Real Estate Tax Summit
Real Estate Tax Summit

2024

Ticket Sales Are Closed

If you attended the 2023 Real Estate Tax Summit and need assistance, please reach out to [email protected]

9:00 AM - 5:00 PM PDT

Virtual Event

Why Attend The Real Estate Tax Summit?

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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.

2023 Summit Speakers

Mark J Kohler

Tax Attorney
Real Estate Investor

Mark J. Kohler

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

Mat Sorensen

IRA Investment Expert
Real Estate Investor

Mat Sorensen

Attorney, Author
The Master of Self-Directed IRA Investments
About Mat

Kevin Kennedy

Tax Attorney
S-Corp Strategies

Kevin Kennedy

Tax lawyer for Real Estate Professionals looking to maximize their Tax Savings.
About Kevin

Jarom Bergeson

Tax Attorney
Long-Term Rentals

Jarom Bergeson

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

Deven Munns

Tax Attorney
Self-Rental Tax

Deven Munns

Tax Lawyer that can help navigate Strategies and Rules for Self-Rental Property Tax.
About Deven

Max Merritt

Tax Attorney
Charitable Remainder Trusts

Max Merritt

Expert on the Setup Process and Benefits of Charitable Remainder Trusts
About Max

Mande Clark

Certified Tax Advisor
Cost Segregation

Mande Clark

Main Street Certified Tax Advisor with expertise on
write-offs for Cost Segregation & Accelerating Depreciation
About Mande

Scott Saunders

Real Estate Tax Expert
1031 Exchanges

Scott Saunders

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

Chris Loeffler

CEO, Caliber

Chris Loeffler

As CEO of Caliber, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public capital formation.
About Chris

Bobby Bodner

Tax Expert
Short-Term Rentals

Bobby Bodner

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

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

Mark J Kohler
Mat Sorensen

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

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

Mat Sorensen

2:15 – 2:45

Understanding Capital Gains on the Sale of Real Estate

Mark J. Kohler

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

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!

KKOS Lawyers logo

KKOS LAWYERS

Legal Solutions for Entrepreneurs and Small Business Owners
Directed IRA logo

DIRECTED IRA

Invest in What You Know With a Self-Directed IRA
Mark J Kohler Logo

MARK J KOHLER

Legal and Financial Strategies for Business Owners and Entrepreneurs

ASSET
PRESERVATION

Provides Security of Funds in the 1031 Exchange Qualified Intermediary Industry

CALIBER

Building Generational Wealth
Tap the Vast, Underserved Middle Market of Commercial Real Estate