Free to attend (with registration)
Mark your calendar for January 8th and join us for an immersive virtual panel session featuring industry leaders at the forefront of real estate. Our diverse panel includes seasoned Tax Advisors, a Cost Segregation Specialist, a knowledgeable Lender/Mortgage Specialist, and a Landlord Advocate, all ready to share invaluable insights on how to thrive as a real estate investor.
Explore a spectrum of real estate investment strategies as our panelists tackle the intricacies of the market. From avoiding potential pitfalls and understanding tax consequences to uncovering investment opportunities, this virtual summit offers a comprehensive exploration of the real estate landscape.
Best of all, this knowledge-packed session is absolutely FREE to attend! Seize this golden opportunity to learn from industry experts and enhance your path to real estate success. Reserve your spot now and make 2025 the year you master the art of real estate!
Tax Advisor - Robert Hall & Associates
After graduating with a Bachelor’s Degree of Science with a focus in Education, Nicole went on to earn her Master’s degree in Education and Educational Theory. Her love for learning led her into the tax industry. With the ever-evolving tax code and continual education, it was a perfect match for her.
With almost a decade of experience in the tax world, Nicole Green holds a federal license as an Enrolled Agent tax practitioner, where she can advise, represent, and prepare tax returns for individuals, partnerships, corporations, and any other entity with tax-reporting requirements. Her knowledge in tax have been recognized in numerous publications, including The Wall Street Journal, HomeLight—an online real estate company that matches clients with local agents and provides home loans—and impact.com, a platform that helps influencers and content creators manage partnerships. Nicole has been featured in these outlets for her insightful tax advice and industry knowledge.
Outside the office, Nicole is an avid traveler. She’s been to all 7 continents spanning 50 different countries. She enjoys cooking and trying new cuisines at food festivals around the world. Some of her other favorite activities include attending sporting events and the occasional shopping spree.
Landlord Advocate - Apartment Association of Greater Los Angeles (AAGLA)
Daniel Yukelson is currently the Executive Director of The Apartment Association of Greater Los Angeles (AAGLA). As Certified Public Accountant, Yukelson began his career at Ernst & Young, the global accounting firm, and since then had served in senior financial roles principally as Chief Financial Officer for various public, private and start-up companies. Prior to joining AAGLA, Yukelson served for 12 years as Chief Financial Officer for Premiere Radio Networks, now a subsidiary of I-Heart Media, and then 3 years as Chief Financial Officer for Oasis West Realty, the owner of the Beverly Hilton and Waldorf Astoria Beverly Hills where he was involved with the development and construction of the Waldorf.
Yukelson also served for 6 years as a Planning Commissioner and for 3 years as a Public Works Commissioner for the City of Beverly Hills.
Lender/Mortgage Specialist - We Fund LA
Daniel Arias has spent almost 2 decades in the Mortgage Industry and operates as the Team Lead for the Top Producing Mortgage team We Fund LA. Drawing from his own experience as a first-time homebuyer many years ago, he understands the multitude of questions that can arise and the importance of reliable guidance.
Over the past 19 years, he's dedicated himself to crafting a modernized mortgage experience. By breaking down the homeownership roadmap into manageable steps, he guides you through each phase with clarity and expertise. His specialized focus extends to various groups, including first-time homebuyers, freelancers in the entertainment industry, educators, healthcare professionals, and first responders.
As a valued thought leader within the Pasadena Real Estate space, Daniel is also part of President's Council with New American Funding and Board Member of the Pasadena Fire Foundation.
Outside the office, you'll find him exploring the great outdoors, indulging in his passion for travel, or soaring through the skies as both a helicopter and fixed-wing pilot.
Cost Segregation Specialist - GTG Consulting
Geoffrey Gan brings more than 20 years of overall professional experience related to cost segregation, management consulting, construction, real estate, and software application development.
Since 2004, he has overseen and performed thousands of cost segregation studies for real estate assets including: apartment complexes, auto dealerships, high-rise office buildings, industrial manufacturing facilities, hotels and casinos, medical offices, retail centers, single family rentals, and veterinary clinics.
Geoff has a Master’s in Business Administration and a Bachelor’s in Computer Science both from the University of Southern California (Marshall School of Business and Viterbi School of Engineering). Geoff is also a Certified Cost Segregation Professional (CCSP) as part of the American Society of Cost Segregation Professionals ( www.ascsp.org ), which is the industry’s highest accolade (there are only about 50 professionals with this accreditation).
He and his wife reside in Rancho Cucamonga, California.
Tax Advisor - Robert Hall & Associates
Tony Watson personally manages clients with over $500 Million dollars in real estate holdings. He has spoken for hundreds of trade organizations throughout the State of California. Holding a federal license as an Enrolled Agent tax practitioner, Tony can advise, represent, and prepare tax returns for individuals, partnerships, corporations, and any other entity with tax-reporting requirements.
Aside from his full-time position at Robert Hall & Associates, Tony is an active real estate investor, entrepreneur and enjoys short and long term trading. With over a decade and a half of experience, Tony, along his team at Robert Hall & Associates, actively look for the newest and most up-to-date strategies to implement on client tax filings. They all operate with the same goal in mind: to help taxpayers keep more of their wealth and not overspend with the federal and state revenue agencies.
Questions? Contact us!
rony@roberthalltaxes.com
The 2025 Los Angeles Real Estate Summit is hosted by Robert Hall & Associates, a tax firm based out of Glendale, California.
Robert Hall & Associates has offered professional tax advice to California residents since 1971. Their Glendale tax consulting firm provides expert advice along with personalized tax services in order to get the most out of your tax returns. With over 50 years experience, they have a track record of helping individuals and businesses of all sizes with day-to-day accounting and tax issues.