Presented by Christopher Bird - CFP
Attention CRS Chapters: Course sponsors are required to contact the Instructors directly and negotiate dates and fees.
We are now accepting requests for 2021 teaching assignments for the CRS 204 course. Click on “Book Chris” or call (562) 944-0083.
Participants will learn exactly who benefits from the tax aspects of homeownership and by how much due to standard deduction, mortgage interest, real estate taxes, and other tax issues. The participants will be an indispensable resource for their clients by providing them with critical tax information to make the right housing purchase.
Taxes are important to us all. This is particularly true for buyers and sellers of residential rental real estate. In this course, the participants will explore the widespread financial effect a purchase or sale of such properties will have on the investor. The participant will also learn the essential details that equip them to make financially savvy decisions and guide their clients in their investment endeavors.
The tax write off's that Realtors® are allowed to deduct can result in significant reduction in federal state and social security tax liabilities. As an IRS agent for 16 years, Chris learned the ins and outs of the IRS system and brings you powerful information to save you money. Attend this updated, power packed session and learn specific, legitimate tax deductions you can use as a self-employed individual to lower your state, federal and social security taxes.
Just some of the important topics covered in this program are:
Take your goals to the next level while protecting your hard earned assets. Attend this session and learn how to better maximize your retirement plans, review your entity choices for the best tax advantages, and how to leverage your pre-tax dollars for maximum return.
Just some of the issues covered in this seminar are:
Hold on to your seats as Chris shares with you his insights as an ex-IRS agent and a Certified Financial Planner. Learn the secrets to maximizing pre-tax investments, strategic tax planning, recent tax law updates and how they affect you and much, much more!
This session is designed to help you learn:
Why IRA's can work for you... You NEED to know this!
How you can harness the powerful financial benefits of the ROTH IRA and the ROTH 401(k)
How you can use the Coverdell Educational Savings account to pay for kindergarten through 12th grade
How to understand College 529 Plans- and what you can do for your children or grandchildren
Smart Investment and Retirement strategies everyone should know
How to maximize self employed retirement plans- and discover a tax savings bonanza!
How to understand and use wills and trusts and what they mean to your precious heirs
How to understand the most recent Estate and Gift tax issues
In this fast paced session Chris reveals recent tax law updates, the secrets to maximizing pre-tax investments, strategic tax planning, retirement issues facing Broker/Owners and more.
This session is designed to help you learn:
How to understand College 529 Plans- and what you can do for your children or grandchildren
Smart Investment and Retirement strategies everyone should know
How to maximize self employed retirement plans- and discover a tax savings bonanza!
How to understand and use wills and trusts and what they mean to your precious heirs
How to understand the most recent Estate and Gift tax issues
The American Taxpayer Relief Act enacted in early 2013 resulted in higher income taxpayers facing significantly higher taxes starting in 2013. In addition, Congress is eyeing some of our favorite deductions for either removal or modification.
In this seminar, learn:
More people have become wealthy investing in real estate than many other investments. Agents who want to learn the specific secrets to smart real estate investments can discover them in this course. Students will learn how to identify the right opportunities in a down market or an up market, compare real estate with other investments and create additional wealth – for themselves and their clients. This high-energy course explores another way to generate sales that has been overlooked. And the results can be life changing! This class is a must for any real estate professional looking to create wealth through residential real estate investments.
After attending this course, learners will be able to:
Tax laws have a major impact on the business of real estate. REALTORS®, principal residence and investment property owners are all impacted every year by taxes, and both agents and their clients will benefit from an understanding of tax implications. With the recent Tax Cuts and Jobs Act of 2017, there are significant changes that every REALTOR® should understand.
In this course, participants will learn tax laws and changes which impact REALTORS®, the implication of taxes on primary residences, and how taxes affect residential investment properties. The REALTOR® who desires to be the best real estate professional will find this information is exactly what is needed to step above their competition and provide the best services that will result in a growing business with multiplying referrals.
After completing this course, learners will be able to:
Investment property transactions can easily increase your market by 20% and build your net worth at the same time. In this one-day RRC course, you will learn why and how rental properties are IDEAL investments that outperform other types of investments while giving you more control to optimize financial returns. In addition to guiding you through the process of developing your own property investing strategy, this course leverages powerful and easy-to-use online financial apps that simplify the process of evaluating and selecting properties that align with your investment objectives. After completing the course, you will be able to immediately implement your strategy for yourself and your investor clients, using the same homes you’ve been selling for owner-occupants and packaging them to appeal to investors.
After successfully completing this course, learners will be able to:
