Tax Code Training for Real Estate Investors With Q & A

Real estate investors spend a great deal of time learning how to find deals, fund projects and execute effectively.
What often gets pushed aside until it becomes painful is the tax impact of those decisions.

For the March 2026 S·C·O·R·S Meetup, Aaron Zimmerman, Managing Partner at Brick House CPAs, will lead a practical discussion focused on how real estate investors and entrepreneurs can better understand and apply the tax code across their investing activities.

Aaron works exclusively with real estate investors and is also an investor himself, with experience in rental properties, passive real estate syndications and private lending. His work centers on helping clients move beyond surface-level tax awareness and into informed decision-making that supports long-term growth and sustainability.

This session is designed to provide clarity around how taxes intersect with real estate strategy, where common mistakes occur and how investors can approach tax planning as an ongoing part of their business rather than a once-a-year obligation.

• How taxes affect real estate decisions before, during and after a deal
• Common tax pitfalls investors encounter as portfolios grow
• Understanding how different investment types are taxed
• The role of proactive tax planning for real estate investors and entrepreneurs
• Open Q&A

Date: Tuesday, March 24, 2026
Time: 6:00 PM (Doors open at 5:30 PM)
Location: Social 45 Craft Kitchen & Bar by Jimmy O’s
20805 LaGrange Rd
Frankfort, IL 60423

Date: Tuesday, March 24, 2026
Time: 6:00 PM (Doors open at 5:30 PM)
Location: Social 45 Craft Kitchen & Bar by Jimmy O’s
20805 LaGrange Rd
Frankfort, IL 60423

This month’s meetup is hosted on-site with the continued support of Social 45 Craft Kitchen & Bar by Jimmy O’s, whose hospitality provides a consistent home for thoughtful conversations and community building within S·C·O·R·S.

Southland Conduit Of REI Success (S·C·O·R·S) is a monthly meetup for real estate investors and professionals who value practical strategy, thoughtful conversation and long-term execution. Each event brings operators, capital partners and local professionals together to learn, share perspective and build momentum.

Presented by 79th AVE lending and hosted by Ed and Valerie Thelen.

Walk in curious.
Walk out ahead.

• Clarity around how real estate activities are actually taxed across different deal types
• A better understanding of proactive tax planning vs. reactive tax filing
• Insight into common tax mistakes real estate investors make as portfolios grow
• Perspective on how tax strategy influences deal structure, cash flow and long-term outcomes
• An understanding of how rentals, syndications and private lending are treated differently under the tax code
• Practical takeaways you can evaluate and apply responsibly with your own advisor

Real estate investors, entrepreneurs, business owners, private lenders and professionals who want to better understand how taxes impact their real estate decisions and who value practical guidance that supports long-term execution rather than one-time transactions.

Aaron Zimmerman is a CPA who works with real estate investors and is an active investor himself, with experience in rental properties, passive real estate syndications and private lending. He is known for breaking down complex tax concepts into clear, practical insight, helping clients better understand and responsibly apply the tax code in support of their investing and business decisions.

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