Property Tracker Workshop
In the Property Tracker Workshop, we'll teach you how to evaluate potential investment properties before you buy, and track the properties you already own.
We'll cover the following topics in the class:
- Do an apples-to-apples comparison between potential investment properties to find the best deal before you buy.
- Learn how to analyze cash flow and return on investment.
- Organize all of the paperwork for your properties in the online document storage system.
- Gain a better understanding of the HUD-1 Settlement Statement.
- Use the Lease Calendar to view upcoming vacancies.
- Use the Correspondence Log to record all of the communications with your property managers.
- Learn how to create a Schedule E and Depreciation Schedule for your taxes with the touch of a button.
- Find out how you can instantly apply for loans online.
- Learn when to remove your PMI and when to refinance.
- Learn how to maximize your profit by making smarter decisions about your property.
We'll walk you step-by-step through researching, evaluating, and tracking an example property. By the end of this 3-hour class, you'll be able to find the best deal on a property and maximize the profit on your existing properties!
Real Estate Tax Workshop
Phil Martin, E.A., from Performance Tax Service, will help you maximize the performance of your real estate investments through smart tax planning.
Phil has assisted real estate investors with their tax returns and accounting for more than ten years.
He is a renowned tax expert and an Enrolled Agent, who is licensed to defend you against IRS audits.
The Tax Workshop will cover topics such as:
- How to maximize your real estate deductions
- How to account for your travel expenses
- What documentation is required in an audit?
- What are the benefits of becoming a "Real Estate Professional"?
- Get the most out of the HUD-1 closing statement
- What is the difference between a repair and an improvement?
- Can you deduct general expenses like a cell phone?
- Is the sale of your personal residence taxable?
- The benefits of a 1031 exchange and when to use it
- Common myths about real estate tax loopholes
Financial Planning Workshop
Gordon Carlson has over 25 years of experience as a financial planner for Merrill Lynch, Morgan Stanley, and now as an Independent Financial Advisor.
He is also an expert in asset protection, estate planning, retirement planning, lending, and real estate investing.
In this workshop, he will show you several unique strategies to unlock underutilized assets, such as IRAs, Stocks, 401Ks, and current real estate holdings to purchase more real estate, in most cases tax free.
The Workshop will teach you how to:
- Define your financial goals and tolerance for risk
- Calculate your net worth
- Unlock the dead equity in your home
- Use 401Ks and IRAs to buy real estate
- Create more buying power through leverage
- Choose the best loan program for your goals
- Use an LLC to protect your assets
