Tax Smart Real Estate Investors™
Courses & Bootcamps
Designed to help you save thousands in taxes and make better financial decisions that grow your portfolio!
Tax Strategy Foundation For Real Estate Investors
Tax Strategy Foundation is our most comprehensive tax course for real estate investors. It will guide you through the tax strategies available to anyone investing in rental real estate, from the basics of deductions to the advanced strategies including offsetting your W-2 or business income with rental tax losses.
By the end of this course know the key tax strategies you can use and how to implement them to save THOUSANDS of dollars, including:
- The Real Estate Professional Status (REPS)
- The Short-Term Rental Loophole
- How to Use Passive Losses to Minimize Taxes
- Optimizing your Tax Position
- How to Exit Real Estate Tax Efficiently
- Investing Through Retirement Accounts
- Entity Structuring for Landlords
- Shifting Income to Children
- Audit Defense
- And More!
You'll ultimately learn how to have better conversations with your tax advisor and how to review your own tax returns to make sure you're optimized for taxes.
The Short-Term Rental Tax Course
Everything you need to know to save 5-6 figures in taxes by investing in STRs
If you're looking for ways to reduce taxes and build wealth, then we have good news:
Investing in short-term rental (STR) properties and using the STR Loophole is one of the few tax strategies that can save you 5-6 figures in taxes without working full-time in real estate.
And because certain aspects of this strategy will phase-out over the next few years, the time to act is now.
Which is extactly why we created this course.
After working with over 1,200 real estate investors, we want to help as many investors as possible use the STR Loophole to reduce their tax bills.
If you want to save thousands in taxes and build your wealth faster than you ever thought possible, don't wait, enroll in this course today and take advantage of this strategy while you still can.
The Real Estate Professional Status (REPS) Tax Course
Everything you need to know to save 5-6 figures in taxes using REPS.
Investing in long-term (LTR) properties and using the REPS is one of the few tax strategies that can save you 5-6 figures in taxes without taking unnecessary risks such as investing in oil and gas.
And just like the STR Loophole, because certain aspects of this strategy will phase out over the next few years, the time to act is now.
Which is exactly why we created the REPS Tax Course for owners of long-term rental properties.
After working one-on-one with hundreds of real estate investors, we want to help as many investors as possible use the REPS to reduce their tax bills.
If you want to save thousands in taxes and build your wealth faster than you ever thought possible, enroll in this course today and take advantage of the full power of REPS while you still can.
The QBO Bookkeeping Bootcamp for Landlords & STR Owners
Streamline your accounting system to save time, maximize tax savings, and make better financial decisions to grow your portfolio.
Several times a year we host a QuickBooks Online (QBO) Bookkeeping Bootcamp for Landords and STR Owners, which is designed to help you set-up and streamline your accounting system for your rental business.
And that's critically important because it allows you to understand the financial performance of your business, ensures you don't miss out on tax deductions, and makes tax filing a breeze.
Serious landlords need a bookkeeping system in place.
Frequently Asked Questions (FAQ)
Where should I start?
It depends on extactly where you are in your journey and what investment strategies you plan to use. However, if you've never done comprehensive tax planning with a real estate tax professional, its hard to go wrong with Tax Strategy Foundation.
Tax Strategy Foundation is our most comprehensive course and covers both the basic and advanced strategies you can use to save thousands in taxes - including the Real Estate Professional Status (REPS), STR Loophole, and A LOT more.
Learn more about Tax Strategy Foundation here
Whats the Real Estate Professional (REPS) Tax Course? And who should take it?
Whats the STR Tax Course? And who should take it?
It depends on extactly where you are in your journey and what investment strategies you plan to use. However, if you've never done comprehensive tax planning with a real estate tax professional, its hard to go wrong with Tax Strategy Foundation.
Tax Strategy Foundation is our most comprehensive course and covers both the basic and advanced strategies you can use to save thousands in taxes - including the Real Estate Professional Status (REPS), STR Loophole, and A LOT more.
Learn more about Tax Strategy Foundation here
Whats the Real Estate Professional (REPS) Tax Course? And who should take it?
The REPS Tax Course is designed to help you understand how to properly qualify for the real estate professional status (REPS) so you can use the losses from long-term rental properties (LTRs) to reduce taxes on your non-passive income - such as income from a W-2 job or active trade or business.
It is perfect for LTR owners who work or are looking to work full-time in real estate and self-manage their properties.
Unlike Tax Strategy Foundation, which is comprehensive, the REPS Tax Course only covers REPS.
Learn more about the REPS Tax Course here
Whats the STR Tax Course? And who should take it?
The STR Tax Course is designed to teach owners of short-term rental properties (STRs) save you 5-6 figures in taxes without working full-time in real estate.
It is perfect if you currently invest in, or are interested in investing in STRs, and are ready to self-manage your STRs.
Unlike Tax Strategy Foundation, which is comprehensive, the STR Tax Course only covers how to use STR properties to reduce taxes on non-passive income - such as income from a W-2 job or active trade or business.
Learn more about the STR Tax Course here.
Whats the QBO Bookkeeping Bootcamp? And who should take it?
The QBO Bookkeeping Bootcamp is designed to help you set up and streamline your accounting system to save time, maximize tax savings, and make better financial decisions that grow your rental portfolio!
If you own rental properties and don't already have an accounting system, or want to transition to a more formal accounting system, this Bootcamp is perfect for you.
However, if you don't have rental properties or don't want to build a QuickBooks Online based accountin system, you should not enroll in this Bootcamp.
I'm still not sure where to start?
If you're serious about using real esate investing to reduce taxes and build Tax Smart wealth, but still don't know where to start, join Tax Smart Insiders community where you can learn about the various strategies available to you and get answers from our team of real estate of tax experts!
Learn more and start your 30-day free trial here.
What if I have questions?
During Bootcamps we host weekly Live Q&A sessions via video conference where you can get answers to your questions. Additionally during the duration of the Bootcamp you can ask questions via the discussion or comment section and receive answers from the Bootcamp host.
Courses, however, typically don't include Live Q&As or in-course Q&A. If you enroll in a course and have questions, we encourage you to join the Tax Smart Insiders community where you can get answers directly from our team of tax experts.
Will you be releasing more courses and bootcamps?
We are always listening to feedback from students and the Tax Smart community to learn more about what courses and bootcamps will help you reduce taxes, better understand your tax situation, have better conversations with your tax pro, streamline accounting, build wealth, and more.
So yes, we are planning on releasing more courses and bootcamps in the future.
Feel free to jump into a course, bootcamp, or Tax Smart Insiders community and let us know what you're looking to learn next!
