NAR Financial Wellness Webinar: Transitioning From an Individual to a Business in the Eyes of the IRS

On Wednesday, November 19th, NAR's Center for Financial Wellness is offering a webinar on important tax strategies for brokers. 

Real estate agents are business owners—but most aren’t set up like one—especially in the eyes of the IRS. In this session, we’ll break down the essential systems, tax strategies, and financial habits every agent needs to build a more profitable, predictable business. This webinar is designed specifically for real estate professionals who want to understand when to transition from being taxed as an individual to operating as a formal business entity in the eyes of the IRS.

November Center for Financial Wellness  Webinar
Transitioning From an Individual to a Business in the Eyes of the IRS
Wednesday, November 19th at 11:00 am
NAR Members: $15  | Non-Members: $25 

Key Learning Objectives:
  • Understand the importance of choosing the right entity structure for tax savings
  • Learn how to separate and organize business finances to avoid costly mistakes
  • Maximize deductions and stay compliant with evolving IRS guidelines
  • Set up a retirement plan and implement Profit First strategies to smooth income
  • Plan for cash flow year-round—even beyond peak selling seasons
Speakers:
  • Shahar Plinner, Co-Founder and CEO, Formations
  • Spencer Turner, Tax Consultant, Formations