Tax Implications in Real Estate: Training / Education Join Us
We would like to invite you to Red Hill Country Club in Rancho Cucamonga on February 16th at 10:00am for a must-attend event with our prized guest speakers Tax Attorney, Tony Vienna (bio below) and Tom Bernath, our Chief Title Office (bio below). We will be covering the topic of Tax Implications in Real Estate and will be sharing valuable knowledge that you will not want to miss. Not only do we think that this information will be highly valuable for you, but it will be worth sharing with YOUR clients as well.
Join us for a morning at the lovely Red Hill Country Club for this informative event. Team Title Guy takes great pride in making sure that our clients are the absolute best informed in the marketplace, and it’s through events like this that we prove that Knowledge is Power!
Please RSVP to Ryan Orr orRon Romero of Team Title Guy; we can be contacted by email or phone directly! You can also RSVP on our TTG Facebook Page!
Ron: Ron.Romero@ticortitle.com or (951)509-5281 Or Team Title Guy Facebook Page here: TTG Facebook Page
About Anthony M. Vienna: ANTHONY M. VIENNA practices tax and business law in Southern California. He is a graduate of the University of Southern California School of Law where he received a Juris Doctorate Degree. He was admitted to the California State Bar immediately following graduation from law school and has practiced as a tax, estate planning and general business lawyer ever since. Mr. Vienna is licensed as a Certified Public Accountant and practiced as an accountant for two years. He is also a former Revenue Agent and Estate Tax Examiner for the Internal Revenue Service. He has had a variety of experiences in public accounting and private law practice. He has written extensively in the general field of taxation and, and has been a lecturer in the Masters of Business Taxation Program of the U.S.C. Graduate School of Business, a lecturer for American Management Association, a speaker for the U.S.C. Tax Institute and a speaker before various professional and business associations.
Mr. Vienna’s practice has historically included a wide range of tax matters, business transactions and estate planning involving transfers of businesses and real estate interests including establishing and maintaining limited liability companies, irrevocable life insurance trusts, and other strategies.
About Tom Bernath: Tom Bernath’s extensive title experience is a reflection of his commitment to the industry. “I’ve been in title nearly all my professional life,” he reveals. “My parents were in real estate; it’s in my blood.”
He launched his career with Ticor Title over two decades ago, then went on to explore professional opportunities that included founding his own claims resolution company. But with a return to Ticor in 2010 as an operations manager, he brings a wealth of knowledge and an intimate understanding of how the title process integrates into real estate transactions as a whole. During a transitional phase for the industry, says Tom, experience like his is a tremendous asset. “I had the great opportunity to learn from veteran title professionals who boasted incredible knowledge,” he explains. “Many of these individuals have retired, and the opportunity to apply the skills and information I gleaned from them has boosted my ability to better serve our diverse clientele.”
His customer-centric approach has enabled Tom to cultivate solid industry relationships; not only does he work closely with Ticor Title personnel including title officers, assistants and sales representatives, but he also communicates directly with real estate professionals who trust his expertise. Dedicated to upholding Ticor’s promise to deliver exceptional and knowledgeable care, Tom pursues ongoing education through a host of channels. “I believe that you can never stop learning,” he reveals. “I want to maintain a position at the forefront of our industry, and never to find myself having to catch up.” He readily shares his knowledge, noting, “By knowing the trends, changes and developments that are impacting title and the real estate business as a whole, I am better able to prepare our sales representatives to address issues with their clients.” Tom adds that he has been tapped to speak to professional Realtor® and escrow associations, addressing industry happenings and explaining the way title works. “It’s an interesting business,” he reflects. “Unless you’re in it, you never really know how complex the title process is.”
Tom appreciates the opportunity to continue his career with Ticor Title, a firm that offers a unique model and exceptional level of client care. “We have a local presence, with in-house teams that include underwriting,” he says. “This allows us to be incredibly responsive to our clients’ needs, and to provide them with the knowledge that is necessary to handle a range of real estate transactions.” He adds, “As a member of the Fidelity National Financial group, we are also tapped into a worldwide presence that has earned recognition as one of the largest title insurance providers in the world.”