About this Event
Stop Choosing Between Low Taxes and Loan Approval.
Most business owners reduce their taxable income…
Then try to buy a home…
And suddenly realize their income “on paper” isn’t strong enough.
It doesn’t have to work that way.
This workshop is designed for self-employed professionals, real estate investors, and S-Corp owners who want to understand how tax strategy and mortgage qualification work together — not against each other.
If you plan to buy or refinance within the next 1–2 years, this class could save you from costly planning mistakes.
What You’ll Learn
✔ How lenders actually evaluate self-employed income
✔ Why aggressive write-offs can hurt loan approval (and how to plan properly)
✔ Smart strategies like the Augusta Rule and Accountable Plans
✔ How cost segregation and bonus depreciation affect underwriting
✔ Alternative loan programs many business owners don’t know exist
✔ What to do 12–24 months before applying for a mortgage
Who This Is For
- Self-employed business owners
- 1099 earners
- Real estate investors
- S-Corp and LLC owners
- Anyone planning to buy or refinance a home in the next two years
Why This Workshop Is Different
This isn’t a sales seminar.
It’s a strategic conversation between a CPA firm and a mortgage lender — showing you how coordination before filing taxes can dramatically improve your borrowing power.
The smartest buyers don’t react at year-end. They plan ahead.
About the Hosts
Compass CPA specializes in proactive tax planning, cost segregation studies, and advisory services for business owners and investors.
Guild Mortgage helps self-employed borrowers navigate traditional and alternative lending programs with clarity and strategy.
What to Expect
✔ Clear, practical education
✔ Real-world examples
✔ Time for Q&A
✔ A roadmap you can use immediately
Spots are limited to keep the session interactive.
If you’re serious about buying or refinancing within the next two years, register now.
Event Venue & Nearby Stays
1600 SE Reed Market Rd, 1600 Southeast Reed Market Road, Bend, United States
USD 0.00
