Events

Stay updated on our upcoming events.

What's new?

Two major forces are shaping the financial landscape in 2026: evolving 1031 exchange rules and sweeping federal tax changes. In this joint session, Exeter 1031 Exchange Services and Robert Hall & Associates will break down what truly matters and how it impacts your strategy moving forward.

Part 1: What Really Qualifies in a 1031 Exchange

William “Bill” Exeter and Alineh Mouradian will clarify the core requirements for a successful exchange, including: - Like-kind and qualified use standards - Reinvestment requirements - 45-day and 180-day deadlines - Forward, reverse, and improvement exchanges - Selecting a qualified intermediary and avoiding compliance missteps

The focus is practical guidance, not theory, especially in today’s challenging market conditions.

Part 2: 10 Big Changes Under the New Tax Bill

Nicole Green of Robert Hall & Associates will unpack the most impactful provisions of the newly signed tax law and what they mean for individuals, real estate professionals, and business owners.

Learn which provisions are permanent, which are temporary, and what steps to consider before key rules phase out.

This session is designed for realtors, investors, business owners, and taxpayers who want clarity before making their next move.

It's always an honor to have Tyler Daigler from Marshall Reddick Real Estate talk about investing!

Buying investment property today is not what it was five years ago—and that’s a good thing, if you know how to navigate it. With higher interest rates, shifting rental trends, and tighter inventory in some markets, many investors are asking: Where should I buy? How do I still cash flow? What’s the smartest financing option right now?

Join us for a powerful, step-by-step presentation that breaks down exactly how to invest in 2026—from choosing the right market to structuring your deal for long-term success. Whether you're a first-time investor or looking to scale, this session will equip you with the clarity and tools to take action in today's market.

You’ll Learn:
- Where to invest in 2026: The top cash-flowing markets outside of California

- What to buy: Property types and classes that perform best in this economy

- How to run the numbers: Learn to evaluate deals and calculate returns like a pro

- How to finance smarter: From traditional loans to private and non-recourse options

- Why property management matters—and how to build a passive portfolio remotely

- What to know about risk, insurance, and asset protection in today’s environment

Plus, we’ll answer the questions every investor is asking right now: Can I still cash flow with rates this high? Is now really the right time to buy? Should I use my IRA or LLC to invest? How do I scale without overleveraging?

Best of all, you’ll have the chance to speak directly with Tyler Daigler, top Real Estate Advisor at Marshall Reddick—who will answer your questions and guide you one-on-one at no cost.

Please note: Robert Hall & Associates is hosting this event, but the presentation content will be delivered entirely by Marshall Reddick Real Estate.

Secrets to Creating 3 Paydays® per Deal Without Cash, Credit, or Banks,” a live online training led by Zachary Beach, a well-known real estate investor and mentor.

This training is for people who want to make money with real estate in a safe and steady way, without needing a lot of cash, good credit, or bank loans. It shows how smart investors build wealth that lasts, even when the market changes.

During this session, he will cover: - Creative financing - How to buy RE without cash credit or banks - How to buy on lease purchase, owner finance, subject to, assign out - How to sell on rent to own - How to utilize our federally trademarked 3 paydays® system to get cash now, monthly, and future profits - Case studies of recent deals

Please note: Robert Hall & Associates is hosting this event, but the presentation content will be delivered entirely by Smart Real Estate Coach.

Mark your calendar for February 3rd and join us for an engaging virtual panel session designed for investors who want to stay ahead in an evolving real estate landscape. This timely discussion brings together seasoned tax advisors, a cost segregation specialist, an innovative mortgage professional, and a landlord advocate to explore what it truly takes to succeed in 2026 and beyond.

As technology continues to reshape the industry, the panel will dive into how artificial intelligence is influencing real estate and lending decisions, and how investors can get ahead of the curve rather than react after the fact. You will also gain perspective on where investors are seeing the strongest return on effort and capital, helping you identify investment approaches that offer the best bang for your buck in today’s market.

Creativity remains a powerful advantage in real estate, and our discussion will highlight mortgage programs that support flexible and non-traditional strategies, opening doors that many investors overlook. The conversation will also take a practical look at flipping properties, examining when it makes sense, when it does not, and how current market conditions impact the true profitability of a flip.

