About this Event
Join us for a comprehensive class designed for agents looking to take control of their finances. This session will cover:
- Tracking income and expenses, including recommended tools and an Excel P&L template
- Valid deductions like meals, client gifts, transaction fees, vehicle usage, and home office
- Understanding self-employment taxes, FICA responsibility, and quarterly estimated payments
- Choosing the right entity structure (LLC, S corp) and compliance requirements
- Working with contractors and issuing 1099s
- Rental real estate benefits and RE professional privileges for depreciation and non-cash losses
- Tax schedules, including Schedule C requirements
Walk away with actionable strategies to maximize deductions, stay compliant, and keep more of what you earn.
About the Instructor | Robert Heitzer
Robert Heitzer is a seasoned financial strategist with Seed Money Consulting, where he helps entrepreneurs, real estate professionals, and small-business owners maximize their tax strategy, structure, and financial growth. With a dedication to fiduciary responsibility and thoughtful, client-first service, Robert blends deep tax knowledge with practical business insights to empower clients to keep more of what they earn. Through clear, education-based guidance, he’s committed to demystifying complex financial topics—like entity selection, deductions, and compliance—so that professionals like you can confidently scale your business.
Usaj Realty
Agent Success Series
usajrealty.com
Event Venue & Nearby Stays
1401 Zuni St #104, 1401 Zuni Street, Denver, United States
USD 0.00 to USD 28.52
