We've shifted our Lunch & Learn events to WEDNESDAY instead of the usual Tuesday for now in order to work with our venue, which has cut Tuesday hours due to staffing.
Soak up more investing knowledge while enjoying a nice meal at an area restaurant. Lunch & Learn host Duna Bolotte has advised us that the meeting will start at noon, so "come early to order your lunch and get a good seat up front!"
This month's guest speaker is Eric Shadowens, a CPA with DMLO. He wrote us about what he's planning to cover: "I plan to walk through a tax return discussing the process most advisors go through during tax season. I’ll point out potential traps to consider and will discuss the importance of communication with your advisor. If there are any updates from Congress with the Build Back Better bill, I’ll highlight them as well."
About Eric Shadowens...
Eric is a CPA who specializes in real estate tax accounting. He works with flippers, wholesalers, private lenders, landlords and realtors. He is always looking to gain more knowledge in real estate.
His philosophy is to do more than just prepare a tax return for his clients and works to keep open communication throughout the year to provide advice, listen, and help his clients grow their business.
He completed a flip back in 2019 but would consider himself a buy-and-hold guy as he invested in his first multi-family syndication this year. Eric is an accountant, so you may have to approach him to get him talking, but once you do, he’ll talk all night about real estate, so be warned.
Outside of tax season you can find Eric, his wife (Jan) and dog (Shithead) at their place at Nolin Lake on the weekends with a fishing pole and/or cold beverage in hand.
Please pre-register now if you plan to attend so that we can estimate a head count.
Duna Bolotte is now coordinating Lunch & Learn and hosts the event, taking over for Ed Gibson.
This Lunch & Learn event is free to attend, but you must pay for your own lunch. We're holding it at an East End restaurant — the location will be revealed when you register.
This meeting is for active KREIA members only. After you pre-register, you'll see the location below. Click on the location to see the venue's website, where you can check out the menu!