Real Estate Tax Summit 2025 | Tax Strategies for Investors

VIRTUAL Real Estate Tax Summit

Real Strategies.
Real Savings. Real Results.

$ 299.00 | 50% OFF for Members

Welcome to the

#1 Tax & Real Estate

Event in the nation.

Real estate builds wealth…but only if you know how to keep it. Learn proven strategies to save, structure, and scale. Whether you’re a CPA, attorney, or real estate investor, this is the ONLY Real Estate Summit you should be attending.

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Real estate builds wealth…but only if you know how to keep it. Learn proven strategies to save, structure, and scale. Whether you’re a real estate pro, CPA, or advisor, this is the ONLY Real Estate Summit you should be attending.

Fulfill Your CE Hours

Attorneys and CPAs—this event qualifies for professional CE credit. You’ll gain advanced education and hours that count toward your license.

Easily attend from anywhere for 3 power-packed afternoons of Real Estate Tax strategy.

Who Should Attend this Virtual Summit?

The Real Estate Tax Summit welcomes any and all professionals looking to sharpen their skills and expand their impact in the real estate tax landscape.

Virtually

you belong here if you are a ....

Lawyer or Legal Professional:

Working with real estate transactions, asset protection, or tax-sensitive deal structures

Certified Public Accountants (CPA):

Looking to go beyond the basics and bring advanced, real-estate-focused strategies to your clients

Real Estate Investor:

Aiming to captain your ship and better understand tax strategies in order to manage your team

What You’ll Learn & Earn:

…All without leaving your home or office!

12 High-Impact Topics:

From S-Corps and cost segregation to 1031 exchanges and self-rentals, this summit covers the exact playbook used by the most tax-savvy investors.

Insights from Trusted Experts:

Your guides are attorneys, CPAs, advisors, and seasoned investors who live and breathe real estate tax strategy.

Real-World, Actionable Strategies:

Absorb proven tactics that can save you and your clients thousands of dollars—immediately.

9 Hours of Continuing Education:

Stay compliant while sharpening your tax skills while earning CE credit

…All without leaving your home or office!

Meet your host.

CPA, attorney, bestselling author, and founder of the Main Street Tax Movement—Mark J. Kohler has spent 25+ years helping small business owners and advisors master real-world tax strategies. Now, he’s bringing his most powerful real estate tax strategies straight to your screen.

This is your chance to learn from the best—LIVE!

Meet Your speakers

Mark J. Kohler

CPA, Attorney, Author #1 Small Business Tax Lawyer in America

Mat Sorensen

Attorney, Author The Master of Self-Directed IRA Investments

Jarom Bergeson

Tax Lawyer for Small Business tax needs, Asset Protection, and Estate Planning

Ashley Burr

Expert in setting up self-directed IRA/LLCs and self-directed Solo 401(k)/LLC

Bobby Bodner

Expert on the unique Tax Consequences and Opportunities of Short-Term Rentals

Max Merritt

Expert on the Setup Process and Benefits of Charitable Remainder Trusts

Mande Clark

Tax Advisor with expertise on write-offs for Cost Segregation & Accelerating Depreciation

Scott Saunders

1031 Exchange Tax Expert will cover the Basics and Current Trends of 1031 Exchanges

BONUS! Main Street Members Save 50%

If you’re part of the Main Street Professional community, your ticket is half the price.

The Agenda

2:00 PM – 2:55 PM

Welcome & The Trifecta - The Foundation for Understanding Real Estate Tax Savings, Coordinating Asset Protection, Estate Planning, and Tax Strategies.

Mark J. Kohler

3:00 PM – 3:55 PM

Advanced S-Corporation Strategies for Real Estate Professionals - Ordinary income, SE Tax, Q-Subs, Partnerships, Retroactive S-Elections, and Reasonable Comp

Mark J. Kohler & Ashley Burr

4:00 PM – 4:55 PM

Long-Term Rentals versus Short-Term Rentals - The STR loophole and the LTR real estate professional rules, Material Participation and more.

