Real Estate Tax Summit 2026 | Tax Strategies for Investors

VIRTUAL Real Estate Tax Summit

Real Strategies.
Real Savings. Real Results.

2 Day Virtual Event

February 18 – 19, 2026
12 – 3 PM PT

$99
Main Street Members FREE

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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.

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 2 power-packed days 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!

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.

Continuing Education Hours:

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!

Past 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

Managing partner at Breadify Financial LLC, an accounting firm that works with business owners, real estate investors and crypto enthusiasts.

Max Merritt

Expert on the Setup Process and Benefits of Charitable Remainder Trusts

Mande Clark

Mande Clark is an Enrolled Agent, experienced tax advisor, and business consultant.

Scott Saunders

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

BONUS! Main Street Members Attend for FREE

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

Schedule

12:00-12:30pm

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

Mark J. Kohler

12:30-1:15pm

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

Mark J. Kohler

1:15-1:45pm

Long-Term Rentals, Short-Term Rentals & Self Rentals - The Loopholes With Real Estate Professional and Material Participation.

Mark J Kohler, Bobby Bodner & Mande Clark

1:45-2:30pm

Creating More Wealth, Sales, and Development with IRAs and 401ks - How the Strategy of "Self-Directing" Can Unlock More Capital for Making Money. Learn the Basics to Advance Options!

Mark J Kohler & Mat Sorensen

2:30-3:00pm

New Developments in Tax Saving Strategies When Selling Real Estate: Capital Gains, 1031 Exchanges, CRUTs, and Opportunity Zones

Mark J Kohler

12-12:30pm

Passive vs. Non-Passive: Navigating the Real Estate Income Maze

Bobby Bodner

12:30-1:00pm

Section 1402 Decoded: Real Estate & Self-Employment Tax

Bobby Bodner

1:00-1:30pm

Personal vs. Real Property Rentals: Critical Tax Distinctions

Bobby Bodner

1:30-2:00pm

Material Participation Matters: Classifying Real Estate Income

Mande Clark

2:00-2:30pm

Strategic Activity Grouping: When and How to Make the Election

Mande Clark

2:30-3:00pm

Short-Term Rental Mastery: Don't Let Poor Records Sink Your Client

Mande Clark, Bobby Bodner & Farah Saleh

3:00-3:30pm

PANEL

Mande Clark, Bobby Bodner, Scott Sanders & Farah Saleh

3:30-4:00pm

Depreciation and Form 3115: Catching Up on Missed Deductions

Mande Clark & Bobby Bodner

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 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.

What time(s) does the event start?

The event starts Wednesday, February 18 at 12pm PT.

Is the summit fully virtual?

Yes! No travel, no hotel, no stress. Just 2 days of live on demand, expert-led training streamed straight to you.

Is the event recorded?

Yes! All sessions will be recorded and all attendees will have access to view for 3 months after the event.

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.