Finance Groups Los Angeles

Commercial Energy Tax Credits & Business Networking

**Calling all CPAs, tax professionals, business owners, investors, and commercial real estate professionals!** What if your business - or your clients - could qualify for substantial tax incentives by investing in solar, battery storage, or commercial energy infrastructure? With major changes to federal clean-energy tax credits and important deadlines approaching in 2027, now is a great time to learn what opportunities remain available. Join us for a complimentary Executive Lunch & Learn hosted by Voltaic Construction in Sherman Oaks! We'll be bringing together local business owners, CPAs, financial professionals, and commercial property decision-makers for an informative afternoon of education, networking, and lunch. ### **Topics We'll Cover** ✅ Commercial solar investment tax credits - potentially up to 50% for certain qualifying projects ✅ Important federal solar tax-credit deadlines approaching in 2027 ✅ Commercial battery storage and backup power incentives ✅ Accelerated depreciation and business tax-planning considerations ✅ California rebates and funding opportunities for commercial EV charging stations ✅ How commercial properties can evaluate energy savings, tax incentives, and return on investment We'll also discuss real-world project applications and answer questions about commercial energy infrastructure. ### **Who's Invited?** Whether you're a CPA advising business-owner clients, a commercial real estate investor, an entrepreneur, a property manager, or a business owner exploring ways to reduce operating expenses, we'd love to have you join us. **Come for the education, enjoy a complimentary lunch, and leave with valuable professional connections!** ### When & Where **Tuesday, November 10, 2026** **11:00 AM – 1:00 PM PST** Hampton Inn & Suites Los Angeles/Sherman Oaks 5638 Sepulveda Blvd. Sherman Oaks, CA 91411 ### Admission Is Complimentary! Lunch is included for registered in-person guests. Seating is limited, so advance registration is required. **PLEASE REGISTER THROUGH EVENTBRITE TO CONFIRM YOUR SEAT:** https://www.eventbrite.com/e/2003795860359?aff=oddtdtcreator A Meetup RSVP alone does not confirm your lunch reservation. ### About Your Host Voltaic Construction is a Southern California multi-trade construction and electrical contractor specializing in commercial and residential solar, battery storage, commercial EV charging infrastructure, HVAC, backup power systems, and specialty construction. We're passionate about helping businesses make informed investments in their properties, improve energy resilience, and discover opportunities for long-term operational savings. **We look forward to meeting you!** Melia King Regional Sales Manager Voltaic Construction 310-346-9466 [meliaking@voltaicnow.com](mailto:meliaking@voltaicnow.com) [www.voltaicnow.com](http://www.voltaicnow.com) *This event provides general educational information, not individualized tax or financial advice. Incentive availability and eligibility vary by project, taxpayer, and program.*

The Long Flip: Loan Strategies in a Tightening Market!

Join FiBI San Fernando Valley for an interactive talk with ***Jonathan Taylor of Investor Property Loan*** on actionable loan strategies for a turbulent market, covering both **fix-and-flip** and **DSCR** deals. The rules of real estate financing have changed fast. Rates have climbed, lenders are tightening their guidelines, and timelines are stretching. A flip planned for six months is now running twelve, and a rental that looked like easy cash flow on paper now has trouble meeting DSCR requirements. The investors who keep closing deals aren’t the ones waiting for the market to turn. They’re the ones who know how to structure the financing to fit the market we’re actually in. **What we’ll cover:** * **How we got here:** the rate cycle, shifts in lending, and the market forces that reshaped investor financing * **Where we are now:** what lenders are approving today, how terms have changed, and what that means for your next deal * **Fix-and-flip strategies:** structuring loans for longer holds, using extensions and interest reserves, and planning an exit that still works if the timeline slips * **DSCR strategies:** making the numbers work at today’s rates, plus refinancing out of short-term debt and turning a stalled flip into a rental that cash-flows * **Live deal breakdowns:** bring a deal you’re working on, stuck on, or considering, and we’ll break it down together to find the structure that fits ***This event is an ongoing conversation, not a lecture. Bring your questions, your insight, and your numbers!*** **[Click Here for a $20 Presale Registration Link up to 5:00pm on the day of the event,](https://checkout.square.site/merchant/MLXEV14ATXQA1/checkout/B3BN3XJMKSSCXR6TPYVAF5PS) $25 at the door.** **Parking validation is available for the first 25 arrivals!** **Schedule:** **6:30pm-7:00pm - Arrivals & Networking** **7:00pm-8:30pm - Main Program & Presentation** **8:45pm - Networking at Cheesecake Factory** **Networking begins at 6:45PM — bring your questions and connect with fellow investors in the San Fernando Valley community!**

