Tax & Investment Strategies for Real Estate Agents

Combining a real estate license with real estate investing creates a world of opportunities to build wealth. There are also many tax advantages and tax traps to consider. On this webinar, we are going to discuss: – Common write-offs – Payroll taxes and planning – The Real Estate Professional Tax Status – How your Real […]

How to Determine If You Need a Tax Plan

I meet so many business owners who don’t know what a tax plan is and never engage a tax professional to create a forward looking plan to minimize their taxes. If you’re interested in learning if you need a tax plan and what the benefits may be, check out this video! Schedule for a FREE […]

Tax and Business Strategies For Short-Term Rentals

When you look closely at the tax code, short-term rentals provide incredible opportunities to reduce taxable income from your job unlike any other forms of RE investing. Learn more about this and other advanced strategies during my live (and recorded!) webinar next Thursday. Strategies updated for CARES Act.

Entity Structure and Tax Strategies for Foreign Investors of US Real Estate

I have International Tax Attorney and Partner at Culhane Meadows, Patrick McCormick, to help us understand what we can do to properly structure a compliant and tax efficient entity for the investment activity. Together we will discuss the basics of entity planning and tax strategies to ensure the best outcomes for you and your international […]

Partnering with the Right Bank for Success in Real Estate Investing

An experienced banker can do much more to help your business than you’d think. Lots of great information from Mark Lewis of PeoplesBank, who is a tremendous asset to the investors he serves. Some topics we discuss are: – How to find the right bank for your business – What financial instruments are best for […]