Understanding the OBBBA Act
Click here to pre-register!
Major tax changes are here, and knowing how to navigate them can make a real difference for both your personal finances and your business.
Join Tim Moy, Managing Partner at MBE CPAs, and Diane Payne, Partner at MBE CPAs, for an in-depth yet easy-to-understand breakdown of the OBBBA Act. This seminar will highlight the most important updates, what they mean for you, and how to take advantage of new opportunities created by the legislation.
What you’ll learn:
• Key tax changes impacting individual taxpayers, including lower income tax rates, increased standard deductions, and new deductions for working Americans
• Important updates for business owners, such as the permanent 20% Qualified Business Income (QBI) deduction, changes to bonus depreciation, and new employment-related provisions
• Practical strategies to maximize tax benefits under the new law
• How these changes affect real-world decision-making moving forward
Whether you’re an investor, business owner, or working professional, this session will help you cut through the noise and gain a clear, actionable understanding of the OBBBA Act—so you can plan with confidence and keep more of what you earn.
Speakers: Tim Moy & Diane Payne
Tim Moy, CPA is the Managing Partner of MBE CPAs. In this role, he not only directs the firm but also plays a fundamental part in advising business clients on how to achieve long-term success. Through thoughtful accounting and tax strategies, combined with real-world life experience, Tim helps clients navigate complex decisions. Helping people succeed is at the core of his passion and drives the impact he strives to make with every client relationship.
His personal mission is “to be his clients’ most trusted advisor.” Clients rely on Tim and the MBE professional family for guidance, planning, and execution as they work toward achieving their goals.
At heart, Tim is a serial entrepreneur. Through that experience, he quickly realized that accounting is the language of business. Accounting serves as a form of communication, reflecting both successes and failures and providing a clear way for businesses to keep score. A critical part of that score is taxes. Many entrepreneurs overlook how closely taxes are tied to measuring business success, yet managing them effectively should be a core component of every entrepreneur’s overall strategy.
Diane, EA, CFP® is a Partner at MBE CPAs with more than 30 years of experience in tax preparation, planning, and resolution. She holds designations as an IRS Enrolled Agent and Certified Financial Planner. Her work centers on the intersection of tax strategy and wealth management, where she serves high-net-worth families and real estate investors. With dual expertise in tax and financial planning, Diane ensures that every tax decision aligns with a broader financial roadmap, giving clients confidence that their legacy is secure and their returns are optimized.
She is committed to building strong, collaborative relationships and believes education and transparency are essential to helping clients actively participate in the planning process and clearly understand how each decision supports their long-term goals.
As a Partner at MBE CPAs, Diane is also passionate about mentoring professionals and advancing an advisory-driven model for individual tax services.
WiscoREIA's Madison Meeting Always Meets on the 2nd Monday of the month from
5:30 pm - 8:15 pm!
Hosts: Chris Hake & Ken Collins
Chris is the founder and visionary of the Madison Real Estate Investors Association (REIA), Master Investor Academy and JSS Mastery Partnership Program. Chris has decades of real estate investing experience and has seen (and smelled) more distressed properties than he cares to admit.
Chris has been a Madisonian for over 49 years and investing in the Madison real estate market for 30 years. Since doing his first house hack in 1994, he has been involved with 100's of house flips, 100’s of rentals, raised over 15 million dollars to fund those deals and had 1000's of students come through his local training and coaching programs. Chris has a master's degree in the school of hard knocks.
Between 2006-2010 Chris taught the Real Estate Investing course at Madison Area Technical College, which saw 100's of students come through his classes. In July 2012, Chris founded The Madison REIA and in July 2021 merged with Wisco REIA which now has 10 REIA locations across Wisconsin, bringing the combined membership to well over 500!
Chris's company Just Simple Storage, LLC owns ten facilities and manages 1000+ self-storage units in WI, IL and MI. Chris also started a commercial storage development company in 2024.
On a personal note, Chris and his wife, Suzanna, have three children, Tyler, Tanner and Trelan. He also has two dogs, Kona and Hemi. Chris loves classic muscle cars (Corvettes), all outdoor sports, especially golf, and fishing. As a husband, father, businessman, and real estate investor, Chris holds true to his core values and lives his Life and Business Vision plan.
Ken's journey began in the field of social work and psychotherapy, where he dedicated a decade to helping others navigate their personal challenges. Seeking new horizons, he transitioned into the tech industry, joining Hewlett-Packard. Over the next 24 years, he evolved from a Computer Engineer to a Global Project Manager, culminating in his leadership of the Global Sales Lead program, which under his stewardship generated nearly $1 billion in sales each year.
In 2016, Ken pivoted to real estate investing, initially employing the BRRRR (Buy, Rehab, Rent, Refinance, Repeat) method. Upon retiring from corporate life, he focused on creative deal structuring, mastering techniques like Subject-To (Sub2), Lease/Options, and Land Trusts. His portfolio includes over 50 Real Estate transactions in the last 8 years, ranging from mobile homes, single family and multifamily properties, showcasing his versatility and expertise in the real estate market.
Ken credits much of his real estate knowledge and sharpened skills to his active participation in the many WiscoREIA Madison education programs. Through joining their Coaching Program, completing the Blueprint course, and engaging in numerous educational opportunities including hands-on property tours and weekend training events from a variety of speakers sponsored by the REIA, Ken has continuously expanded his expertise in real estate.
Ken is renowned for his proficiency in lead generation and deal negotiation, leveraging a multitude of creative strategies to craft win-win scenarios in real estate. He now steps into his role as a coach for aspiring real estate investors, eager to share his knowledge and experience. He is always on the lookout for personal growth opportunities, being an active member of groups like Lifeonaire and the Generations of Wealth Mastermind group, which further fuel his passion for continuous learning and development.
With a life that beautifully blends family, community, technology, and real estate, Ken Collins is not just a coach but a mentor who understands the art of building wealth through real estate while maintaining a life of balance and fulfillment.
Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!
Our Agenda:
5:30 PM – Registration Check-In & Networking
• Informal networking with fellow investors
6:00 PM – Meeting Kickoff
• Welcome by Host and/or Co-Host
• WiscoREIA PowerPoint / announcements and updates
• Sponsor Introductions
• Haves & Wants – Share deals, services, and resources
6:30 PM – Deal Case Study
• Breakdown of a real deal with teachable moments (good, bad, ugly)
7:00 PM – Networking Breakouts
• Guest Orientation with Host
• Member & Sponsor general breakout for continued connection
7:15 PM – Main Presentation
• Host introduces Guest Speaker
8:15 PM – Closing Remarks
• Final thoughts and upcoming events
• Invitation to the "Meeting After the Meeting" for more networking
NEW Location:
Vintage Brewing Co. Madison
674 S Whitney Way
Madison, WI 53711
Please enjoy food, drinks, and TIP YOUR SERVERS!
The meeting ends at 8:15 PM, but we’ll continue with an informal after-meeting for anyone who’d like to stay.
You can stay after the meeting as well to network! Remember to bring your deals!
Our doors are open to EVERYONE!
***Make sure to pre-register - We are now Cashless***
Click here to pre-register!
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