Managing finances can be challenging, and REALTORS® are facing a long list of tax changes for the 2024 filing year. New and complex rules, annual inflation adjustments, and tedious documentation can impact any taxpayer without a plan or expert guidance. Hear from a real estate tax strategist and get the tips needed to save time and money while reducing your stress this tax season.
Purchase one or all of the recordings from February’s Tax Summit.
These sessions equip you with everything you need to make tax time simpler and more profitable.
Individual offer: $15 each (recording & handout)
individual links provided below
or
Hear from NAR’s Tax Summit speaker, Greg Antipoff, as he provides a high-level overview of the insights and takeaways you can expect from this virtual, four-part Summit series.
“I thoroughly enjoyed the Tax Summit webinar! I learned a great deal and found the content incredibly insightful. Greg, the presenter, was engaging and made complex topics easy to understand. A truly valuable class! Thank you!” —JV
“It has been challenging to gather all the pieces of information related to taxes, thus this webinar appears at the right time to clarify most of my doubts. Thanks!” —R. Manaka
“Extremely helpful and informative. Greg explained many ways on how real estate agents can potentially save money. I like the bite sizes; it gives me time to input and brainstorm and then be prepared for more information. Thank you!” —L. Mounter
Don't be surprised by your first, or next, big tax bill. As a real estate agent, you are a self-employed business owner. This session we will bring awareness to the tax and accounting requirements that make up the SMART acronym. Attendees will leave knowing the tools to use to automate common accounting tasks. Attendees will also know how to estimate their tax bill so there are no surprises come tax time.
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.
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). Now is the best time to take full advantage of the TCJA as certain benefits will be diminishing each year, for the next few years.
Don't rely on social media for your news! This session will cover any tax changes for 2024 and 2025 that impact agents. Attendees will learn how to best be prepared for the current tax season. As the year is just beginning, attendees will learn how to make their accounting and taxes a breeze for 2025.
Greg Antipoff is a certified public accountant (CPA) and a real estate tax strategist. He is affectionately known as The Real Estate Accountant, dedicated to helping real estate agents keep more of what they earn. Greg achieves this by walking agents through his signature “Financial EKG: Earn, Keep, Grow” framework. With so much emphasis already being placed on how agents can “Earn” more, he chooses to focus on helping agents “Keep” and “Grow” what they earn. Greg’s knack for making tax and accounting topics easy to understand and humorous leaves agents educated, entertained, and ready to take action.
These webinars are non-refundable. If you miss a session an on-demand recording link will be available after the live presentation.
NAR's Center for REALTOR® Financial Wellness is a resource designed exclusively for our members. The information provided is for informational purposes only, and is not intended to provide, and should not be relied on for, personalized financial, investment, tax, legal, or accounting advice. You should consult with your own financial, investment, tax, legal, and accounting advisors for recommendations.
IRAR Trust Company (IRAR) is the National Association of REALTORS® preferred provider for Self-Directed Retirement Plans. Since 1996, this organization has been helping NAR Members and their clients achieve their financial goals through strategic real estate investments using retirement funds in a tax-advantaged environment.
Please note: IRAR does not provide investment, tax, financial, or legal advice. All investments are fully self-directed, you find, choose, and make the investment decisions. If you require guidance in these areas, we recommend consulting with licensed professionals.
At Cornerstone Ohana, we bring together legal, tax, and accounting solutions all under one roof. We treat our clients like family, serving individuals, small businesses, and families with personal attention and trusted support.
Disclaimer: The National Association of REALTORS® (NAR) and the Financial Wellness Tax Summit speaker(s) do not endorse or recommend Cornerstone Ohana LLC or its services. Any engagement with Cornerstone Ohana LLC is solely at the discretion of NAR members who choose to explore their offerings. NAR is not liable for any information, tax guidance, or financial details provided by Cornerstone Ohana LLC. Members are encouraged to conduct their own due diligence before making any financial or business decisions.
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