FIBI Pasadena: FUNDING THE DEAL Capital, Credit, & Creative Strategies

https://www.meetup.com/fibi-real-estate-pasadena/ **FIBI Pasadena Speaker Series: Funding the Deal** ***Understanding the Capital, Credit & Creative Strategies That Make Real Estate Deals Happen*** Finding the deal is only half the battle. Funding it is where deals actually happen. Join FIBI Pasadena for a panel discussion on hard money, private equity, and the creative strategies investors use to get transactions across the finish line. What you'll learn: * How to tap into hard money lenders and private equity partners * How to understand and strengthen your capital and credit position * Creative financing techniques that make transactions work * Real-world insights from investors and funding experts 📅 Thursday, November 19th, 7:00 PM 📍 CTRL Collective, Old Town Pasadena 💵 $20 prepay / $25 at the door 🎟️ Register: [https://fibipasadena.com/speakers](https://fibipasadena.com/speakers) Whether you're a first-time investor or a seasoned flipper, you'll leave with practical funding strategies and new connections.

Women in Big Data LA Book Club

Our next **Women in Big Data SoCal Book Club** is here! Join us for an afternoon of good conversation, coffee, and a thought-provoking discussion about how AI is changing the way we live and work. **This Quarter's Book** ***[I Am Not a Robot: My Year Using AI to Do (Almost) Everything](https://joannastern.com/)*** by **Joanna Stern** What happens when a technology journalist decides to let AI take over almost every aspect of her life? In *I Am Not a Robot*, Joanna Stern documents her year-long experiment using AI to tackle everything from work and productivity to everyday tasks and personal decisions. The book explores what happens when we move beyond simply *using* AI tools and start relying on them to do things we would normally do ourselves. Expect plenty of humor, curiosity, and questions about what AI can—and perhaps shouldn't—do for us. **About the Author** Joanna Stern is an award-winning technology journalist and video creator best known for her work covering consumer technology, AI, and the ways technology impacts everyday life. She was a senior personal technology columnist at The Wall Street Journal, where she has covered everything from smartphones and computers to emerging technologies and now has started her own tech media company, New Things. **What to Expect** This is a casual, welcoming discussion—not a formal book review! **📣 Haven't read the book yet? You're still invited!** **You** **do not need to finish—or even read—the book to join us.** If you didn't get a chance to read it, you're still welcome to come, listen to the discussion, share your thoughts and perspectives, and be part of the conversation. We'd love to have you there! **Event Details** Date: Sunday, November 15, 2026 Time: 2:00 PM Location: Sorry Not Sorry - 11520 W Pico Blvd, Los Angeles, CA 90064 We’ll be reserving a space in the front patio, and as always, each guest will be responsible for their own tab. ☕ Grab an afternoon drink, bring your thoughts (and your questions!), and join us for our quarterly book club. We hope to see you there! 📚🤖 \-\-\-\-\-\- Follow us on [LinkedIn](https://www.linkedin.com/groups/14309306/) to get the latest updates on our events. \-\-\-\-\-\- **Photo Release Notice:** By attending this event, you consent to photographs being taken and used in Women In Big Data's promotional materials. Please inform organizers upon arrival if you prefer not to be photographed.

80s Dance Party in Chinatown

DJ (who's also the host) will be playing 80s dance music, for dancing or listening pleasure. No cover charge. $5.00 parking fee for parking underneath the venue. Casual. Come by yourself or with a group.

I'nvest Meetup

https://www.meetup.com/meetup-group-rirrvpsh/?eventOrigin=your_groups This group focuses on real estate in all asset classes as the path to creating community and generating wealth. We meet to share knowledge, educate and network with like-minded individuals in Los Angeles County and beyond. Join us!

