VIRTUAL Real Estate Tax Summit
Real Strategies.
Real Savings. Real Results.
The 2025 Real Estate Tax Summit was a huge success—thanks to all the incredible attendees, speakers, and supporters who made it possible! We’re grateful for your energy, engagement, and commitment to mastering real estate tax strategy.
Missed the live event? No problem. You can now access the full Real Estate Tax Summit 2025 at your convenience. This comprehensive virtual experience includes:
- 3 Days of Expert-Led Sessions.
- 12 High-Impact Topics covering S-Corps, cost segregation, 1031 exchanges, self-rentals, and more.
- 9 Hours of Continuing Education (CE) Credits for CPAs and attorneys.
- Insights from Trusted Experts including Mark J. Kohler and other seasoned professionals.
- Downloadable Slides and Resources for each session.
Whether you’re a CPA, attorney, or real estate investor, this on-demand summit provides actionable strategies to enhance your tax planning and wealth-building efforts—all from the comfort of your home or office.
$ 299.00 $199.00
50% OFF for Members
Want to stay ahead of the curve?
Fill out the form to join the 2026 Real Estate Tax Summit Waitlist. You’ll be the first to:
- Get early access to tickets
- Receive speaker and agenda updates
- Unlock special discounts before public release
👉 Secure your spot on the waitlist now and stay in the loop!
Welcome to the
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.
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.
Easily attend from anywhere for 3 power-packed days of Real Estate Tax strategy.
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
…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!
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.



Jarom Bergeson

Ashley Burr

Bobby Bodner


Mande Clark

Scott Saunders
The Agenda
1 hour

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

1 hour

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


1 hour

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


1 hour

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

1 hour

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


1 hour

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

1 hour

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

1 hour

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

1 hour

Highly Appreciated Real Estate - Strategies to Avoid and how to use the Charitable Remainder Uni-Trust.
Mark J. Kohler & Max Merritt


A Blueprint That Makes Sense
Meaningful Connections
Momentum to Move Forward




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?
Is the summit fully virtual?
Yes! No travel, no hotel, no stress. Just 3 days of live on demand, expert-led training streamed straight to you.
Looking for more ways to scale your practice?