“Smart Tax Strategies” helps you save on taxes now and for years to come.
YOUR INSTRUCTOR: CPA Jeff Cohen,
a specialist in real estate tax issues.
YOUR FREE BONUS FROM JEFF:
A review of your most recent tax return.
Jeff may find a big refund for you!
David Page, Executive Director of Baltimore REIA, says: “This class is vital for every real estate investor. A big part of building wealth is keeping the money you earn along the way. CPA Jeff Cohen is our number-one expert to help you do that. Year after year, his class is among our most popular. Discover why!”
You work hard for your money — keep more of it! Slash your taxes with the powerful techniques you’ll learn from Jeff Cohen in his updated, online class:
Get the full recording of the live class, plus a PDF of all the slides! YOUR INSTRUCTOR: CPA Jeff Cohen, a specialist in real estate tax issues.
Baltimore REIA members ONLY: Buy now for just $397
We will email you the materials.
Members, we are happy to offer you this discount — thank you for your support!
Non-members: buy now for just $497
We will email you the materials.
Not a member yet? Want the members-only savings on this class, plus future webinars, meetings, workshops, and classes? Join Baltimore REIA now. Then return to this email and use the members-only link above.
Jeff Cohen is the accountant for many of the region’s top real estate investors. Get his strategies for saving on your taxes for this year and years to come!
Want to minimize taxes and keep more of your hard-earned money? While protecting your assets from liability? That’s what this class from CPA Jeff Cohen is all about.
What makes Jeff uniquely qualified to teach you? The majority of his clients are real estate investors, so he really knows the business. Jeff created this class to share with you the knowledge he has accumulated over years of serving those clients. You’ll learn:
- What type of entity is best for your business. Limited liability company (LLC), S-corporation, C-corporation, land trust, statutory trust, self-directed IRA, or yourself personally. It depends on your real estate investing strategy, and the implications for your taxes and liabilities are enormous.
- How to set up and operate the entity. Articles of incorporation, bylaws, bank account, operating agreement — you must run your business like a business. Jeff will dive deep to give you the details.
- The tax differences when you’re a landlord vs. a rehabber. Basis in property… passive vs. non-passive… “real estate professional” defined… disposition of real estate… capital gain vs. ordinary… you must know this stuff!
- All about retirement plans and real estate. Smart ways to handle inherited property, too.
- The basics on basis… settlement sheets… improvements and demolition… depreciation… tangible personal property… more.
- Rules for partnerships… the 7 tests for general partners… participation rules… what limited partners cannot do.
- Rental rules… passive vs. non-passive… vacation homes… material participation.
- Year-end tips. How to bunch expenses… retirement contributions… credit card purchases… tax projections.
- Types of property disposition… sale… exchange (1031)… condemnation… convers ion to personal use… installment sale.
- Answers to frequently asked questions… on 1099s… paying children… compensation issues… contractor deductions… accounting and QuickBooks.
- Additional important issues… shifting income using trusts… tax credits… donations to charity… employee vs. independent contractor… selling contracts (wholesaling and bird-dogging).
- Implications for the new year… cash vs. accrual… profit or loss… higher or lower revenue or expenses than last year… tax bracket changes…plus Covid-related issues such as PPP money, stimulus checks, and more.
FREE BONUS: Jeff will review your most recent tax return. He may discover hundreds, even thousands of dollars in refunds due to you!
About your instructor
Jeff Cohen, CPA, MST, and partner with Katz|Cohen, has nearly 25 years of public accounting experience and a Masters in Taxation from the University of Baltimore.
He is a member of the Maryland Association of Certified Public Accountants and the American Institute of Certified Public Accountants, and serves on the board of several local charitable organizations.
Jeff has developed a niche in the real estate industry. His clients range from new investors to prominent rehabbers to one of Baltimore’s largest landlords.
Remember, the majority of Jeff’s clients are real estate investors. The man knows whereof he speaks!
MEMBERS, PLEASE NOTE: After you click the button below, when you get to the shopping cart, your $100 discount will show in the calculation of the total amount, and your bottom line will be $397.
Not a member yet. Join Baltimore REIA now for just $197 for a full year of savings on events, workshops, and classes. Then come back here and get "Smart Tax Strategies" with the members-only discount.
Order Now: $497.00