Line Dancing Saturday Nov 14, 2026 6PM-9PM at Hilton Garden Inn, Marina Del Rey!

Year-End Tax Strategies & Capital Preservation for Real Estate Investors

# Year-End Tax Strategies & Capital Preservation for Real Estate Investors ### **Don’t Leave Your Profits on the Table: Lock In Your 2026 Tax Strategies Before December 31** As the end of the year approaches, real estate investors face a critical window of opportunity. The decisions you make between now and December 31 can directly impact how much of your hard-earned profits you keep—or hand over to the IRS. Join us for our November FIBI gathering as we bring together a panel of seasoned real estate tax professionals and experienced investors for an actionable, educational deep-dive into **Year-End Tax Strategies & Capital Preservation**. Whether you own single-family rentals, commercial assets, or participate in syndicate deals, this meeting will walk you through real-world tactics you can deploy immediately to protect your cash flow heading into 2027. ### **What We’ll Cover:** *  **Maximizing Depreciation & Cost Segregation:** How to leverage current tax rules—including updated 100% bonus depreciation provisions—to accelerate tax deductions on your properties. *  **1031 Exchange Rules & Timing:** Managing strict deadlines, DST structures, and alternatives to defer capital gains tax smoothly. *  **Capital Loss Harvesting & Expense Structuring:** Simple year-end bookkeeping moves and entity expense allocations that maximize your deductions before midnight on Dec 31. *  **State vs. Federal Nuances:** Key pitfalls to avoid when balancing federal tax incentives with local state regulations (like California non-conformity rules). ### **Why Attend FIBI?** FIBI (For Investors By Investors) is built on three core pillars: **Education, Networking, and Community.** * **Zero Sales Pitches:** No upsells, no course sign-ups, and no guru pitches. Just pure, actionable knowledge from active market participants. * **Open Q&A:** Bring your specific questions—our panel will address real scenarios faced by investors today. * **High-Value Networking:** Connect with local investors, lenders, attorneys, and CPAs who are actively building wealth in today's market. ### **Who Should Attend?** * Active real estate investors looking to optimize their 2026 tax return. * Passive investors wanting to better understand pass-through paper losses and capital preservation. * Anyone planning to buy, sell, or exchange real estate in the coming months. **Space is limited! RSVP today to secure your spot and start optimizing your year-end strategy.** **Admission: $20 presale or $25 at the door.** Meetup registration is free, but **payment is required to attend.** **Presale pricing ends at 3:00 PM** on the day of the event. Presale link: https://www.paypal.com/ncp/payment/R6FRW5SQGVCEY **LOCATION:** 2221 Rosecrans Ave Suite 100, El Segundo, CA 90245 **AGENDA:** 6:30 - General Networking 7:15 - Networking w Speakers and Sponsors 7:25 - Round Table Discussion 9:00 - Post Meeting Networking Reception @ Caló Kitchen For each panel discussion, we will invite topic experts to help anchor the conversation. Joining us will be: * **Kaaren Hall** **CEO/Founder OCREIA** Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading self-directed IRA provider since 2009, now overseeing more than $1.4 billion in assets under management. She holds the CISP and SDIP designations. With over two decades of experience in real estate, lending, and self-directed retirement accounts, she has helped thousands of investors take control of their retirement funds and diversify into alternative assets. A nationally recognized speaker, BiggerPockets author, and founder of OCREIA, Kaaren continues to educate and advocate for investors while serving in leadership roles across the retirement industry. * **Bill Torres** **CPA/PFS MS Taxation \| Tax Partner** For over 30 years, an elite group of enterprises have turned to Bill Torres & Company, Inc, a CPA firm based in Southern California. Bill Torres and his team, work with a diverse range of clients, some of which have offices and divisions outside the state and globally. As CPA's, services rendered include, accounting, tax preparation, consulting and financial advisory. Fluent in Spanish. Our mission is to help our clients achieve and secure their financial goals. **PARKING**: Parking is free and available next to the building. Please join us!

