A financial community for independent agents and real estate pros
Tax & financial education at the intersection of entrepreneurship and real estate
Join the Agent Financial Community


ReSure LLC BBB Business Review

Introducing integrated financial & tax education for independent agents, syndicators, and real estate professionals: Get control of your finances, grow your business, and pay less tax

Tax Questions • Business Structure • Tax Elections • Tax Compliance • Self-Directed Retirement Plans • Conservation Easements • Cost Segregation • Section 199A QBI • Qualified Opportunity Zones (QOZ) • 1031 Exchange • Installment Sales • Financial and Estate Planning • Checkbook Solo 401(k) • Life Insurance Strategies • S-Corp Elections • C-Corp Elections • Checkbook IRA • Checkbook QRP • Investing • Entities and Asset Protection • Tax Planning • Real Estate Professional Tax Status • Captive Insurance Companies • Defined Benefit Plans • ERISA Plans

What happens inside the Agent Financial Community?

Here's a high level overview of what's included in the Agent Financial Community:

✔️ Weekly opportunity to get answers to your tax and financial questions. Post your questions, for both your business or a real estate transaction, and we’ll get to them during the weekly webinar.

✔️ A monthly class on real estate and business basic tax reduction, tax compliance, tax strategy, asset protection, entity structuring, estate and financial planning, financial products, life insurance, and much more

✔️ A monthly class on real estate and business advanced tax reduction, tax compliance, tax strategy, asset protection, entity structuring, estate and financial planning, financial products, life insurance, and much more

✔️ A monthly class on breaking news affecting real estate, syndicator, and agent taxation resulting from legislative changes, court cases, and IRS guidance

✔️ Plus, exclusive and actionable bonus materials to help you dominate your finances and run your business to compliantly reduce your taxes and drive transactions

Join the AgentFinancial Community
Join the AgentFinancial Community

How is all this delivered and what should I expect?

You may wondering about the content format and what to expect from AgentFinancial:

✔️ Live interactive webinar presentation, Q&A, open forum: 3x/month

✔️ Actionable articles and blog posts, containing summaries and detailed info

✔️ A dedicated space to post and get answers to the questions that are important to your real estate business, either for your own finances or your clients’

✔️ Events are recorded, summarized, indexed and so you can find what you want, when you want

✔️ Myth busting… some of the stuff out there is just too good to be true, so their either not that good or not that true

✔️ Best kept secrets… but there are plenty of little known, powerful strategies (psssst, the best strategies are always the ones that are little known and not widely marketed)

✔️ The only forum that comprehensively addresses all the financial and tax topics that are important to your success, expertly and objectively

The Financial Community for Independent Agents, Syndicators, and Real Estate Pros

Get the tax and financial education to optimize your business and drive transactions

As a real estate pro, you’re the foundation of the real estate industry. But, who’s supporting you?

As a real estate pro, you own your destiny. This ownership creates incredible opportunity, but also brings along so many tax questions and unknown unknowns… and you own those, too. You have more complex needs than a traditional employee, without an employee benefits department to assist you.

The awesome thing about being independent is that with the right information, you can implement tax and financial tools that are way more powerful than any employee benefits! And, that’s what this community is all about.

👉 “Who’s guiding me with the tax, legal, & financial techniques to optimally run my business?”

👉 “Who’s supporting me as I help real estate buyers, sellers and investors with real estate tax strategies that drive transactions? 1031 exchange, LLCs, and the myriad of topics that can make me the greatest asset?”

From countless conversations with agents like you, we’ve come to understand the need for a community that delivers the tax smarts to both:

👉 optimally structure your own business and finances to maximize assets and minimize taxes

👉 help you grow your business, by empowering you to be the greatest asset to your clients through in-depth discussion of real estate investing tax tools: 1031 Exchange, Self-Directed Retirement Accounts, Cost Segregation and much more.

Join the Agent Financial Community

FINANCIAL EDUCATION TO EMPOWER INDEPENDENT AGENTS AND REAL ESTATE PROS

Integration
Expertise
Community

You need a single space that delivers expert info on all the financial and tax topics that are important to you, holistically and integratively.

It's all about collaboration

We're a resource for you and your accountant. As a team, we create new opportunities and optimize results. Agent Community

It's all about integration

Ensure that all components of your tax & financial strategy are aligned and operating in tandem. Agent Community

We're all about collaboration

We understand, respect, and appreciate that you have a unique financial profile. We'll work with you towards your goals. Get Started

Increase your wealth

It's not what you make; it's what you keep. It's wealth creation, not just income generation. Get Started

We're all about integration

Ensure that all components of your tax & financial strategy are aligned and operating in tandem. Get Started

Compliance is key

Legally reduce your taxes through knowledge-based strategies and understanding of tax risk. Get Started