First Thursday Investor Workshop January 5, 2023

Bring your pens and paper as you will want to take plenty of notes this Thursday as we bring you a bonus meeting with Victor Wagner, CPA and Attorney Stacey Maloney.

“Asset protection & probate overview + short term vs long term capital gains and UBIT”

Victor is a Florida licensed CPA and Real Estate Broker who bought his first rental property in 1982 after graduating from Baylor University with an MBA in Entrepreneurship.

Victor Wagner, CPA 941 916-8037 notefunding@att.net

Victor’s career has been focused on small business income taxation advice and preparation in public accounting combined with real estate ownership, finance and development. Victor has been a contract Mortgage Insurance Underwriter for several banks, a licensed Mortgage Broker and currently a Revenue Agent in the Large Business & International division of the IRS.

Stacey Maloney, Esq Band, Gates & Dramis, P.L. 941.366.8010, x111 SMaloney@BandGatesDramis.com

Stacey Maloney is an attorney at Band, Gates and Dramis, P.L.  Stacey received her Bachelor of Arts degree, Summa Cum Laude, with a Major in Psychology and a Minor in Business Administration, from the University of South Florida, and her law and master’s degree in business administration from Stetson University College of Law.

She has over 25 years of experience helping individuals manage their assets as a former Executive Assistant to C-level officers in the financial industry in Manhattan and former financial advisor.  Stacey is a transactional attorney and serves her clients with a personalized process addressing their legal matters in: Business (formation of entities/foundations), Estate Planning & Administration (Wills/Trusts), IRAs, Probate, and Real Estate.

Get ready for a firehose of incredible information to help you in your business!

Sarasota REIA First Thursday
Thursday, January 5, 2023 6pm – 8pm

Hampton Inn Sarasota / I-75 Bee Ridge
5995 Cattleridge Blvd, Sarasota, FL 34232

ph# 941.371.1900 (directions only)

Should you wish to join us remotely this First Thursday meeting will also be available via Zoom. The Zoom meeting will begin at 6:30 pm

https://zoom.us/j/925511410?pwd=ZHJZQ3RDOFFwb2c3RTdJTWNxQ1pRdz09
Meeting ID: 925 511 410 Password: 113769