Advanta IRA – Tampa Bay Area

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Advanta IRA – Tampa Bay Area

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13191 Starkey Road, Suite 2
Largo, 33773 United States

July 2019

Lunch Seminar – Using the Best Recordkeeping Strategies for Your Rentals (Tampa Bay)

July 26 @ 12:00 pm - 1:30 pm
Advanta IRA – Tampa Bay Area, 13191 Starkey Road, Suite 2
Largo, 33773 United States
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Many people turn to the world of real estate investing when looking to diversify their IRA accounts. There are many different techniques you can use to acquire real estate in an IRA and many different ways that real estate can bring value and a return back to your account.

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Lunch Seminar

If you own rental real estate, you know how important it is to keep accurate records for your properties. How are you recordkeeping for your rentals? Join us for this seminar with guest, Lori Hornby, CPA, as she walks us through the essentials for recordkeeping using Quickbooks for rentals. She will discuss how to create classes to match your rental properties, how to track money coming in and out, how to run and memorize reports to view your rental’s performance and more.

Larissa Greene of Advanta IRA will also cover how to buy rental property through an IRA and will give some insight as to different ways to hold that property. Larissa will discuss how Advanta handles recordkeeping for our clients and also discuss how you can get greater control (and greater responsibility) by using an LLC or trust.

Event Details

DATE: Friday, July 26, 2019
TIME: 12:00 pm – 1:30 pm
LOCATION: 13191 Starkey Road, Suite #2  Largo, FL 33773



About the Presenter

Lory Hornby, PA, CPA, owns her own firm and has been a CPA for over 25 years. She handles accounting, auditing, business consulting, income tax and computer consulting for her clients. She has been a QuickBooks Pro Advisor since 1999. Lori graduated from the University of Florida with a Bachelor of Science degree in accounting and from the University of South Florida with a Masters degree in taxation