2021 Tax Summit Materials

February 2021 Center for REALTOR® Financial Wellness Tax Summit sessions.

Center for REALTOR® Financial Wellness

Thank you for attending NAR's Center for REALTOR® Financial Wellness Tax Summit. We hope you enjoyed each session.

Below you will find links to access the session materials from each speaker.

Please note that the information and materials provided in Center for REALTOR® Financial Wellness webinars and seminars are not intended or provided to be used as a substitute for the advice of your tax, investment, legal, and/or financial advisors or to be the basis of specific financial planning activities.

Session 1

Real Estate Agents Tax Guide 101
Feb. 3, 2021
Presenter: Michael Westwick

Slides:

Session 2 

What to Do If You’ve Got IRS Trouble
Feb. 10, 2021
Presenter: Heather C. Liston

Zoom Audio Recording 
Access password: z^HY3=Yr

On-demand video:

Slides:

Session 3

Increase Personal Wealth by Spotting Opportunities for Improvement in Your Tax Return
Feb. 17. 2021
Presenter: Rich Arzaga

Zoom Audio Recording
Access password: xvnq%A8?

On-demand video:

Slides:

Handouts:

Session 4

A Deeper Dive Into Several Real Estate Topics
Feb. 24, 2021
Presenter: Evan Liddiard

On-demand Video:

Slides:

Disclaimer: For Education and Information Purposes Only

Please note that the information and materials provided in Center for REALTOR® Financial Wellness webinars and seminars are not intended or provided to be used as a substitute for the advice of your tax, investment, legal and/or financial advisors or to be the basis of specific financial planning activities. The opinions and views expressed or shared in this presentation represent only those of the developers, speakers, presenters or instructors and have not been endorsed or approved by the National Association of REALTORS®. While substantial care is taken to try to provide accurate and current data and information, the National Association of REALTORS® does not warrant the accuracy, completeness or timeliness of any data and information provided in the webinars and seminars. Further, any principles and conclusions presented are subject to court decisions and to local, state and federal laws and regulations and any revisions of such laws and regulations. NAR is not providing any tax, investment, legal, financial or any other professional advice. The information and materials in the presentation is for general information only. If you seek or need tax, investment, legal or financial advice, you must obtain such advice and services from the appropriate professionals.

Any links to third-party websites, tools, materials or resources are provided as a convenience and for your information. Any products, services or opinions of third-party entities or associated individuals are neither endorsed nor have they been vetted by the National Association of REALTORS®, and their inclusion in the webinar or seminar and any related materials do not constitute a recommendation by the National Association of REALTORS® and should not be inferred as suggesting a preference over other products, services or information available in the market. The National Association of REALTORS® bears no responsibility for the accuracy, completeness, legality or the content provided in the webinar or seminar and any related materials.

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