May 7th, 8th, 9th | 2pm - 5pm PT
$299 | 50% OFF for members
Ticket Sales Are Closed
If you attended the 2023 Real Estate Tax Summit and need assistance, please reach out to [email protected]
If you're part of the Main Street Professional community, your ticket is 50% off.
Why Attend The Real Estate Tax Summit?
I am convinced there are at least 10 major Tax Strategies that every Tax Professional should know and understand. This Event will break them down in detail and give you the information you need to better advise your clients and save thousands in taxes yourself!!
Mark
12 Topics
7 Hours of CE
Practical Tax Strategies in Real Estate that can save you thousands!
Summit for Tax & Legal Professionals, Real Estate Investors, Realtors, Brokers, and Developers
Hosted by Mark J. Kohler & Mat Sorensen, with 8 Expert Speakers in the Industry.
I am convinced there are at least 10 major Tax Strategies that every Tax Professional should know and understand. This Event will break them down in detail and give you the information you need to better advise your clients and save thousands in taxes yourself!!
Mark
The Real Estate Tax Summit is backed by the
Better than Money Back Guarantee.
Summit Speakers
Mark J Kohler
Real Estate Investor
Mat Sorensen
Real Estate Investor
Kevin Kennedy
S-Corp Strategies
Kevin Kennedy
Jarom Bergeson
Long-Term Rentals
Jarom Bergeson
Deven Munns
Self-Rental Tax
Deven Munns
Max Merritt
Charitable Remainder Trusts
Mande Clark
Cost Segregation
Mande Clark
write-offs for Cost Segregation & Accelerating Depreciation
Scott Saunders
1031 Exchanges
Scott Saunders
Chris Loeffler
Chris Loeffler
Bobby Bodner
Short-Term Rentals
Bobby Bodner
Agenda
Schedule
Thursday, May 25th
9:00 AM - 5:00 PM PST
Time Slot
Topic
Speaker
9:00 – 9:30
Welcome & The Trifecta – The Foundation for Understanding Real Estate Tax Savings
Mark J. Kohler & Mat Sorenson
9:30 – 10:00
S-Corporation Strategies for Real Estate Professionals
Kevin Kennedy
10:00 – 10:45
Long-Term Rentals Real Estate Professional Classification
Jarom Bergeson
10:45 – 11:30
Short-Term Rentals – Unique Tax Consequences and Opportunities
Bobby Bodner
11:30 – 12:00
Self-Rental Property Tax Strategies and Rules
Deven Munns
12:00 – 12:15
Real Estate Syndications: Reconciling Passive Losses & Rental Losses
Mark J. Kohler
12:15 – 12:45
Cost Segregation / Accelerating Depreciation Write Offs
Mande Clark
12:45 – 1:30
Lunch
1:30 – 2:15
Self-Directing Retirement Accounts in Real Estate
Mat Sorensen
2:15 – 2:45
Understanding Capital Gains on the Sale of Real Estate
Mark J. Kohler
2:45 – 3:30
1031 Exchanges – The Basics and Current Trends
Scott Saunders
3:30 – 4:15
Opportunity Zones – Your Options and what the Future Holds
Chris Loeffler
4:15 – 4:45
Charitable Remainder Trusts
Max Merritt
4:45 – 5:00
Wrap Up & Advisor Challenge
Mark J. Kohler & Mat Sorensen
Better than Money Back Guarantee
This Real Estate Tax Summit is backed by the Better than Money Back Guarantee.
Why Am I Offering This??
Because I’m sick of real estate “experts” and tax “professionals” that think they know everything!
SO HERE’S MY PROMISE!
If you can literally tell me,
“I didn’t learn something new and helpful after attending…”
I will give you your money back, 2X!!
That’s right! Double your money back!
But you have to get on the phone with someone on my team,
explain to me what you didn’t learn and already know,
and we’ll quiz you!
Because if you’re so freaking smart, I know I can learn something new FROM you! Seriously.
A Special Thanks To Our Sponsors!
ASSET
PRESERVATION
Provides Security of Funds in the 1031 Exchange Qualified Intermediary Industry
