Wake Up YPN: CPA Tax Strategies for REALTORS – In Person - ANAHEIM

Date:
Friday, March 28, 2025

Time:
9:00 AM - 11:00 AM

Location:
PWR Anaheim

Cost:
Members: FREE


NO-SHOW POLICY:
Failure to show up for this class or cancel 72 hours prior will incur a $50 CANCELLATION FEE.

Please arrive to class ON TIME as a courtesy to the instructor and your fellow students. You are allowed a 15 minute grace period, after which the classroom doors will be closed to avoid class interruption.
Description:
Cost: FREE for Members / $50 Non-members

Instructor
Julian Florescu

CPA Tax Strategies for REALTORS and Their Clients

• the importance of understanding the tax implications for buyers, sellers and investors alike ahead of transacting and how this can turn into more business.
• how to properly use exchanges in real estate transactions
• how to use real estate as a tax planning tool (real estate professional status, STR loophole, cost segregation)
• the interdependence of good real estate, mortgage and tax advice and its impact on making good real estate investment decisions


Julian Florescu, CPA, Real Estate & Mortgage Broker, brings a unique blend of expertise to help real estate professionals and their clients maximize financial success. Julian specializes in strategic tax planning, financing solutions, and transaction optimization tailored to the real estate industry. With Julian’s guidance, real estate professionals can elevate their value to clients and grow their own business as successful small business owners.

Breakfast Sponsored by: Patricia Wright, Sr. Loan Officer, Xpert Home Lending.
For More Information:
E-mail Support or Call 7142455500.


PWR MEMBERS

Sign-In to your PWR Member Account to quickly register for classes and events

Not a PWR MEMBER?

Consider joining PWR as a REALTOR® member to take advantage of member discounts and FREE member only courses and events

How to Join PWR



DISCLAIMER:
DO NOT PARTICIPATE in any Association event, such as a video conference, meetings on Association business, including committee meetings, or any education event while operating a motor vehicle. California law prohibits driving while distracted. For example, see Vehicle Code Sections 27602, 23123, 23123.3, and 23125. There are others. The Association does not endorse the views, opinions, policies or activities of the persons or entity who present any information at the Association by the use of Association facilities, including electronic facilities or by any marketing the Association does or prepares.
SPECIAL ACCOMMODATION:
If you have any disabilities that require special accommodation, including the provision of auxiliary aids and services, please contact education@pwr.net at least one week prior to the class.
032825A S