Top 10 Tax Strategies for Real Estate agents

You know how to close deals and generate leads. But do you know how to keep the money you're making?

Brandon Green walked across stages collecting top producer awards while secretly drowning in half a million dollars of IRS debt. He's not alone in this story. After founding Alchemy, an accounting firm exclusively for real estate professionals, Brandon and his team reviewed hundreds of tax returns and identified a disturbing pattern: the agents who know how to make money often have no idea how to manage it, save it, or invest it strategically.

In this episode, co-host Erik Kelly sits down with Brandon to expose the ten most common tax mistakes that are costing real estate agents tens of thousands—sometimes hundreds of thousands—of dollars every single year. This isn't theory. This is what happens when you wait until March to talk to your CPA, when you panic-buy an SUV for a write-off you don't understand, when you set up an S corp too early and bleed money on compliance fees, or when you execute a social media tax strategy that costs you thousands and yields nothing.

Key topics covered:

• Why meeting with your tax professional in the summer (not tax season) is the single most important financial decision you can make
• The three entirely different money skills you need to calibrate to build real wealth—and why being great at one won't save you
• The $300,000 GCI threshold that determines whether you should have an S corporation (and why setting one up too early is a costly mistake)
• How to avoid the $400,000 S corp compliance disaster that voided one agent's entire tax structure
• The difference between cash in your bank account, profitability, and taxable income—and why confusing them creates year-end chaos
• Why good bookkeeping is the non-negotiable foundation for every tax strategy (even though nobody gets excited about it)
• How to validate tax strategies from social media before you execute them and lose thousands on strategies that don't apply to your situation
• The liquidity problem that prevents agents from executing the tax strategies they actually want

If you've ever gotten that sinking feeling when your CPA tells you what you owe, this episode is your wake-up call. The next level isn't just about making more money. It's about keeping it, growing it, and building something that actually lasts.

Ready to stop leaving money on the table? Schedule your summer tax strategy meeting now. And learn more about building real wealth in real estate at nextlevelagents.com/exp.

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