Recently attended the 2018 Financial Tactics Brunch , which asked that you listen/watch the 2017 brunch stream-able on Amazon Prime. 2017 started with an introduction from Bruce Norris of The Norris Group -touching on how the most important word in Real Estate is: Timing . Next up was Karen with uDirect IRA ; speaking about how self-directed IRA’s work. After was Matt and Amanda with Keystone CPA ; speaking about what you can deduct and possible changes that were to come up with the 2018 tax code change. Next speaker was Harry with Barth Calderon ; speaking about asset protection. Last to speak was Bill with Exeter 1031 Exchange ; speaking on some of the nuance’s of 1031 exchanges. Lastly was a panel, made up of all the above speakers-starting with Bruce Norris leading the Q&A, eventually leading to the audience asking questions. 2018 Financial Tactics Brunch Held at the Segerstrom Center in Costa Mesa-now for its 8th year-The brunch started with complimentary breakfast and ...