Master Class for Tech Professionals and Business Owners: Save Money on Taxes by Achieving REPS Status in 2023 - Palma Financial
  • Call: (850) TAX FREE or (850) 829-3733
  • Mail: miguel@palmafinancial.com
2023 Tax Strategies for a Recession: Achieving Real Estate Professional Status for Investors and Business Owners

Master Class for Tech Professionals and Business Owners: Save Money on Taxes by Achieving Real Estate Professional Status in 2023

Date: September 6, 2023
Time: 10:00 a.m. PST / 1:00 p.m. EST
Presenter: Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor

Master Class for Tech Professionals and Business Owners: Save Money on Taxes by Achieving Real Estate Professional Status in 2023

Date: September 6, 2023

Time: 10:00 a.m. PST / 1:00 p.m. EST

Presenter: Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor, is a qualified tax advisor with experience helping business owners and real estate investors save money on taxes.

Are you a tech professional or business owner looking to save money on taxes?
Do you own rental properties or invest in real estate?
If so, this webinar is for you!
In this webinar, you will learn how to achieve Real Estate Professional Status, which can save you an average of 25% on your taxes.

You will also learn about the following strategies:

  • How to sell your main home to your company and enjoy significant tax savings.
  • How to deduct passive losses for increased overall deductions.
  • How to make the most of cost segregation studies for optimizing deductions.
  • How to combine 1031 and Sec 121 Exchanges for amplified tax benefits.
  • How to explore property-to-oil well exchanges for portfolio diversification.
  • How to co-invest in primary homes with family or friends and leverage tax savings.

Who should attend?

  • High Tech Professionals
  • Business owners with rental properties
  • High net-worth individuals with rental properties
  • Oil and Gas Syndicators
  • Real Estate Managers
  • Taxpayers who want to reduce their tax bill
  • Real Estate Developers
  • Real Estate Syndicators
  • Real Estate Agents

Space is limited, so register today! Don’t miss this opportunity to save money on taxes.

Master Class for Tech Professionals and Business Owners: Save Money on Taxes by Achieving Real Estate Professional Status in 2023

Let Palma Be Your Tax Partner and CFO You Need!

I’m a Certified Public Accountant (CPA), Proactive Tax Advisor, Personal Financial Specialist (PFS), and Chartered Global Management Accountant (CGMA) with a singular goal: to help you keep more of your money while navigating the complexities of taxation and secure your financial future.

In 2022, my firm saved our clients $36,559,180, which would have been overpaid to the IRS if they had not partnered with us. We’re projected to increase these savings by 30% in 2023.

Our focus is Proactive Tax Advisory! We’re not just crunching numbers. By exploring over 1,500 strategies, you’ll gain a comprehensive understanding of navigating taxes, ultimately propelling you toward a future marked by financial confidence and prosperity.