I’ll show you exactly how to save thousands on your taxes this year, including…
Uncovering overlooked, IRS-approved strategies to legally protect your income (no need for advanced tax knowledge or fancy tools).
Creating a personalized action plan to maximize your savings before year-end...even if you’ve been relying on a CPA who only files your returns.
Laying the groundwork for long-term financial security, so you can keep more of your commissions year after year.
I’m hosting this live workshop on Zoom so you can get real-time guidance, ask questions, and leave with a clear, actionable plan to save thousands on your taxes.
9:00 AM Pacific Time
10:00 AM Mountain Time
11:00 AM Central Time
12:00 PM Eastern Time
10:00 AM Pacific Time
11:00 AM Mountain Time
12:00 PM Central Time
1:00 PM Eastern Time
The 3 most overlooked, IRS-approved strategies REALTORS® can use to legally keep thousands more of their commissions.
A simple way to claim your home office deduction without triggering red flags or
stress.
My go-to process for maximizing your travel and meal deductions so you can save more while maintaining compliance.
The biggest difference between filing your taxes and proactive tax planning—and how it could save you tens of thousands every year.
BONUS: A step-by-step tutorial on how to hire your children for real business tasks, shifting income to save on taxes while helping your family.
No problem! You’ll receive full access to the workshop recording, along with all the tools and resources we cover, so you can revisit everything on your own schedule and still implement the strategies effectively.
Not at all! This workshop is designed to make tax-saving strategies simple and actionable for REALTORS®. Whether you’ve only ever filed a basic return or have some experience with tax planning, you’ll walk away with clear steps you can apply immediately—no advanced knowledge required.
Yes! This workshop is all about action. We’ll guide you step by step through the implementation process, using tools, checklists, and real-world examples to ensure you can confidently apply these strategies to your unique financial situation.
Base Access: $197
Includes full access to the live workshop, Q&A session, downloadable resources, and the session recording.
VIP Access: $497
Includes everything in Base Access, plus: Pre-Event Strategy Session to prepare you for success.1:1
Post-Workshop Consultation to address specific questions.30-Day Email Support for personalized implementation guidance.
Bonus Advanced Strategies exclusive to VIP attendees.
I’m a tax advisor and REALTOR®.
I use my financial background to help REALTORS® build thriving and profitable businesses through proactive tax strategies tailored to the unique needs of the real estate industry.
I’m successful at this precisely because I understand both sides of the industry—the financial complexities and the day-to-day realities of running a real estate business..
As a tax advisor, I can identify overlooked deductions, costly tax mistakes, and opportunities for savings that are specific to real estate professionals. And, more importantly, I know how to implement strategies that not only reduce tax liabilities but also free up cash flow to reinvest in growth.
I know how to help REALTORS® use tax planning to maximize profits and build financial security.
So, I’m on a mission to empower as many REALTORS® as I can to achieve sustainable growth and long-term success.