Bobby Bodner & Mande Clark

2:00 PM – 2:55 PM

New Developments in 1031 Exchanges

4 Ways to Address Exchanges of Partnerships and LLCs
The Wide Range of Qualifying “Like-Kind” Real Property in an Exchange
Review of the Delayed Exchange Rules and Time Deadlines
Understanding Fractional Ownership and Delaware Statutory Trusts (DSTs)
Combining a Section 1031 Exchange with the Option for a Section 721 UPREIT
Understanding Presidentially Declared Disaster Extensions in a 1031 Exchange
Interplay between Section 1031 Exchanges and Section 121 Primary Residence Rules
Parking Arrangement Transactions including Reverse, Improvement, Reverse/Improvement and Leasehold Improvement Exchange Variations

Scott Saunders

3:00 PM – 3:55 PM

Self-Rentals and Syndications - Unforeseen opportunities, pitfalls, and planning techniques for maximum tax savings.

Mark J. Kohler & Jarom Bergeson

4:00 PM – 4:55 PM

Netting Capital Gains and Losses - Passive Loss rules and taking advantage of gains and losses in the most strategic manner

Bobby Bodner

2:00 PM – 2:55 PM

Self-Directing Retirement Accounts in Real Estate - Creative Strategies and using the Multi-Member LLC

Mat Sorensen

3:00 PM – 3:55 PM

Cost Segregation and Depreciation Recapture - The beginning and the end. When to use Cost Segregation and the procedures for Depreciation Recapture.

Mande Clark

4:00 PM – 4:55 PM

Highly Appreciated Real Estate - Strategies to Avoid and how to use the Charitable Remainder Uni-Trust.

Mark J. Kohler & Max Merritt

When the Summit Ends, Your Real Growth Begins with…

A Blueprint That Makes Sense

You will finally possess a tax strategy that’s easy to follow and built for how real estate works in the real world.

Meaningful Connections

This isn’t just networking—it’s aligning with others who are building something real, just like you.

Momentum to Move Forward

You’ll leave more confident, more informed, and more equipped to take your business, and clients, to the next level

What are your fellow pros saying about the summit?

This event was a game-changer. I walked away with tax strategies I immediately applied to my real estate clients, and I’ve already helped one save over $40,000. The best part? I finally feel like I can speak their language—structure, deals, entities, all of it. That makes me a better CPA and a more valuable part of their team.

Dennis P., CPA

I came in feeling pretty overwhelmed, to be honest. I’m still early in my investing journey and no one really teaches you how to handle taxes or set up your business right. This summit was a game-changer — clear, practical, and incredibly empowering. I left with real strategies I can use to grow my portfolio and protect it. I finally feel like I’m building wealth the smart way.

Louise M., Real Estate Investor

What I loved about this summit is it actually connected all the dots—taxes, entities, real estate, legacy. I feel like I can finally speak to my real estate clients with confidence, and help them make smarter moves.

Angela H., CFG

As an attorney, I thought I had most of this stuff nailed down—but this event gave me a whole new level of understanding, especially when it comes to advising real estate clients. It’s one thing to talk legal structure, but when you really see how tax strategy fits in, it’s a different ball game

David C., Attorney

Our Sponsors

Frequently Asked Questions

Does this event offer Continuing Education (CE) credit?

Yes! CE credit is available for Licensed Attorneys and Certified Public Accountants (CPAs). You’ll earn up to 9 hours of CE while learning real-world strategies that directly impact your clients and bottom line.

I'm an Enrolled Agent, CFP, Broker, or Realtor—can I still attend?

Absolutely! You’re welcome to attend and will get massive value from the training.

*NOTE: This event does not offer pre-approved CE for Enrolled Agents (EAs), Certified Financial Planners (CFPs), Brokers, or Realtors.

Enrolled Agents may self-submit their hours for potential CE credit, but we cannot guarantee approval by the IRS.

Looking for IRS-approved CE? Check out our Tax Pro Talks 2.0 Series

What time(s) does the event start?

The Summit will be live from 2 – 5 PM PT, Wednesday to Friday.

Is the summit fully virtual?

Yes! No travel, no hotel, no stress. Just 3 afternoons of live, expert-led training streamed straight to you.

Looking for more ways to scale your practice?

Become a certified advisor with the Main Street Tax Pro Certification and learn how it can elevate your business for year-round success.