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August 5th (San Francisco) and August 12th (San Mateo)

Real Estate Trifecta - Expert CPA, Attorney & Property Manager–One day event-SF

We have been able to line up an amazing line of presenters for a deep dive, no fluff, practical, useful event for our members. It will be a full day where you’ll be able to get answers to many of your questions from expert CPA, Real Estate Attorney and Property Manager. This is a rare opportunity to meet these experts, get advice, get your questions answered and network with other fellow investors.

To make it easy for you, we are hosting this event on two days and in two locations, San Francisco and San Mateo.

August 5th, Saturday: NY Life, 425 Market St, San Francisco

August 12th, Saturday: NY Life, 2121 S. El Camino Real, Suite 1200, San Mateo

Samy Basta, CPA (


Samy Basta is the managing director and founder of Unisource Financial Group, he brings more than 20 years in tax, financial and business consulting to this role.  Samy’s practice focuses on consulting with privately-held companies in the areas of financial planning and tax services in a wide range of areas, including tax saving strategies, tax return compliance and advisory services, choice of entity.  His emphasis is in the area of financial planning, working with clients to improve the quality and usefulness of their resources. Samy also provides technical support on complex tax issues, as well as helps solving tax problem and IRS audit representation.

Any serious real estate investor will not want to miss what he has to present. He will deliver content focused especially for real estate investors.

Attorney Scott Okamoto (


The Law Office of Scott T. Okamoto focuses solely on real estate, offering a wide array of legal services, including residential and commercial landlord-tenant disputes; purchase and sale; and boundary, neighbor, and co-owner disputes. Scott will deliver content to teach basics of litigation protection for real estate investors.

Alexandra Moari, Loan Officer and Property Manager


Alexandra is a highly skilled and extremely knowledgeable San Francisco Property Manager with over 12 years of experience in dealing with all aspects of property management. This will be your opportunity to learn from one of the best and ask any questions that you may have related to property management.


9:00 to 10:30 AM: Samy Basta Presentation

10:30 AM to Noon: Scott Okamoto Presentation

Noon to 12:30: Lunch

12:30 to 2:00 Alexandra Maori Presentation

2:00 PM to 3:00 Q&A & Networking

Cost: Free - Thank you to our sponsors

Lunch will be provided

This event is sponsored by Bardia Hariri of NY Life and Topstone Investment. Thank you both!

I hope that many of you will take advantage of this event to come and learn and get answers to your questions from the experts that we have assembled. A $1,200 Value for $79 to $99. There will be no selling. This is purely educational.

Got questions?? Send me an email

Hope to see many of you! Happy Investing.

Bobby Sharma