The CEO's Playbook: Advanced Tax Strategies for Real Estate Agents

The CEO's Playbook: Advanced Tax Strategies for Real Estate Agents

By Keller Williams Inspire Realty

Overview

Stop overpaying taxes. Join Marylin Croteau in Kingston for advanced financial strategies your CPA missed. Open to all real estate agents.

Are you running a business or just closing deals?

Most real estate agents are excellent at sales but leave thousands of dollars on the table when it comes to tax planning. It is time to shift your mindset from "salesperson" to "CEO."

Join us for The CEO's Playbook: Tax Moves Your CPA Didn't Mention. This exclusive session features guest speaker Marylin Croteau, who will walk you through high-level financial strategies designed specifically for real estate professionals.

What We Will Cover:

  • The "CEO" Mindset: How to structure your business for maximum profitability.
  • Hidden Deductions: Identifying write-offs that general accountants often overlook.
  • Wealth Retention: Legal strategies to keep more of your hard-earned commission.
  • Future Planning: Setting up your fiscal year for long-term growth.

Who Should Attend? This event is open to all real estate agents serving the Kingston, Ontario area. Whether you are with a boutique brokerage or a large franchise, these financial principles apply to your business.

Event Details:

  • Date: January 21st, 2026
  • Time: 1:00 PM - 2:30 PM
  • Location: 650 Cataraqui Woods Drive #102, Kingston, ON

Reserve your seat today. Space is limited.

Category: Business, Real Estate

Good to know

Highlights

  • 1 hour 30 minutes
  • In person

Location

Keller Williams Inspire Realty, Cataraqui Woods Drive, Kingston, ON, Canada

650 Cataraqui Woods Drive

#Unit 102 Kingston, ON K7P 2Y4 Canada

How do you want to get there?

Organized by

Keller Williams Inspire Realty

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Hosting

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Free
Jan 21 · 1:00 PM EST