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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
The Real Estate Tax Summit, featuring keynote speaker Mark J Kohler, is a must-attend event for self-respecting real estate investors and professionals. Taking place on May 25, 2023, attendees will learn the latest tax strategies and regulations to save millions of dollars in taxes.
In addition to Kohler’s keynote address, the summit will feature leading experts in the field, including CPAs, tax lawyers, enrolled agents, and tax advisors. These professionals will provide attendees with valuable knowledge and insights, helping them to develop the skills necessary to succeed in the industry.
The summit will run for a total of seven hours and offer 30 minutes of section one focused on understanding the trifecta for real estate tax savings. Attendees will learn about operations, holdings, and estate planning, providing the foundation for tax savings.
Section two will focus on S-corporation strategies for real estate professionals. This 45-minute session will provide attendees with valuable information on how to save money through the effective use of S-corporations.
The following section, which is one hour long, will explore the tax benefits of long-term rentals and passive losses strategies. Attendees will learn how to use these strategies to save money and maximize profits.
Section four will look at short-term rentals, unique tax consequences, and opportunities. This 30-minute session will help attendees navigate the complexities of short-term rentals and optimize their tax savings.
Cost segregation and accelerating depreciation write-offs will be covered in section five, which will run for 30 minutes. Attendees will learn how to maximize their depreciation write-offs and save money.
Section six will explore the deception of capital gains when selling real estate. This 45-minute session will provide attendees with a comprehensive understanding of how to minimize their tax liability when selling real estate.
Section seven will focus on self-directing retirement accounts in real estate. This one-hour session will explore the different options available to investors and provide attendees with valuable insights on how to save money.
Section eight will cover the basics and current trends of 1031 exchanges. This 45-minute session will provide attendees with a comprehensive understanding of how to use 1031 exchanges to maximize their tax savings.
The final two sessions will cover opportunity zones and charitable remainder trusts and appreciated property, respectively. These sessions will run for 30 and 45 minutes, respectively, and provide attendees with valuable insights into these complex tax-saving strategies.
In addition to the comprehensive program, attendees will benefit from a better than money-back guarantee. If attendees can honestly say they haven’t learned anything new and helpful after attending the summit, they will receive double their money back. This guarantee is a testament to the high-quality content and valuable insights attendees can expect from the Real Estate Tax Summit.
In addition to the comprehensive program, attendees will benefit from a better than money-back guarantee. If attendees can honestly say they haven’t learned anything new and helpful after attending the summit, they will receive double their money back. This guarantee is a testament to the high-quality content and valuable insights attendees can expect from the Real Estate Tax Summit.