Tax Savvy for Realtors®

Join us for a comprehensive class designed for agents looking to take control of their finances. This session will cover:

• Tracking income and expenses, including recommended tools and an Excel P&L template
• Valid deductions like meals, client gifts, transaction fees, vehicle usage, and home office
• Understanding self-employment taxes, FICA responsibility, and quarterly estimated payments
• Choosing the right entity structure (LLC, S corp) and compliance requirements
• Working with contractors and issuing 1099s
• Rental real estate benefits and RE professional privileges for depreciation and non-cash losses
• Tax schedules, including Schedule C requirements

Walk away with actionable strategies to maximize deductions, stay compliant, and keep more of what you earn.

About the Instructor | Robert Heitzer

Robert Heitzer is a seasoned financial strategist with Seed Money Consulting, where he helps entrepreneurs, real estate professionals, and small-business owners maximize their tax strategy, structure, and financial growth. With a dedication to fiduciary responsibility and thoughtful, client-first service, Robert blends deep tax knowledge with practical business insights to empower clients to keep more of what they earn. Through clear, education-based guidance, he’s committed to demystifying complex financial topics—like entity selection, deductions, and compliance—so that professionals like you can confidently scale your business.

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