The 5-Step Tax Strategy Real Estate Agents Are Missing

Most agents didn’t get into real estate for the taxes. Come spring, the routine is usually the same: send your CPA your documents, get filed, find out what you owe. No strategy, no proactive plan.

Alex Moros, partner at SteelPoint Capital and part of Accruity, a real estate-focused finance, accounting, and CPA firm, broke down a five-step framework that can take an agent from owing thousands to owing nothing, legally…READ MORE»