Real Estate Tax Summit
Real Estate Tax Summit

Thank you for coming!

See you next year!

May 25, 2023

Virtual

9:00 AM - 5:00 PM PST

Join us at the Real Estate Tax Summit and reserve your tickets today! 

As the must-attend event for real estate investors and professionals, our summit provides valuable insights into the latest tax strategies and regulations. 

Don’t miss this opportunity to network with other real estate professionals, gain valuable knowledge and insights, and develop the skills you need to succeed in the industry!

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
white and brown buildings

Thank you for coming!

See you next year!

May 25, 2023

Virtual

9:00 AM - 5:00 PM PST

Why Attend The Real Estate Tax Summit?

Play Video

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.

Thank you for coming!

See you next year!

May 25, 2023

Virtual

9:00 AM - 5:00 PM PST

cookie cutter homes with slanted roofs

Agenda

The summit has been absolutely amazing and informative! As a real estate broker and investor, I feel so much more prepared now to create strategies based on tax benefits, deductions, and long-term wealth creation formulas. The summit has given me a playbook that I use monthly to pursue my goals, minimize my risk, and maximize my profits.

The Real Estate Tax Summit was eye-opening and provided great information. I learned so many things that I have employed since then. My plans are to make it a recurring event. The more you know, the better decisions you make.

I thoroughly enjoyed the summits!

Mark J Kohler's seminars are the most engaging and informative events I have ever attended! Even if you are at a virtual event vs in person, your questions will be responded to within an appropriate time frame.

I did enjoy the Real Estate Tax Summit. All the speakers were very knowledgeable and enthusiastic. I felt enlightened on numerous topics associated with taxes and real estate, and I have gone back to listen to the recordings of the sessions again.

The summit was well put together and very resourceful - a lot to learn from the different topics and speakers.

Mark is a dynamic, intelligent and highly professional speaker! His broad knowledge base and exceptional ability to share this in a way that is captivating stands out in this arena. I always enjoy coming to a Mark Kohler event because I learn so much & am able to quickly apply this to my investing when I get back to the office.

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

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.

Thank you for coming!

See you next year!

May 25, 2023

Virtual

9:00 AM - 5:00 PM PST

front view of home after rain shower
man with laptop smiling at real estate work

The Real Estate Tax Summit Has Gone Virtual!

Recordings Available

Don’t miss out on the action, reserve your tickets now! This event will be recorded, giving you exclusive access to the recordings for a full 3 months after the event ends. Catch every thrilling moment, review important details, and gain insights at your own pace. Join the excitement and get your front row seat to the action, all while enjoying the convenience of access from anywhere!

50% Off Regular Price For Current Members

Membership has its privileges! As a current member, you'll enjoy exclusive access to this incredible opportunity at 50% off the regular price! So, reserve your tickets now! Get ready to dive into the world of tax advising and unlock your potential without breaking the bank. Our comprehensive program is designed with your success in mind, so don't miss out on this chance to take your skills to the next level – at an incredible discount!

Thank you for coming!

See you next year!

May 25, 2023

Virtual

9:00 AM - 5:00 PM PST

store front for real estate decoration