San Francisco, California
London, United Kingdom
Tax Planning for REALTORS® Workshop
April 4, 2017
11:00 am - 12:00pm
This class will assist you with your Tax Planning. Topics for review will include the following:
- How to save $5,000 to $10,000 in Self-Employment Taxes.
- How to reduce/eliminate the new 3.8% Medicare Surtax.
- How to avoid Passive Activity Loss Limitations (a must-know for real estate investors).
- Why you must become a CalBRE Broker – NOW!
- Will You Pay Taxes On Social Security in Retirement?
- Retirement Planning – how to invest in real estate using your own Roth 401k or Roth IRA, all TAX FREE!
Instructor: Jesse Lipscomb, Investment Advisor
As a licensed Investment Advisor & Registered Tax Preparer, Jesse Lipscomb specializes in Tax Return Based Financial Planning, and believes minimizing taxes today can greatly enhance one's wealth tomorrow. A graduate of the United States Military Academy at West Point, Jesse developed a strategy called "Financial CPR" to help his clients manage the complexities of financial planning. A familiar voice on San Diego radio, Jesse hosted the Financial CPR Radio Show on AM 1170 KCBQ, and CoHosted The Money Makers on AM 760 KFMB. In conjunction with the Union Tribune's partnership with wsRadio.com, Jesse also hosted Business Networking Radio, where he provided small business owners and entrepreneurs with insight from his years in finance and business development.
Reservations for programs requiring payment will not be processed until payment is received. If you must cancel your reservation, a maximum refund of 85% of the program cost will be issued if the cancellation is received in writing three days prior to the course date. A non-refundable 15% of the program cost will be assessed for processing fees.GSDAR reserves the right to cancel or reschedule any program. If cancellation occurs, GSDAR will issue a full refund. In the event of rescheduling, GSDAR will send immediate notification and transfer all reservations (including payments) to the new date.
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Greater San Diego Association of REALTORS®
Your new career starts here with the professional preparation and hands-on training needed to pass your BRE State Exam and secure your Real Estate License.
And when the selling begins and the properties start closing, we continue to develop your talents in the classroom, and on the web, with intermediate and advanced courses covering a wide range of topics and disciplines.
Improve… Develop …Raise the Bar!