January 28, 2022 Maria Verdin

Town Hall on Tax Planning and Entity Formation for CRE Brokers

Thursday, January 20, 2022
Presentation and Q&A Session

OVERVIEW

Watch this Town Hall presentation by Michael Salmon of  Moisand Fitzgerald Tamayo, LLC, as he discusses tax planning and entity formation specifically designed for CRE brokers. While each person’s financial planning needs are unique, many commonalities exist among those sharing the same career, and the opportunity for brokers to receive 1099 compensation should be approached from the standpoint of operating a business. There are many choices to navigate, and these decisions will change and evolve as income changes every year.

TOPICS

  • Forming an entity
  • Tax status
  • Wages
  • Best practices
  • Retirement accounts
  • Tax deductions
  • SALT cap