Register by 2:00 pm on meeting day to get a printed nametag!
Turn Tax Laws into Investment Advantages
Profit isn’t Just What You Make,
it’s What You Keep!
with Kiyoshi Simon
Due to an urgent family matter, our original presenter is unable to join us for this meeting. We send her and her family prayers and good thoughts.
On a positive note, we’re are excited to have the highly respected and sought after Kiyoshi Simon join our program!
He is a seasoned real estate tax expert and we’re confident you’ll find his insights valuable and engaging.
We look forward to seeing you at the meeting and appreciate your understanding of this last-minute change.
Tax planning season is almost here, and for real estate investors, it’s more than just paperwork. The right tax strategy can mean the difference between keeping your profits or watching them disappear. With constantly changing laws and regulations, knowing where to start can feel overwhelming. That’s where expert guidance comes in. Whether you’re a seasoned investor or just getting started, Kiyoshi Simon and the team at Volant CPA Inc. can help you prepare, protect your profits, and plan smarter for the year ahead.
Topics that will be discussed:
- When to set up an LLC and how many do you need?
- What state do you recommend setting up the LLCs in?
- When to Incorporate?
- Should I operate as a Sole Proprietorship?
- What’s the difference between an LLC and a Corporation?
- What do living trusts do?
- Is the new "Big Beautiful Bill" really that Big and Beautiful?
- What’s going on with short-term rentals? Are they really tax beneficial?
- What is the 179 election, and can I use it?
- Does buying real estate always help with taxes?
- What is a Real Estate Professional and how do I qualify (and why should I care?)
We’ll wrap up with a Q&A, so bring your tax questions!
About the Speaker
Kiyoshi Simon is the Managing Partner of Volant CPA Inc., where he leads a boutique team focused on real estate tax strategy and planning. With over a decade of specialized experience, Kiyoshi advises real estate professionals, investors, and firms on structuring, optimization, and long-term tax efficiency. As both a CPA Tax Strategist and real estate investor, he brings a unique dual perspective that blends technical precision with practical insight.
Kiyoshi received his undergraduate at UCLA and his Masters in Taxation, cum laude, from CSUF. Kiyoshi is recognized for transforming complex tax concepts into clear, actionable strategies that drive meaningful financial advantage.
Volant CPA Inc. is a boutique accounting and advisory firm specializing in strategic tax planning, compliance, and structuring for real estate professionals, investors, and businesses. We deliver high-touch, customized tax strategies that simplify complex structures and enhance after-tax returns.
Our team of expert tax strategists, bookkeepers, and administrative professionals provides integrated, forward-looking solutions designed to help clients scale confidently and sustainably. At Volant CPA, we go beyond compliance—we build strategy into every financial decision.
Additional links:
Prior to the presentation, we’ll start off with our famous Market Update presentation with Jerry Ryan, a few words from our Valued Sponsors, and the “Haves and Wants” segment.
MEMBER LIMITED-TIME SPECIAL
Members, invite a first-time guest to attend for free
(no guest pass required)
and get a free drink ticket for a well drink.
Email Denise@nsdrei.org with their name, email and phone by 1 pm on Tuesday
and we'll get them registered, or you can register them at the door!
AGENDA:
| 6:00 - 7:00 PM |
San Diego’s Best Networking & New Meeting Feature: "Ask the Pros" Corner. Arrive early to network and chat with a Pro to get your questions answered. |
| 7:00 - 7:45 PM |
We start the meeting with some board business, followed by our famous Market Update presentation with Jerry Ryan, a few words from our Valued Sponsors, and the “Haves and Wants” segment. (If you have a deal, service or you are looking for a specific investment, come prepared to share!)
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| 7:45 - 9:30 PM |
Presentation & Q/A |
| 9:30 - 9:45 PM |
Networking
|
| 9:45 PM |
Closing time: You don't have to go home,
but you can't stay here
|
REGISTRATION RATES & DEADLINES:
Event includes appetizers and no-host bar.
|
Early |
Regular |
| |
thru 10/20 |
on 10/21 |
|
Member
(Includes member levels: Individual/
Military/Board/Sponsors/Honorary/
Affiliate/Speaker in the past 12 months)
|
Free
|
Free
|
| Military Non-member |
$15 |
$20 |
Non-Member
|
$25 |
$35 |
Please note that in-person meetings are NOT streamed on Zoom.
The session will be recorded and access to recordings is a benefit of membership. Click here for more information about joining.
Cancellation/refund deadline is Wednesday at noon before the meeting. No shows will be charged in full.
IMPORTANT: PHOTOGRAPHY & VIDEO RELEASE
By registering for and attending this event, I hereby give NSDREI Inc., its clients, agents, and assigns, full permission to use, publish and copyright photographic images, film images, video images, sound recordings, and any reproductions from these materials of me and/or my property or any part thereof, either in conjunction with or without using my name, and make changes or alterations therein and/or alterations thereto Worldwide in perpetuity. Some places these images and recordings may be used and posted include, but are not limited to, the Internet, emails, social media, etc.
