SJREIA Main Meeting @ 6pm - Cherry Hill Holiday Inn
Location: The Holiday Inn, 2175 W. Marlton Pike (Rt. 70), Cherry Hill, NJ
Members attend FREE -- Visitors pay $20
Lower Your 2025 Taxes Using 8 Strategies You Can Do in 2026
“A non-boring presentation”
<< Quick video message from speaker
Presentation by: David Steiner, Zebulon Tax Advisory LLC
100 Morris Avenue, Suite 101, Springfield, NJ 07081 | 973-346-4150 | www.zebtax.com
ATTENDEE BONUS - Everyone will receive a free copy of David’s book “Tax Strategies for the Savvy Real Estate Investor: Updated for the OBBBA”
BIO: David Steiner is a financial professional and CEO of Zebulon Tax Advisory, LLC. Has has over 25 years of experience in the tax and finance industry and has worked with all types of people, income levels, and businesses. His focus is advising and coaching individuals and families in creating and implementing customized retirement strategies that can allow them to enjoy their retirement in confidence.
David leads an advisory team that offers families across the nation a holistic and comprehensive planning- based approach to wealth management and retirement planning. The team focuses on assisting people to develop a written retirement income strategy in which they structure their investments for a rewarding retirement. The team works with individuals and families who have achieved - or who want to achieve - financial success and who need specialized expertise to manage their wealth portfolio and create retirement income strategies designed to help preserve their wealth, while enabling them to maintain their desired standard of living.
David has authored two books and is working on his third. He has spoken at venues including the Harvard Club in New York City and has been quoted in the Chicago Tribune, The Newark Star Ledger, and many websites. He regularly participates as a speaker in webinars and podcasts. David has also held the position of adjunct professor of Finance, Tax, and Economics at Kean University and Union County College. He is also a Tax Counselor for the Elderly.
Raised in New Jersey, David is an honors graduate of Fordham University’s Gabelli School of Business where he received a Master’s Degree in Tax Accounting and Finance. He received his undergraduate degree in political science and economics from The George Washington University in Washington, DC.
He and his three dogs call New Jersey their home.
Location: The Holiday Inn, 2175 W. Marlton Pike (Rt. 70), Cherry Hill, NJ
Time: Doors open @ 6pm - Presentation begins at 7 pm
Members attend FREE -- Visitors pay $20
MEETING SCHEDULE:
- 6:00-7:00 pm – Visit with Business Affiliates, Healthcare Benefits Table & Networking
- 7:00-7:15 pm – Announcements
- 7:15-8:30 pm – Main Speaker/Presentation
- 8:30-9:00 pm – Networking (in the Lobby) and Room Clean-up
Open to the public! SJREIA is a networking and education association for all levels of real estate investors. We offer education in many different aspects of investing and offer unlimited opportunity to be with other like minded people.