Sponsors

Cost Segregation Consultants
CSI is a best of breed specialty real estate services firm. Our primary focus is providing cost segregation studies in compliance with IRS guidelines. We do not practice as CPA’s. We do not prepare tax returns and we are not performing an accounting study. What we are doing is analyzing your real estate project, by breaking down blueprints, as-built drawings and cost data, to determine which elements can be converted to personal property categories, in compliance with the tax code, thus depreciable over a much shorter lifetime. These and other comprehensive cash-flow solutions are designed for developers, investors, owner users and financiers of commercial real estate across the United States. Our firm is comprised of individuals not only experienced in cost segregation, but with many years of experience as tax advisors, financial officers, consulting engineers, construction cost estimators, and real estate developers.

While we provide engineered cost segregation, working with you, your CPA firm, and other tax, legal and business advisors, our work is not just an after-the-fact service. We are recognized and called on to develop strategies and implement solutions that dramatically increase net cash flow. As such, we play an integral part in pre- and post-development, acquisition and ongoing management decisions that positively impact your bottom line. Contact Joel Grushkin at 858.922.1037 or email him at jgrushkin@costseganalysts.com for more information. Visit costseganalysts.com for more information.


The Foundry specializes in the taxation of digital assets or cryptocurrencies. Their mission is to save their clients money and give them peace of mind that their trading activity has been accurately reported to the IRS. They are passionate about digital assets and are strong advocates of a decentralized financial system.

The Foundry works closely with our clients to help them obtain a complete transaction history which is then used to generate the IRS forms necessary to properly report crypto activity. Their team consists of qualified CPAs that can file your completed tax return once the reconciliation is complete.

To inquire about The Foundry’s consulting services please contact us at 858.255.0492 or email us at hello@foundrydigitalassets.com.


Family Office Servicse for Financial Planners and CPAsThe Lombardi Family Office redefines the concept of the Family Office. We combine the traditional and the virtual, thereby creating a “Modern Family Office.” This way, more professionals can offer the Family Office Experience, so more families will be able to enjoy the benefits of a leveraged Family Office experience and have the opportunity to live the life they were created to live — a more intimate, impactful and significant life!

We do this to dramatically change the way business gets done in order that the families involved may enjoy the journey of their affluence and the significance of their lives Contact Anthony Lombardi at 760.602.0861 or email him at alombardi@teamlombardi.com for more information. Visit Team Lombardi for more information.


Estates, Taxation, CPAsOur mission is to provide the highest quality forward planning services, giving businesses and high-net-worth individuals clear, actionable information that helps you achieve your goals.

We offer all the compliance, audit, tax, and other accounting services you expect–and a level of strategic planning you’re unlikely to find anywhere else. Instead of simply viewing personal and business data solely through the prism of the past, we use that information to help you plot a course for the future.

Contact Paul Polito or Don Eppich at 760.599.9900. Paul Polito is at pmp@politoeppich.com; Don is at dpe@politoeppich.com, or you can visit them online at politoeppich.com.


San Diego financial services for businessesSignature Analytics provides financial services for businesses including Financial Consulting, Outsourced Accounting, Temporary Staffing, and Permanent Placement Services. All of our services are managed by experienced financial professionals with extensive backgrounds in public accounting to ensure that the services being provided are of the utmost quality. In addition, you will receive customized and timely reporting, direct and instant lines of communication, and the tools needed to make educated decisions based on thorough analysis. We leverage proven processes, technology, and people to offer a superior service at a price structure that works for your business.

Contact Jason Kruger at 858.228.5643 or email him at jason@signatureanalytics.com. Our visit signatureanalytics.com for more information.


geiger-logoThe Geiger Law Office is an estate and business planning law firm in Carlsbad, CA. Brenda Geiger is a trusts and estates lawyer. Ms. Geiger graduated from the University of San Diego School of Law where she served as an editor of the San Diego International Law Journal and published a scholarly paper in the Law Journal. Me. Geiger is also a published author of many articles and three books on California Estate Planning, Elder Law Planning and Business Planning. Safeguarding the Nest, a California Estate Planning Guide, Third Edition and How to Avoid the Catastrophic Costs and Effects of Long Term Care, a California Elder Law Guide

You can reach Ms. Geiger’s office at (760) 448-2220


elm-logo-blackElite Lifestyle Management is a members-only lifestyle management + luxury concierge service firm. ELM is the preferred service of those with the means to enjoy life’s luxuries who also desire more time to experience them. Whether it’s for business or pleasure, their private membership and corporate services are designed so that everything is catered to their Members’ preferred level of assistance and tailored to their personal requirements.

An ELM Concierge is available to assist members at any time of day from last minute restaurant reservations and gifts, travel itineraries, property searches or simple errands. ELM’s expert concierge team, along with their vast supplier network, are an unparalleled asset for corporations wishing to grow a sustainable loyalty solution.


Seniors Advocacy GroupTheir Mission is educate, empower, and inspire elder citizens and all the people who love and serve them to help identify and prevent financial elder abuse. For information on how to help this cause please visit Senior Safe & Sound.


Nestled along historic highway 101 in sunny Solana Beach, California, Solana Beach Coffee Company has been serving locals and visitors for nearly two decades. Our coffee company seeks to provide delicious handcrafted coffee and food, as well as serve as a space for the community to gather. {MAP IT}