About the Doors, Deals, and Dollars Series

Each month, we unpack one key topic every multifamily investor needs to know — from tax strategies to financing tools, to risk management and investor protections. Whether you’re just starting out or a seasoned investor, this series equips you with actionable insights to grow and protect your wealth.

This Month's Topic:

"The Hidden Side of Real Estate Profits: Tax Deferral Strategies Every Investor Should Know"
with Matt Jones with The Jones Group CPA & Advisory

OCTOBER 30TH AT 4 PM PST | 7 PM EST

This month’s Doors, Deals, & Dollars webinar pulls back the curtain on tax deferral strategies that can dramatically impact your long-term returns.Our guest expert, Matt Jones, Managing Principal of The Jones Group CPA & Advisory, will unpack critical insights every investor should know, including:

1. 1031 Exchanges — and how “mortgage boot” can unexpectedly trigger taxable gain

 2. Self-Directed IRAs (SDIRAs) — understanding UBIT/UDFI and their impact on leveraged investments

 3. Bonus Depreciation & Depreciation Recapture — what really happens when you sell

 4. The biggest tax pitfalls investors overlook (and how to avoid them before it’s too late)

Matt brings years of experience from CliftonLarsonAllen (CLA), one of the nation’s top public accounting firms, where he specialized in real estate tax. Today, he and his team help investors, entrepreneurs, and business owners build smarter tax strategies through comprehensive CPA and advisory services.

At Doors, Deals, & Dollars, our mission is to bring transparency to the financial side of investing — empowering investors with the knowledge to make informed, strategic decisions.

Meet the Presenters

GUEST SPEAKER

Matt jones

Matt Jones is the Managing Principal of The Jones Group CPA and Advisory, a full service CPA firm performing bookkeeping, tax preparation, tax advisory, and outsourced CFO services. They serve anyone from high net-worth investors to NIL athletes, to closely held businesses, and brand-new entrepreneurs. With years of experience working for a top 10 public accounting firm CliftonLarsonAllen specializing on the real estate tax department, Matt is well versed in applying US tax code to real estate transactions. Matt’s mission is to equip you with the tools you need to make the most educated and informed decisions on your financial, business, and tax situation.

Outside of work, Matt loves to exercise and break a sweat. On weekends you can catch him shooting a cooking YouTube video or watching football.

The Jones Group CPA & Advisory

Host

Tiffany Lundt

Tiffany Lundt, Founder & Managing Principal of LuxEquity Capital, brings nearly 20 years of expertise in commercial banking and lending to the world of real estate investing. She combines deep financial insight with a sharp understanding of market trends to design investment strategies that maximize returns and mitigate risk. Tiffany is known for skillfully managing complex transactions end to end, working seamlessly with legal, financial, and property teams to ensure efficient closings. Motivated by her mission to elevate communities, she channels her experience into creating impactful, value-driven multifamily investments.

LuxEquity Capital

Co-host

Carla Cordoves

Carla Cordoves, a managing member at Gold Moon Capital, brings over a decade of real estate and stakeholder management experience. Her journey began at 23 with her first home purchase, evolving to include short-term rentals before she found her calling in multifamily properties. Carla's international background and fluency in three languages provides a "big picture" perspective on enhancing residential value for investors.

Gold Moon Capital

PAST WEBINARS

SEPTEMBER 2025:
1031 Exchange & DST Strategies for Multifamily Investors

Learn how to use 1031 Exchanges and Delaware Statutory Trusts (DSTs) to maximize returns and transition between multifamily assets tax-efficiently.

AUGUST 2025:
The Future of Multifamily Properties - AI &Tech

How to leverage AI and emerging technologies to optimize operations, enhance efficiency, and increase profitability in multifamily real estate.

JULY 2025:
Tax Strategies Every Multifamily Investor Should Know

Learn how to reduce your tax liability and increase cash flow through smart tax strategies designed for multifamily investors.

MAY 2025:
How to Use Self-Directed IRAs For Multifamily Investments

Discover how Self-Directed IRAs can open the door to multifamily real estate investing—helping you build wealth while keeping your retirement dollars tax-deferred.

APRIL 2025:
Unlocking the Power of 1031 Exchanges in Multifamily Investing

Discover how 1031 Exchanges can help multifamily investors transition between properties tax-efficiently while maximizing growth potential.

MARCH 2025:
Supercharge Your Tax Savings with Cost Segregation & Bonus Depreciation

How strategic use of Cost Segregation and Bonus Depreciation can help investors minimize taxes, boost cash flow, and enhance portfolio performance.

FEBRUARY 2025:
Multifamily Investing Simplified

Discover the fundamentals of multifamily investing and how it can serve as a powerful vehicle for wealth and financial security.

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