Real Estate Investor Networking Venice | Investors, Developers & Agents

**Free monthly real estate investor networking in Venice.** Bring a deal, find capital, JV partners, agents, lenders and developers. 👉 **Grab your FREE ticket here (required for entry):** https://www.eventbrite.co.uk/e/real-estate-investor-networking-venice-property-deal-network-pdn-tickets-1999443244568 Property Deal Network (PDN) is a relaxed monthly meetup for real estate investors, developers and professionals who want to do business face-to-face. **What happens at PDN Venice?** People bring deals. Others bring capital. Some are sourcing their next project, others are looking for JV partners or professional services. The format is simple: arrive, grab a drink and start conversations. No presentations, no pitches from the front – just direct networking with people who are actively working in real estate. **Who attends?** Investors (from first-timers to portfolio owners), developers, sourcing agents, brokers, attorneys, architects, lenders and accountants. If you're involved in real estate – or want to be – you'll find relevant people here. **Practical details** • **When:** Thursday 19 November 2026, from 7pm local time • **Venue:** Gin Rummy, 822 Washington Boulevard, Marina del Rey, CA, 90292 • **Cost:** Free to attend. The venue asks that everyone buys a drink at full price • **Dress:** Smart casual (no sportswear). Over 25s only; ID may be requested This is an established event that runs every month (except December) – if this date doesn't work, there's always next month. All Venice dates: https://www.propertydealnetwork.com/locations/north-america-networking-events/usa-networking-events/venice-california-usa-property-networking-event/ **Industry professional?** Paid promotion tickets (max 2 per event) are available on the ticket page for architects, accountants, builders, mortgage brokers, insurance brokers, interior designers, lenders, realtors and surveyors. *Property Deal Network – real estate investor networking in 190 cities worldwide. Join this group to hear about PDN events everywhere.*

DEALS ON TAP Where LA Real Estate Gets Social.

### Capital. Deals. Connections. Not another real estate seminar. Join active Southern California investors, flippers, private capital partners, agents, wholesalers and real estate professionals for an evening built around one thing: **Doing more deals.** Have capital you're looking to deploy? Looking for off-market investment opportunities? Looking for partners, buyers or deal flow? A dealmaker looking for your next opportunity? First-time investor looking to get into the game? Come meet the people actually buying funding and sourcing deals throughout Southern California. **No gurus. No sales pitch. Just real estate, real opportunities and the right people in the room.** 6:00–8:00 PM Hosted by Next Stage Home Solutions **FREE — RSVP REQUIRED**

Agenda/sign up link for Wed Nov 18th, 7:00 pm PST with Alex- Steve and Guest.

**I am holding virtual meetups every third Wednesday of the month via Zoom from 7;00 to 9:00 pm, PST. If you’d like to join, the fee will be $20 and here is the link to register.** https://us02web.zoom.us/webinar/register/WN_ZFAWaAx-Tt-jrZ459HshVA (If the link doesn’t work, please copy and paste it onto your browser) Zoom will give you the option to pay with PayPal, debit, or credit card (Sorry, no Zelle). This allows for only registered users to join the meeting for more safety. · After you register, you will receive an automatic email from Zoom with the link and password to join the meeting. · **Zoom will send you a reminder email an hour before the meeting.** · Download and Test Zoom: If this will be your first-time using Zoom, be sure to download and test Zoom on your computer, smart phone, or tablet by going to: [zoom.us/test](http://zoom.us/test) and follow the instructions prior to the meeting. You do not need a Zoom account to join this online meetup, but you do need to download the Zoom app. The app is free. Our next virtual meetup will be on Wednesday 11/18/26. The format will be PowerPoint presentation, current charts, Panelists (Steve Swetz and Bobby Campos), Growth Stocks investor, Q&A and will be Recorded. (Send to all paid registrants) No PDF or PowerPoint files will be share. **Meeting Agenda:** Current Market Outlook, Sectors, Industries and how to navigate the Market volatility. Top 10 performers Growth Stocks, S&P-500, Nasdaq, IPOs and Russell-2000 YTD. Top 10 Stocks with Relative Strength at New Highs. Stocks on the Move on Meetup Day. World Markets and Top 10 Global Leaders. **Special guest speaker** *TBA* **Educational topic TBD.** News for you, your Money and everything in Between. Leading Stocks and Swing-Trading stocks lists for your watchlist. 10 Stock Ideas within buying range to profit from. Current portfolio, % invested, adds/sells and returns YTD. Interactive Q&A with our own Panelist Steve Swetz (Growth Stocks investor and IBD-live Contributor) and special guest. See you all on Wednesday at 7:00 pm PST for 120 minutes of wealth education! Alex

