Effective Tax Strategies
for Real Estate Agents
4 clock hours
C-4698

Learn to effectively manage your tax strategies through implementing habitual record keeping, maximizing your deductions, and being prepared in the event of an audit.  See when it is possible to defer gains to minimize your tax bill and how to erect a fireproof wall to protect your assets.  Gain understanding of how our income, capital gains, and estate tax systems operate to assist you in developing an overall tax plan to achieve your financial goals. 

• Understand how different taxes are levied and how this affects you as a real estate practitioner.

• Learn how real estate agents can decrease taxes through understanding income and credits and by maximizing legal deductions.

• Discuss types of protection available to protect you as a real estate practitioner.

• Identify how real estate practitioners can reduce their tax liability and increase audit success.

• Learn who and why the IRS audits individuals and how this relates to the practice of real estate.

• Apply what we’ve learned to real estate agent "case studies."

Legal Disclaimer

This course is for educational purposes and is intended to 
provide an overview of the issues discussed.  It is taught with the
understanding that the purpose is not to render legal, tax, accounting, or
other professional advice.  Although this information is prepared by
professionals, it should not be utilized as a substitute for professional
service in specific situations.  Participants are encouraged to seek 
independent advice from a professional if such services are needed.

"Instructor was great! Very informative. Overall very, very good class."
Bob Kelley, RE/MAX Metro, Lake City

"Good time management. Interesting case studies. Instructor was 
organized and energetic. I enjoyed the class a lot Thanks!"
Joanna Wu, WPI Real Estate Services, Seattle