Green Bay Sponsors:
Contact Name: Deron Andre
Broyer Home Repair
Contact Name: Tony Broullire
Executive Mortgage: For the past 20 years, Tony has worked in the mortgage industry and has helped hundreds of individuals with their home and investment financing. While lending is a rewarding endeavor, Tony is always looking for bigger and better challenges. Tony and his brothers have a large portfolio of rentals and have flipped many houses. Tony loves to put together creative deals and he uses his decades of experience in lending and real estate to do it. Creative real estate lights a fire in Tony that makes him excited to go to work every day. Tony truly wants to work with you to help you successfully invest in real estate.
Contact Name: Tony Broullire
Principal Property Services LLC:
Schenck: Schenck is a full-service regional accounting and consulting firm. The firm has more than 600 team members who serve clients from eight locations in Wisconsin. As one of the larger CPA firms in the United States, Schenck provides a full range of services including accounting & assurance, tax, business consulting, human resources consulting, information technology, retirement planning, wealth advisory and payroll solutions for businesses, government and not-for-profit organizations, and individuals.
Contact Name: Ryan Sonnenberg
Contact Name: Andrew Horan
Erik Hosking Insurance
Contact Name: Erik Hosking
Integrity in Tax & Accounting LLC: Tina Kleckner of Integrity Tax & Accounting, LLC specializes in tax consulting, planning, preparation, and resolution. Tina has earned the IRS designation of Enrolled Agent, which means she can represent clients before all administrative levels of the IRS for audits, collections and appeals. Tina has spent numerous hours researching the Internal Revenue Code and coaching tax professionals and clients in the Real Estate Profession. Tina has prior experience as a Federal Tax Researcher for a national tax organization providing guidance to tax pro's, writing articles, and updating education materials.
Tina has a Bachelor's of Art Degree in Accounting from Lakeland College, Sheboygan, WI.
At Integrity in Tax & Accounting, LLC, we treat all clients equally and fairly. We provide outstanding customer service, thoroughly answer and explain questions, and believe in giving back to our local community by donating tax season dollars to local animal rescues/shelters. We currently have many clients who are in the Real Estate Profession including Realtors, Flippers, and Developers. In addition, many of our clients have rental properties with one client having approximately 160 properties. We can assist you in the following areas:
- Meeting the "Real Estate Professional" criteria per IRS
- Defining Real Property Trades or Business & the appropriate entity formation
- Structure a 1031 like-kind exchange to defer the gain & ensure requirements that are met
- Internal Revenue Code and IRS guidelines and tax law for Real Estate Professionals
- Tax Planning for the New Tax Law
- New Deduction - Sec. 199A Qualified Business Income
- Communicate and Represent on your behald with the IRS (or State taxing authority) in the event of an IRS may audit, challenge, dispute, collection, appeal.
- Rental Activities
- Bookkeeping/Payroll Services
- Free Review of Prior Year's Tax Returns (2 years)
Whether you have been involved in this industry for years or just beginning, we can help with all your tax questions as you purchase, sell, flip, remodel, or rent real estate.
All WiscoREIA Members that utilize our services will receive an initial $25 Home Depot card. Members can also earn additional Home Depot cards for referrals of clients outside of the WiscoREIA Network.
Contact Name: Tina Kleckner
N.E.W. Cashflow Club: Mitch Nonn along with his wife Amber started the N.E.W. (Northeast Wisconsin) Cashflow Club. Cashflow is a game created by Robert Kyosaki who authored Rich Dad Poor Dad to train people to think differently about money. The N.E.W. Cashflow Club seeks to develop a group of like minded individuals who come together monthly to learn how to develop passive income through playing Cashflow, networking and supporting each other. Amber runs their real estate business while Mitch works in finance teaching people how to get out of the rat race.
Principal Property Services LLC:
Email: Kenosha Sponsors:
Providence Home Lending: Our focus on client service since our early beginnings has helped us become Wisconsin's premier lending resource for people and families. Whether you are buying a home, refinancing your loan, or need to consider your mortgage options, we can help-and do so in just about every financial situation that you can imagine. No matter if your credit is "perfect," "challenged," or in between, we will help you find more financing options for your particular situation. Providence Home Lending has helped literally thousands of Wisconsinites fulfill their dreams, improve their finances, and live happier lives through the work of our mortgage professionals.
How Do We Do It?
Your best chance at obtaining your lowest-cost home is right here at Providence Home Lending. Our experience, reputation, and longevity in the industry give you both safety and the lowest mortgage rates available in the market.
Our primary focus is upon building a relationship with you, not just "selling" you a loan. We understand that your financing needs will change as your family grows or your career progresses. We want to be part of the growth and prosperity. This vision of honesty and commitment is a core belief of our company, and its success is evident in what our clients tell us. Many of them have become lifelong Providence Home Lending Advocates.
At Providence Home Lending we take a long-term analytical approach to your financial life. We are not only experts at finding you the best home loan at the best rates and the lowest closing costs; we will also show you ways to optimize your financial situation, such as using home equity to reduce debt, buy other properties, invest in a business, or purchase a home with little down payment.
Here are some of the mortgage loan programs that we offer:
- First-Time Home Buyer
- Veterans (VA) Loans
- State (WHEDA) Loans
- Federal (FHA) Loans
- USDA Rural Housing Loans
- Jumbo Loans
- Debt Consolidation Loans
Jeff Sizemore: With financial services experience beginning in 1992, Jeff is especially an expert in integrating mortgage planning into the long-term financial goals of his clients. Jeff has a degree in Business Administration from Manchester University, and says he joined Providence Home Lending because he loves to help people realize their dreams of home ownership and financial security. Jeff hails from Chicago, and has lived in Milwaukee since 2002.
Contact Name: Jeff Sizemore
Scott Cook Insurance Agency, INC: Serving Southeastern Wisconsin for more than 20 years, Scott Cook Insurance Agency can help you navigate that sometimes overwhelming world of Insurance.
By working with the premier insurance providers we can offer you a unique set of options at many price and coverage levels for insuring all of the aspects of your life that you treasure. Contact us today to start your journey to a secure tomorrow.
Contact Name: Scott Cook
Summit Title LDS: At Summit LDS real estate title and closing services, we pride ourselves on providing service at the highest level of customer care. With our local staff in the Milwaukee area and through a network of experienced closers throughout the State of Wisconsin, we are able to accomodate the customer almost any time and in any place.
Our title examiners are certified by the Wisconsin Land Title Association and have experience in all types of title search and examination. With relationships in each of the 72 counties of Wisconsin, we provide fast, accurate title commitment for your real estate transaction. If title issues occur during the search, our experienced staff will also offer assistance to resolve the problem.
The three benchmarks of performance for Summit LDS are:
- Accurate title commitments and delivered in a timely manner
- Flexible closings at the convenience of the customer
- Title policies issued within 30 days of document recordings
Connie Lance: Connie Lance started her career in real estate at the age of 18. Twenty nine years later she continues her journey with added experience as a lender, mortgage broker, and closing agent.
Contact Name: Connie Lance
Phone: 414-257-3890 ext. 107
Contact Name: John Newland