Smart Tax Planning Strategies for REALTORS and their Clients

Smart tax planning can make a meaningful difference for your business and your clients. Join Vinita Chaudhary, CPA, and Jack Chaudhary, EA and Tax & Financial Planner, for a practical session designed specifically for REALTORS®.

You’ll learn how different business structures, including LLCs and S Corporations, can affect taxes, liability protection and long-term growth. The session will also cover commonly allowed business deductions, tax-advantaged retirement accounts, trusts, estate planning and strategies for protecting and preserving wealth.

Attendees will also receive an introduction to global tax and compliance considerations for clients with international income, foreign assets or cross-border investments.

You’ll leave with practical insights to help you:

• Improve tax efficiency
• Make more informed financial decisions
• Identify potential deductions and planning opportunities
• Better understand retirement and estate-planning options
• Recognize when to involve qualified tax, legal and financial professionals

Wednesday, October 7
10:00 AM–11:00 AM
RRAR Headquarters
111 Realtors Way, Cary

FREE for RRAR members. Breakfast will be provided.

REGISTER