Live Webinar | Hosted by Wealthstone Group
When:
Tuesday, November 11 @ 11:00 AM ET
Real estate agents spend their careers helping clients build wealth through buying and selling real estate, yet many overlook how to build, protect, and preserve their own. Join us for a powerful session designed exclusively for real estate agents.
You’ll learn practical strategies to lower taxes, optimize income, and create long-term financial independence. This session will break down how to structure your business, retirement plan, and investment strategy, without losing focus on what you do best.
What You’ll Learn
- Retirement Planning for Realtors
Understand which retirement plans best fit your income and business model — including SEP IRA, SIMPLE IRA, and Solo 401(k). - Business Structuring for Tax Efficiency
Learn how to structure your income to minimize taxes and see real-world examples of how different setups impact your annual tax bill. - Advanced Tax Strategies for High-Earning Agents
- Leverage 100% bonus depreciation for maximum write-offs
- Lower AGI using Intangible Drilling Costs (IDCs) through oil & gas partnerships
- Use Roth IRA conversions with real estate development projects to lower tax exposure
- Defer and reduce capital gains with Qualified Opportunity Zones (QOZs)
- Utilize charitable land donations to reduce AGI
Who Should Attend
- Real estate agents and brokers earning six figures or more
- Self-employed real estate agents seeking advanced tax-planning and retirement strategies
- Team leaders and brokerage owners managing a team of agents
Presenters:
Paulo Aguilar, CFA, CAIA
Partner | Senior Investment Advisor
Louis Tucci
Partner | Senior Investment Advisor