Women in Tech, Fintech, AI, Startups, Networking Event & Elevator Pitch LA

**✨ To join this event, please make sure to book your ticket here 👉[https://www.eventbrite.com/e/la-women-in-tech-founders-professionals-networking-night-tickets-2003140711792](https://www.eventbrite.com/e/la-women-in-tech-founders-professionals-networking-night-tickets-2003140711792)** Join us for an empowering and insightful networking event designed for professionals in the dynamic fields of Women in Tech, Fintech, HealthTech, Edtech, Artificial Intelligence... Startups Founders, Professionals and Entrepreneurs. **Event Overview:** * **Women in Tech:** An exclusive platform for women in technology to share their experiences, challenges, and triumphs. This segment focuses on empowering female professionals and entrepreneurs in the tech industry, offering a space to connect, learn, and inspire. * **Fintech:** Dive into the world of financial technology with experts and innovators. Explore the latest trends, discuss challenges and opportunities, and connect with peers who are shaping the future of fintech. * **AI:** Engage with professionals at the forefront of Artificial Intelligence. Whether you’re a developer, a strategist, or simply an AI enthusiast, this segment offers a deep dive into emerging technologies, ethical considerations, and groundbreaking applications. * **Startups:** A space for startup founders and entrepreneurs to network, share stories, and gain insights. This segment is perfect for those looking to scale their startups, seeking mentorship, or wanting to learn from successful entrepreneurial journeys. * **Entrepreneurs:** Connect with fellow entrepreneurs across various industries. Discuss strategies, share experiences, and explore potential collaborations. This is an ideal platform for both seasoned and aspiring entrepreneurs. **Why Attend?** * **Networking Opportunities:** Meet and connect with professionals across diverse yet interconnected fields. * **1-Minute Elevator Pitch** – Introduce yourself, share your expertise, and highlight collaboration or investment opportunities in a structured yet informal setting. * **Knowledge Sharing:** Learn from leaders and peers, and gain valuable insights that can propel your career or business forward. * **Collaboration and Growth:** Discover potential collaborations, partnerships, and ways to expand your professional network. * **Inspiration:** Get inspired by success stories and innovative ideas that are driving these industries. **Who Should Attend the event?** * **Female Professionals in Tech:** Women who are working in or aspiring to break into the tech industry, looking for mentorship, networking, and growth opportunities. * **Fintech Enthusiasts and Professionals:** Individuals working in or interested in financial technology, including startup founders, developers, investors, and those curious about the latest fintech trends. * **AI Innovators and Tech Buffs:** Professionals and students in the field of Artificial Intelligence, including AI developers, researchers, tech entrepreneurs, and enthusiasts keen on exploring the future of AI. * **Startup Founders and Team Members:** Entrepreneurs who are in the process of building a startup, as well as team members of existing startups looking for networking, collaboration, and learning opportunities. * **Aspiring Entrepreneurs:** Individuals who are considering starting their own business and looking to gain insights, find inspiration, and connect with potential mentors and collaborators. * **Investors and Venture Capitalists:** Those interested in investing in tech, fintech, AI startups, or looking for new, innovative ventures to fund and support. * **Business Consultants and Advisors:** Experts who provide guidance and advice in the tech, fintech, and startup sectors, looking to expand their network and knowledge. * **Academics and Researchers:** Individuals from academia who are studying or researching in these fields and are interested in the practical application of their work and industry trends. This diverse group of attendees ensures a dynamic and multifaceted networking event, full of potential for new insights, collaborations, and business development opportunities. This event promises to be a rich experience filled with engaging conversations, learning opportunities, and the chance to form lasting connections. Whether you are deeply entrenched in these fields or simply curious about them, this networking event is a must-attend! Join us to connect, share, and grow in an environment that celebrates innovation and entrepreneurship.