Throughout the session, panelists will address common pitfalls, tax considerations, and strategic opportunities that can influence long-term outcomes, giving you a well-rounded view of the real estate investment environment heading into 2026.

This value-packed virtual event is free to attend and built for investors who want clarity, confidence, and smarter decision-making. Reserve your spot and position yourself for a stronger, more informed year in real estate.

Unlock clarity and confidence in your crypto tax reporting with a webinar that breaks down the essentials, from understanding taxable events to navigating the latest 2025 IRS updates, including the new 1099-DA. Our team will walk you through how crypto tax software really works, what it can’t do, how we address these issues, and the key takeaways you need to stay compliant and accurate. You’ll also get an inside look at our streamlined reconciliation process and be invited to schedule a complimentary discovery call to address your personal tax situation one-on-one.

- Understanding the fundamentals of crypto taxation
- How to get the most out of crypto tax software
- What the new 1099-DA and 2025 IRS updates mean for you
- Key insights to simplify reporting and avoid costly mistakes
- A walkthrough of our proven reconciliation and filing process
- Opportunity to schedule a free one-on-one consultation

Join us live and ensure your 2025 crypto filings are accurate, compliant, and stress-free.
Please note: Robert Hall & Associates is hosting this event, but the presentation content will be delivered entirely by Count On Sheep.

This is your chance to learn how to buy and hold fully-renovated rental properties with tenants and local property management already in place, so you don't have to be the landlord or the rehabber or live near the property.

Hosted by Robert Hall & Associates, this live training will be led by Matt Bowles from Maverick Investor Group, who will walk you through:

1) Why residential investment property is a “multi-dimensional asset class”
2) How to identify “investor-advantaged” U.S. real estate markets
3) 4 reasons to buy “turn-key” rental properties
4) How to conduct due diligence on out-of-state properties
5) How to avoid the #1 mistake real estate investors are making right now

Please note: Robert Hall & Associates is hosting this event, but the presentation content will be delivered entirely by Maverick Investor Group.

A sweeping new tax law — known as “The Big Beautiful Bill” — has officially been signed into law, bringing with it 10 major changes that are set to reshape the tax landscape for individuals, families, and businesses alike. From expanded deductions to sunset clauses and planning strategies, and how they could affect your income, estate planning, and real estate investments.

Get an in-depth breakdown of the bill and expert insights where we’ll highlight what’s in the legislation, and also tackle real questions investors are asking right now.

Join Tony Watson, Tax Advisor at Robert Hall & Associates, as he unpacks how these updates will impact your portfolio, clients, and bottom line.

This webinar is hosted by Marshall Reddick, so you'll also hear Vince Tomich, their top Real Estate Advisor, discuss key investor questions. This is a must-attend session for those looking to stay ahead of the curve and make informed decisions before key provisions begin to phase out.

Big changes are here. “The Big Beautiful Bill” has officially been signed into law, introducing 10 sweeping updates that will reshape how you earn, invest, and plan. From expanded deductions to sunset clauses, Tax Advisor Tony Watson of Robert Hall & Associates will break down exactly what these changes mean for you — especially if you’re a real estate investor, agent, or business owner.

Additionally, the lending landscape is rapidly evolving. Daniel Arias, Senior Mortgage Banker at We Fund LA, will share critical updates on rising home costs, the FICO vs. Vantage Score debate, and what the future may hold for crypto-backed mortgages.

If you want to stay ahead in both tax and real estate strategy, this is your roadmap.Big changes are here. “The Big Beautiful Bill” has officially been signed into law, introducing 10 sweeping updates that will reshape how you earn, invest, and plan. From expanded deductions to sunset clauses, Tax Advisor Tony Watson of Robert Hall & Associates will break down exactly what these changes mean for you — especially if you’re a real estate investor, agent, or business owner.

Additionally, the lending landscape is rapidly evolving. Daniel Arias, Senior Mortgage Banker at We Fund LA, will share critical updates on rising home costs, the FICO vs. Vantage Score debate, and what the future may hold for crypto-backed mortgages.

If you want to stay ahead in both tax and real estate strategy, this is your roadmap.

Previous Events

In today's world of TikTok tax hacks and viral Instagram advice, misinformation spreads fast — but it can cost you even faster. Join Tony Watson, Tax Advisor at Robert Hall & Associates, for a hard-hitting webinar where we separate fact from fiction.

