South Jersey Real Estate Investors Association

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Atlantic County Subgroup

with... Multiple Speaker(s)

Working with an Accountant - open to the public!

Tuesday, September 04, 2018

Shore Diner
6710 Tilton Rd
EGG HARBOR TWP, NJ 08234



Working with an Accountant - open to the public!
Speakers: Doug Heun and Corrie Cristaldi with Friedman LLP

In addition to taking questions, the speaker will discuss topics to include:

  • How to work with an accountant whether you're just starting or a seasoned investor
  • Accounting for landlords versus rehabbers
  • What records to keep and how to keep them, paper versus digital, length of time to hold
  • Planning with your accountant in addition to the one-time tax return appointment
  • What to expect at the tax return appointment and what to bring
  • QuickBooks discussion and setup per your accountant's advice
  • Records for rentals and projects
  • Accountant's price structure and billing:  How do they handle meetings, phone calls, emails, tax returns?

BIO's - Douglas Heun is a partner at Friedman LLP with 45 years of public accounting experience. He increases the firm's presence in the community through business development and has worked extensively in financial planning and managerial consulting.

Corrie Cristaldi is a partner at Friedman LLP with 20 years of experience in the field of taxation. Corrie helps clients in a variety of industries, including construction and restaurant/hospitality services, devise effective tax-saving strategies and meet their domestic and international tax compliance responsibilities.

Friedman, LLP
www.friedmanllp.com
609-927-9332


Where: NEW LOCATION beginning in April -- now meeting at the Shore Diner, 6710 Tilton Rd., Egg Harbor Township, NJ 08234 (room is on the left in the back)

When: First Tuesday of the month, 6-9 pm

Cost: Members attend for FREE -- Visitors pay $20 (with guest $40)
Room is provided with the expectation that attendees order from the menu.This is an excellent venue with great food and professional wait staff.

MEMBERS: Please bring your membership card so we can verify you are a current member.
SJREIA accepts cash, check, Visa, MasterCard, AMEX and Discover at Subgroup meetings.

RSVP:
Your RSVP is appreciated so we can be sure to have enough handouts, etc.  In the event of a last minute meeting change or update, this will enable us to reach you! Thank You!
** Visitors who join later during the same night get $20 credited to SJREIA membership cost of $150.
** Bring your membership card, business cards, pen, tablet, etc!
** Didn't get around to all the vendor tables at the general meeting?  Check out our vendor/speaker table for great info from those who sponsor our association.

2018:  Sep 4, Oct 2, Nov 6

Subgroup leader Carol Milk

BIO - Carol Milk is a ten-year SJREIA Leader and will again be offering networking and training in Atlantic County.  Carol took a series of Real Estate guru trainings costing about the same as a year of college and got it all back on her first deal!  She flipped for cash then invested in rentals.  She has done wholesale, rehabs, estates, round-robin, subject-to, and property management and is now a Realtor. The subgroup will cover various Real Estate investor topics including but not limited to those specific to Atlantic County.


Members:
$0.00
Non-Members:
$20.00



Members w/Guest:
Non-Members w/Guest:
$40.00

Date: Tuesday, September 04, 2018
Time: 6:00 PM - 9:00 PM

Location:
Shore Diner
6710 Tilton Rd
EGG HARBOR TWP, NJ 08234

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South Jersey Real Estate Investors Association

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Marlton, NJ 08053
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