Virtual Summits

February 2025 Tax Summit

4-part series, virtual

Wednesday, February 5, 12, 19, and 26.
10:00am PT | 11:00am MT | 12:00pm CT | 1:00pm ET (1 hour)
All sessions will be recorded.

Take advantage of the early bird special, valid until Monday, January 6!

Managing finances can be challenging, and REALTORS® are facing a long list of tax changes for the 2024 filing year. New and complex rules, annual inflation adjustments, and tedious documentation can impact any taxpayer without a plan or expert guidance. Hear from a real estate tax strategist and get the tips needed to save time and money while reducing your stress this tax season.

Prices

Members – $59

$50 Early Bird until January 6

Non-members – $69

$60.00 USD Early Bird until January 6

Sessions

Session 1:
SMART From the Start: Accounting & Tax Tips for New Agents
February 5, 12-1 p.m. CT

Don't be surprised by your first, or next, big tax bill. As a real estate agent, you are a self-employed business owner. This session we will bring awareness to the tax and accounting requirements that make up the SMART acronym. Attendees will leave knowing the tools to use to automate common accounting tasks. Attendees will also know how to estimate their tax bill so there are no surprises come tax time.

Attendees will know the three taxes they are required to pay now that they are self-employed.
Attendees will know what tools to use to automate common accounting tasks.
Attendees will know the what, when and how of calculating and paying estimated tax payments.

Session 2:
Keep More of Your Paycheck: Tax Strategies for Agents
February 12, 12-1 p.m. CT

It's not what you earn, it's what you keep! With our industry's strong focus on helping agents earn more, this session will focus on helping you keep more. Join us to learn about ways to reduce your largest expense, taxes. Learn how to increase your wealth by automating your accounting, understanding the value of a tax deduction and the power of proactive tax planning strategies.

Attendees will learn how to automate common accounting tasks.
Attendees will learn the value of a tax deduction and how to avoid the costly mistake of missed deductions.
Attendees will learn about advanced tax planning strategies that they can implement and begin saving money right away.

Session 3:
Tax Advantages for Agents Investing in Real Estate
February 19, 12-1 p.m. CT

Have you ever thought of investing in what you know best, real estate? Did you know that there are significant tax advantages reserved just for Real Estate Professionals? Join this session to learn about these tax advantages and how they were amplified by the Tax Cuts and Jobs Act of 2017 (TCJA). Now is the best time to take full advantage of the TCJA as certain benefits will be diminishing each year, for the next few years.

Attendees will learn the IRS’s definition of a Real Estate Professional.
Attendees will learn the significant tax advantages only available to Real Estate Professionals investing in real estate.
Attendees will learn how expiring tax provisions make this year the best year to invest in real estate from a tax savings perspective.

Session 4:
Tax Time Simplified: Essential Updates for REALTORS® in 2025
February 26, 12-1 p.m. CT

Don't rely on social media for your news! This session will cover any tax changes for 2024 and 2025 that impact agents. Attendees will learn how to best be prepared for the current tax season. As the year is just beginning, attendees will learn how to make their accounting and taxes a breeze for 2025.

Attendees will learn about recent tax changes affecting agents.
Attendees will learn how to make the most of the current tax season.
Attendees will know what they can do to start fresh for the new year.

Speaker

Gregory Antipoff, CPA
Real Estate Tax Strategist

Greg Antipoff is a certified public accountant (CPA) and a real estate tax strategist. He is affectionately known as The Real Estate Accountant, dedicated to helping real estate agents keep more of what they earn. Greg achieves this by walking agents through his signature “Financial EKG: Earn, Keep, Grow” framework. With so much emphasis already being placed on how agents can “Earn” more, he chooses to focus on helping agents “Keep” and “Grow” what they earn. Greg’s knack for making tax and accounting topics easy to understand and humorous leaves agents educated, entertained, and ready to take action.

These webinars are non-refundable. If you miss a session an on-demand recording link will be available after the live presentation.

NAR's Center for REALTOR® Financial Wellness is a resource designed exclusively for our members. The information provided is for informational purposes only, and is not intended to provide, and should not be relied on for, personalized financial, investment, tax, legal, or accounting advice. You should consult with your own financial, investment, tax, legal, and accounting advisors for recommendations.