Small Business Group Meets November 12, 2015 at 11:30AM

Posted on November 10, 2015 by
Thu, Nov 12th @ 11:30AM – 5 Seasons Brewing, Sandy Springs, GA
Small Business Group (SBG)
Join Us at the SBG for Your Financial Year End Check-Up
with Rosario D. Mercedes-Maldonado, CPA
November 12th, 11:30AM
5 Seasons Brewing, Sandy Springs, GA

Atlanta REIA Members Please RSVP on Meetup.com
Atlanta REIA Members & Guests, Please RSVP on Meetup.com

Rosario D. Mercedes-MaldonadoCome be part of the Small Business Group on Thursday, November 12th at 11:30AM at the 5 Seasons Brewing at the Prado located at 5600 Roswell Rd in Sandy Springs where where Rosario D. Mercedes-Maldonado, CPA of the Galanti & Company, P.C. will be sharing with us all about your Financial Year End Check-Up. The meeting is hosted by Karen Bershad.

Rosario will be talking all about…

  • Brief overview of importance of tax planning (year-round activity, avoids underpayment penalties, multi-year analysis)
  • Items to consider as real estate investors
    • Type of entity
    • Have you maximized expenses
      • Repairs versus upgrades
      • Maximize depreciation via components (cost segregation)
      • Accelerate certain expenses
    • Definition of Real Estate Professional (doesn’t limit losses)
    • Grouping real estate activities (aggregation)
    • Tax free exchange Section 1031
    • Empowerment Zone Tax Credits
  • Items to consider for personal returns
    • Tax Rate Schedules
    • Capital gains and Losses (different rates)
    • Harvest capital losses to offset gains
    • Medicare surtax
    • Retirement Plan Limits
    • Donate appreciated securities
  • And much, much, more…

See you at the meeting!

Atlanta REIA Members Please RSVP on Meetup.com
Atlanta REIA Members & Guests, Please RSVP on Meetup.com

See Atlanta REIA Events Calendar for More Events!

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