states where property retains its low assessed value.

REGISTER FOR THE WEBINAR Below.


Your Financial Shield: Strategy Meets Proof

This presentation is a unique collaboration between strategy and proof:

  • The Strategy (Michael Arrache, CPA): We identify the high-dollar opportunities and structure the proper entity (Trust, LLC) to minimize tax legally.
  • The Proof (Loran Sharp, Appraiser): We deliver the audit-proof, USPAP-compliant Fair Market Value that the IRS and County are legally obligated to recognize.

“Precision is the cheapest insurance against an IRS audit.”

REGISTER FOR THE WEBINAR Below.


Summary

Secure your place for this essential year-end planning session now. Spots are limited.

  • Date: Tuesday, November 18th
  • Time: 10:00 AM PST (1:00 PM EST)
  • Topic: Real Estate Appraisals and Tax Strategies

BONUS: Claim Your Free $2,000 Strategy Session

All attendees who register and attend the webinar are eligible to claim a FREE Strategy Session (Total Value: $2,000). This session includes:

  • Tax Strategy Deep Dive
  • Appraisal Feasibility Check
  • Custom Action Roadmap

Mono County: Mammoth Lakes Business Mixer (November 13th, 4p-6p)

Get ready for tax season and meet your local business professionals at the highly anticipated Mammoth Business Mixer Professional Networking event. Whether you’re a seasoned entrepreneur, a budding startup owner, or simply curious about the world of business, this event is the perfect opportunity to make meaningful connections, gain valuable insights, and expand your network.

At the Mammoth Business Mixer, you’ll have the chance to meet professionals from various industries, including finance, marketing, technology, and more. Engage in conversations with like-minded individuals who share your passion for success and exchanging ideas. With a diverse range of attendees, you’ll have the opportunity to connect with potential clients, partners, and mentors that can propel your business forward.

In addition to networking opportunities, the Mammoth Business Mixer offers a wide array of resources and workshops designed to enhance your business acumen. Attend informative seminars hosted by industry experts, where you can learn about the latest trends, strategies, and best practices in the ever-evolving business landscape. Whether you’re looking to optimize your marketing efforts, improve your financial management skills, or explore new business opportunities, you’ll find valuable knowledge and insights throughout the event.

Being part of a supportive and knowledgeable community is crucial for business growth. The Mammoth Business Mixer fosters an environment of collaboration and growth, allowing you to build relationships that extend far beyond the event itself. Connect with fellow attendees on social media platforms, join industry-specific groups, and continue the conversation long after the business mixer concludes.

Don’t miss out on this unique opportunity to connect, learn, and grow. Mark your calendar, spread the word, and make sure to join us at the Mammoth Business Mixer Professional Networking event. Prepare to unlock new possibilities for your business and take it to new heights. We look forward to welcoming you and witnessing the positive impact this event will have on your entrepreneurial journey.

November 13th, 2023
4p-6p (FREE EVENT) Hosted Bar
at Mammoth Rock n Bowl
3029 Chateau Rd
Mammoth Lakes, CA 93546

Proud Members of:

  • Mammoth Lakes Chamber of Commerce
  • American Insitute of Certified Public Accountants
  • CalCPA
  • California Department of Real Estate
  • California Restaurant Association

Event: KEYS to a Living Trust | Expert Discussion followed by Q&A

You’re Invited! KEYS to a Living Trust | Expert Discussion followed by Q&A. Thursday Feb. 17.

REGISTER now this event will sell out.


AGENDA Get ready for Keys to Living Trusts:

-6:00p – Networking*
-6:30p – Expert Discussion
-7:00p – Audience Q&A

Since our last event was such a success, we’ll be opening up to 20 seats for this group talk! 

Michael Arrache CPA is a Certified Public Accountant and Enrolled Agent with over 15 years representing taxpayers before the IRS. Michael works primarily with closely held Businesses, Individuals and Trusts. 

Jonathan Alexander Esq has been a practicing California Attorney for over 16 years, helping Families just like yours with Estate Planning and Asset Protection. Jonathan is an expert in Trusts, Estates and Litigation. EMAIL

*Light Refreshments & Snacks will be provided
Parking Validation Available (bring parking ticket to event)

Town Hall | Dec. 3rd , 2018 | Year End Tax Planning and Beyond For Business Owners

2018 Tax Season Kick-Off Luncheon

December 15th 6:30pm-9:00pm Intro to QuickBooks

mst-quickbooks
Mr. Smart Tax, Inc. is excited to present an introductory course on the basics of accounting and Quickbooks software geared for small businesses and self-employed individuals. Learn how to quickly and efficiently gain control over your finances with this powerful accounting software program.

MUST bring your own laptop. You will be provided with all other course materials and free trial of QuickBooks.

Call to register today:
Register for FREE Event HERE

Time: 6:30pm-9:00pm Thursday December 15, 2016

Location: Mr. Smart Tax, Inc.
4590 MacArthur Blvd., 5th Floor
Newport Beach, CA 92660

Directions: We are located in Wells Fargo building at the corner of MacArthur and Birch. Parking lot entrance off of Birch. Take the elevator in the main lobby to the 5th floor and go right to reception desk on 5th floor.

 

Mr. Smart Tax 3rd Anniversary Party

3rd-anniversary-flyer-png