Don't rely on social media for your news! Find out now about the tax changes impacting agents for 2025 & 2026. Learn how to best prepare for the current tax season and make your accounting and tax processes a breeze.
Takeaways:
· Understand the recent tax changes affecting agents.
· Explore ways to make the most of the current tax season.
· Know what you can do to best position yourself for the next tax cycle.
Add On Session; 45-60 minutes;

Can I save taxes by running my real estate business as a Limited Liability Company (LLC)? What about an S-Corporation? Join us in this session so you can stop relying on internet communities for your tax advice and finally get a definitive answer. Spoiler alert, there is no one size fits all solution, come find out which entity will maximize your tax savings. Takeaways: · Identify the specific tax advantages for each entity type.
· Understand the regulatory requirements and hidden costs of business entities.
· Determine the best entity type for maximum tax savings based on specific real estate business activities.
1-2 hours; may be combined with other sessions

Are you confused or intimidated by all the seemingly random letters and numbers of retirement account plans: IRA, ROTH, 401K, SEP? Join us to demystify the acronyms and break down the advantages and restrictions of each plan type. Leave knowing exactly which plans will work for you and the steps you need to take to get started.
Takeaways:
· Understand the retirement plans available to agents.
· Find out how each option can save taxes now or in the future.
· Determine which plan is best for you and exactly how to get started.
Add On Session; 45-60 minutes;

It's not what you Earn, it's what you Keep! With our industry's strong focus on helping agents Earn More, this session will focus on helping you Keep More. Join us to learn about ways to reduce your largest expense, taxes. Learn how to increase your wealth by automating your accounting, understanding the value of a tax deduction and the power of proactive tax planning strategies.
Takeaways:
· Find out how to automate common accounting tasks.
· Discover the value of a tax deduction and how to avoid the costly mistake of missed deductions.
· Get advanced tax planning strategies to implement and start saving money right away.
1-2 hours; may be combined with additional sessions

Don't be surprised by your first, or next, big tax bill! As a real estate agent, you are a self-employed business owner whose time and money must be protected. This session will help you understand the tax and accounting requirements of the ‘SMART’ system so you stay organized. You’ll discover time saving tools that automate common accounting tasks. Plus find out how to estimate your tax bill so there are no surprises at tax time.
Takeaways:
· List the 3 taxes the self-employed must pay.
· Identify tools to automate common accounting tasks.
· Understand the what, when and how of calculating and paying estimated tax payments.
Add On Session; 45-60 minutes;

Have you ever thought of investing in what you know best, real estate? Did you know that there are significant tax advantages reserved just for real estate professionals? Join this session to learn about these tax advantages and how they were amplified by the Tax Cuts and Jobs Act of 2017(TCJA) and solidified by the One Big Beautiful Bill Act of 2025, which made several of these key provisions permanent. With these updates now codified into law, real estate professionals are entering one of the most favorable tax environments for property investment in recent history. Takeaways: · Understand how the IRS defines a Real Estate Professional.
· Explore the significant tax advantages only available to Real Estate Professionals investing in real estate.
· Discover how expiring tax provisions make this year the best year to invest in real estate from a tax savings perspective.
1-2 hours; may be combined with additional sessions

Don't rely on social media for your news! Find out now about the tax changes impacting agents for 2025 & 2026. Learn how to best prepare for the current tax season and make your accounting and tax processes a breeze.
Takeaways:
· Understand the recent tax changes affecting agents.
· Explore ways to make the most of the current tax season.
· Know what you can do to best position yourself for the next tax cycle.
Add On Session; 45-60 minutes;

Can I save taxes by running my real estate business as a Limited Liability Company (LLC)? What about an S-Corporation? Join us in this session so you can stop relying on internet communities for your tax advice and finally get a definitive answer. Spoiler alert, there is no one size fits all solution, come find out which entity will maximize your tax savings. Takeaways: · Identify the specific tax advantages for each entity type.
· Understand the regulatory requirements and hidden costs of business entities.
· Determine the best entity type for maximum tax savings based on specific real estate business activities.
1-2 hours; may be combined with other sessions

Are you confused or intimidated by all the seemingly random letters and numbers of retirement account plans: IRA, ROTH, 401K, SEP? Join us to demystify the acronyms and break down the advantages and restrictions of each plan type. Leave knowing exactly which plans will work for you and the steps you need to take to get started.
Takeaways:
· Understand the retirement plans available to agents.
· Find out how each option can save taxes now or in the future.
· Determine which plan is best for you and exactly how to get started.
Add On Session; 45-60 minutes;

It's not what you Earn, it's what you Keep! With our industry's strong focus on helping agents Earn More, this session will focus on helping you Keep More. Join us to learn about ways to reduce your largest expense, taxes. Learn how to increase your wealth by automating your accounting, understanding the value of a tax deduction and the power of proactive tax planning strategies.
Takeaways:
· Find out how to automate common accounting tasks.
· Discover the value of a tax deduction and how to avoid the costly mistake of missed deductions.
· Get advanced tax planning strategies to implement and start saving money right away.
1-2 hours; may be combined with additional sessions

Don't be surprised by your first, or next, big tax bill! As a real estate agent, you are a self-employed business owner whose time and money must be protected. This session will help you understand the tax and accounting requirements of the ‘SMART’ system so you stay organized. You’ll discover time saving tools that automate common accounting tasks. Plus find out how to estimate your tax bill so there are no surprises at tax time.
Takeaways:
· List the 3 taxes the self-employed must pay.
· Identify tools to automate common accounting tasks.
· Understand the what, when and how of calculating and paying estimated tax payments.
Add On Session; 45-60 minutes;

Have you ever thought of investing in what you know best, real estate? Did you know that there are significant tax advantages reserved just for real estate professionals? Join this session to learn about these tax advantages and how they were amplified by the Tax Cuts and Jobs Act of 2017(TCJA) and solidified by the One Big Beautiful Bill Act of 2025, which made several of these key provisions permanent. With these updates now codified into law, real estate professionals are entering one of the most favorable tax environments for property investment in recent history. Takeaways: · Understand how the IRS defines a Real Estate Professional.
· Explore the significant tax advantages only available to Real Estate Professionals investing in real estate.
· Discover how expiring tax provisions make this year the best year to invest in real estate from a tax savings perspective.
1-2 hours; may be combined with additional sessions