Real Estate Tax Strategies
About this Event
Light Breakfast Provided.
This event is child-friendly.
Meet Your Speakers:
Geraldine Serrano
Known to her clients as "The Cost Seg Queen," Geraldine Serrano is a leading authority in cost segregation consulting and specialized tax strategy. She has well over a decade of experience helping real estate investors, property owners, business advisors, and CPAs maximize cash flow through sophisticated tax planning. Her expertise spans cost segregation studies that accelerate depreciation on constructed, purchased, expanded, or remodeled properties, as well as R&D tax credits that reduce federal income tax liability and offset W-2 payroll costs.
Geraldine regularly presents to CPAs, real estate brokers, bankers, attorneys, financial advisors, and investors, translating complex tax strategies into clear, actionable insights. Her written work has appeared in numerous professional real estate publications, and she's widely recognized as a trusted advisor for cost segregation studies, R&D tax credits, and advanced tax planning.
A short-term rental property owner herself, Geraldine has a vested interest in residential rental real estate and brings firsthand investor perspective to the strategies she teaches. A Bay Area native, she brings the same bold, fearless energy to tax innovation that she brings to her favorite pastimes including bobsledding, sandboarding, snowkiting, and land sailing.
Robert Yadao
Tax Manager, Partner at Murphy, Murphy, & Murphy, CPAs
Robert is a Partner at Murphy, Murphy, & Murphy, CPAs, where he specializes in tax strategy and planning. With deep expertise in navigating IRS guidelines, he helps clients maximize deductions and minimize tax liability through smart, compliant real estate strategies.
Brought to you by Antonio Sears, REALTOR® & Gina Oddo, REALTOR®
Where is it happening?
Event Location & Nearby Stays:
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