Tony will debunk the 5 most common tax myths circulating on social media — from vehicle write-offs to hiring your kids — and explain how to safely structure your tax strategy while staying fully compliant with the IRS.

If you're a small business owner or real estate investor, this webinar will empower you with the real rules, the real risks, and the real opportunities that trending influencers often get wrong.

Don’t risk an IRS audit by following bad advice. Learn what works, what doesn’t, and how to maximize your tax savings the right way.

Join us on June 26th for a powerful two-part webinar designed to equip real estate investors with both market intelligence and tax-saving strategies to thrive in today’s multifamily landscape.

First, get the data advantage with Jeffrey Isenberg, Investor Sales Agent & Multifamily Specialist at Buckingham Investments. Jeffrey will unpack the latest Q1 2025 data, comparing 2–4 unit vs. 5+ unit properties, and analyzing historical cap rates and GRMs to help you make smarter investment decisions. Learn which asset classes are shifting, which trends are emerging, and how to position your portfolio for success.

Then, unlock powerful tax strategies with Tony Watson, Tax Advisor at Robert Hall & Associates. From depreciation and 1031 exchanges to audit red flags and 2025 tax law changes, Tony will show you how to keep more of your income and avoid costly tax mistakes.

Whether you're actively investing or planning your next move, this webinar is your roadmap to maximizing return and minimizing risk in 2025 and beyond.

We’re proud to co-host and introduce the outstanding team from Marshall Reddick Real Estate as they share valuable insights on maximizing rental property returns through professional property management.

Managing rental properties successfully requires more than just finding tenants — it takes strategic planning, proactive management, and the right professional support. During this information-packed seminar, the Marshall Reddick Real Estate team will cover how hiring the right property manager can significantly boost your ROI, minimize vacancies and maintenance issues, and protect your investment. Whether you already own rental property or are planning to, you’ll walk away with actionable tips on tenant screening, property management best practices, and how to find the best rental markets to maximize your returns.

Maximize your 2025 savings with a Solo 401k! We’ll dive into how to jailbreak your 401k, significantly reduce your tax liability, and create a tax-free income stream at retirement.

Checkbook-controlled plans, such as Solo 401k and Self-Directed IRAs, provide immense flexibility, but navigating IRS rules and staying compliant is critical. In this comprehensive session, you’ll discover how to take control of your retirement.

Don't miss out to hear from Brett Synicky, Solo 401k and Self-Directed IRA Consultant at Sense Financial Services.

The event will be introduced by Charles Averhart-Collins, who will welcome Robert Hall & Associates clients and set the stage for this enlightening discussion.

No one chooses to retire poor, or even with just the essentials to get by. Yet millions of Americans miss the opportunity to change the course of their financial future because they don't know their options. It's time to arm yourself with the facts!

Statistically, nearly half of all retirement account holdings are invested in mutual funds managed by professional investment advisors. Unfortunately, about 80% of all mutual funds historically have underperformed the stock market after accounting for the heavy fees charged by actively managed funds. For the small percentage of investors who manage to beat the odds and enjoy better-than-average growth in their investments, the IRS waits on the horizon to collect its chunk of the profits.

Remember, absolutely no one cares about your financial future as much as you do! Now is the time to take control and seek proven investments outside of the status quo offerings of professional asset managers that limit growth.

Join this webinar to hear from Brett Synicky, SD IRA / Solo 401k Consultant at Sense Financial Services LLC, to learn how you can be in control over your retirement account!

The event will be introduced by Charles Averhart-Collins, who will welcome Robert Hall & Associates clients and set the stage for this enlightening discussion.

Are you a real estate investor in Southern California looking to navigate the complexities of shared property ownership while maximizing returns? Are you ready to explore strategies that ensure your investments align with your family's long-term goals? Join us for an exclusive webinar featuring Will Tiao, Founder of Tiao Properties. This session will delve into the fundamentals and advanced strategies surrounding Tenants in Common (TIC) ownership. Gain valuable insights into managing shared property investments and learn how to minimize risks while maximizing rewards.

(This is a rescheduled event from January due to the LA wildfires)

Mark your calendar for February 11th 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!

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!