About this Event
December is busy, but it's also your last chance to get organized for your 2026 taxes. If you're paid on a 1099, nobody withholds tax for you, you owe self-employment tax on top of income tax, and your fourth-quarter estimated payment is due January 15, 2027. A little planning now can mean fewer surprises in April.
Join Kevin Miller of Yellow Jacket Tax for a free, plain-English class built for real estate agents in Collin and Denton County. Grab breakfast, bring your questions, and leave with a year-end checklist you can actually use.
What you'll learn
- Deductions agents commonly miss: mileage and vehicle costs, home office, marketing, MLS and association dues, licensing and CE, and phone
- The rules for client and closing gifts and business meals, plus simple recordkeeping habits that hold up
- How the Q4 estimated payment (due Jan 15, 2027) works and how the safe-harbor rules help you avoid underpayment penalties
- How timing income and expenses around December 31 works
- S-corp election basics, and when it may be worth a closer look
- An overview of the QBI deduction and the tax rules behind self-employed retirement plans (tax concepts only)
Who it's for
- Realtors and real estate agents paid as 1099 independent contractors
- Newer agents heading into their first or second tax season
- Team leads and brokers who want a simple resource for their agents
- Anyone who got a bigger April tax bill than expected last year
Agenda (Thursday, December 3, 2026)
- 9:30 AM CT - Light breakfast, coffee and juice; sign-in and networking
- 9:45 AM - Welcome, and why year-end matters for 1099 agents
- 9:53 AM - Deductions agents miss, gifts and meals, and recordkeeping
- 10:10 AM - Q4 estimated payment and penalties, S-corp basics, timing income and expenses
- 10:26 AM - Retirement plan tax concepts and the QBI deduction
- 10:35 AM - Your year-end checklist
- 10:38 AM - Q&A
- 10:45 AM - Wrap-up
Breakfast: A light breakfast, coffee and juice will be ready at 9:30 AM. Please register so we can plan the headcount. Class starts promptly at 9:45.
Location: Yellow Jacket Tax, 730 E Park Blvd, Suite 104, Plano, TX 75074
Parking and arrival: Parking is located in the lot along Park Blvd. Parking is also available behind the building.
Seating: Free, but limited to 40 seats. Please register so we can save you a seat.
Bonus: Everyone leaves with a printed year-end checklist. Attendees can also request a free year-end tax review with Yellow Jacket Tax.
Questions? [email protected] | 972.658.3633
CE: This class is not approved for TREC continuing education (CE) credit.
This class gives general information for education only. It is not individualized tax, legal or accounting advice. Your results depend on your own situation, and tax rules can change. Talk with a tax professional about your own return before you act.
Event venue & nearby stays
Yellow Jacket Tax, 730 E Park Blvd, Plano, United States
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