This forum explores Tax Minimization for REALTORS®, benefiting
agents and the community by equipping them with tax-saving
strategies. Firstly, by equipping agents with strategies to
minimize their tax liability, they can significantly reduce the
risk of accumulating tax debt or incurring penalties for
insufficient estimated tax payments. This, in turn, ensures they
have more financial resources available for reinvestment into their
business and for establishing a robust retirement plan.
In essence:
- Comprehensive Tax Insights: Agents gain expertise in tailored
tax strategies.
- Financial Security and Business Growth: Lowering tax exposure
enhances financial security and business reinvestment.
- Enhanced Client Service: Financially stable agents provide
better service, elevating the real estate experience for all.
CE/PLE credit approval from DPOR - PENDING
Hillsdale Conference Center-Classroom - Classroom
Hillsdale Conference Center-Classroom (Classroom)
550 Hillsdale Drive
Charlottesville, VA 22901
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Campbell, Dalton
Dalton's knowledge and skills in managing finances and wealth-building led him to pursue a career in Financial Services. His primary focus is on self-employed individuals, more specifically, Realtors. For these individuals, Dalton focuses on helping to be as efficient as possibly financially through customized, strategic planning.
Dalton's commitment to his clients is unmatched and his clients have the comfort of knowing that they are well supported and have a teammate working around-the-clock for them. He holds his FINRA Series 7 and 66, Life Insurance, Health Insurance, and Annuities Licenses. Whether you are interested in any of these products or in potentially growing your wealth in an ethical, and detailed manner, Dalton will be able to directly serve you.