Description

Real estate agents are entrepreneurs—but most aren’t set up like one. In this session, we’ll break down the essential systems, tax strategies, and financial habits every agent needs to build a more profitable, predictable business. From choosing the right entity to avoiding IRS red flags, this is your blueprint to running your business with confidence and clarity.

Key Learning Objectives:

• Understand the importance of choosing the right entity structure for tax savings
• Learn how to separate and organize business finances to avoid costly mistakes
• Maximize deductions and stay compliant with evolving IRS guidelines
• Set up a retirement plan and implement Profit First strategies to smooth income
• Plan for cash flow year-round—even beyond peak selling seasons