February 2023 Tax Summit

REALTORS® are facing a long list of tax changes for the 2022 filing year. New and complex rules, annual inflation adjustments, and tedious documentation can impact any taxpayer without a plan or expert guidance. Hear from certified professionals and get the tips needed to save time and money while reducing your stress this tax season. Register to attend NAR’s Financial Wellness 2023 Tax Summit. 

Members: Register now

February Wednesday Sessions from 1:00-2:00pm CT.

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Session 1: February 1 — Tax Guidance & QBI Overview for New REALTORS®

Speaker: Jessica DeMartin, Tax Manager for Aprio, LLP.

Jessica (Jess) works with closely held businesses in service-based industries from coast to coast. Her capabilities stretch beyond traditional tax planning and compliance to include implementation of innovative technologies, discovery of opportunities for process improvements and more. She is recognized at the firm as a Citizen Data Scientist and Citizen Automation Specialist. Her expertise in these areas makes her an invaluable resource for businesses looking to stay ahead of the competition. While away from her desk, Jess enjoys traveling to visit friends and family.

Course Description: Coming soon

Session 2: February 8 — Tax Trouble - Laws, Rules, & Decisions

Speaker: Julie Ayers, CPA , CGMA, CCIFP, Partner for Aprio, LLP

Julie has been helping real estate business owners and their stakeholders realize profitable growth since 1994. Her experience in business consulting, individual income tax, and corporate tax planning and compliance enables her to provide holistic strategies that reduce tax liabilities and leverage tax credits to increase liquidity and improve accounting operations, financial reporting, and processes across businesses. Julie has always been drawn to real estate and she has worked in the industry since her very first job at a homeowner’s association at the age of 13. As a CPA, Julie has helped 1000+ real estate clients develop tax strategies to increase current year cashflow by capturing losses from prior market downturns.

Course Description: Coming soon

Session 3: February 15 — Tax Tips for Investment Properties & Second Homes

Speaker: Gregory Antipoff, CPA

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.

Course Description: This webinar will discuss all things Real Estate Taxation. Attendees will learn how various types of real estate are taxed, including investment properties such as long term and short term rentals, primary residences, and fix & flip properties. We will discuss the tax advantages and disadvantages to each property type. Attendees will also learn how to defer or even eliminate the taxes on the sale of these properties. Concepts will include capital gains, depreciation, cost segregation, and 1031 Exchange. Bonus: learn about the tax advantages reserved exclusively for real estate professionals investing in real estate.

Session 4: February 22 — Lower Your 2022 Tax Bill With This Unique Wealth Building Strategy

Speaker: Jason Craig, CISP

Jason Craig is nationally recognized as a  business leader in the self-directed IRA industry. He has authored many articles and his thought leadership has been highlighted in publications like the Wall Street Journal, Forbes, RISMedia, and realtor.com magazine among others.

Jason Craig is President of IRAR Trust Company a leading self-directed IRA custodian empowering real estate agents to build wealth through real estate IRA investments. Jason has over 25 years of experience in the financial services and is a Certified IRA Services Professional (CISP). He has presented to hundreds of real estate agents and their clients and is a real estate IRA investor himself. He is a member of Forbes Financial Council and an advocate for self-directed IRAs.

Course Description: Don’t get stuck with a big tax bill this season, max out your retirement contributions and use the savings to invest in real estate— tax-free, penalty-free! Here’s an opportunity for you to learn how much you can save to lower your taxable income and build retirement wealth.

During this event you’ll learn:

  • What is the maximum dollar amount that you can put away;
  • How to establish a retirement savings account for real estate investing;
  • How to move the funds from one account to another;
  • How to invest in real estate with IRA funds;
  • What are the main rules to keep your IRA investments tax-free.

Registration includes: access to all four Zoom recordings, four PowerPoint presentations, a one-page actionable guide from each instructor, and a certificate of completion at the conclusion of the event.

Sessions can’t be sold separately. If a registrant misses a session, presentation materials will be available after the live presentation via Zoom.

Exclusive Offerings for State & Local Associations

Want to sponsor a member to view the Financial Wellness 2023 Virtual Tax Summit? Learn more here.

Why Attend?

Experts:

Hear from subject matter experts who will cover in depth financial topics and provide you with tips, worksheets, and guides. By registering and attending the live session, have your questions answered during the live Q&A.

Energy:

Feel equipped to take on your biggest financial challenges. Discover new tips and solutions to help you manage your personal and business financial goals. No matter where you are in your career or stage of financial planning, we have something for you!

Empowerment:

Knowledge is power. The need to plan for unforeseen changes has never been more evident. Get new tips and solutions for the next stage of this year, both personally and professionally. Your road to success is one RSVP away.

Sponsorship Opportunities

Learn more about sponsorship opportunities with the Center for REALTOR® Financial Wellness Tax Summit.

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