Having a CPA is not the same as having a tax plan.
Find Your Tax Leaks™
Most Realtors assume those are the same job. They aren't. In this live 90-minute workshop, you'll identify the tax opportunities that apply to your business, prioritize them before important deadlines pass, and leave with a plan to act on them.
For established Realtors who are earning well, already have a CPA, and want to stop sending the IRS money the tax code says they can keep.
This session includes
Find Your Tax Leaks™
You've earned a strong income this year. You have a CPA. Your returns are filed on time.
And you still wonder: is someone actually asking the forward-looking question? Not what you owe. What decisions need to be made before year-end.
Maybe you've heard about tax strategies from a colleague or a conference. You just don't know which ones fit your business, or whether anyone has their eye on the deadline.
Every April, the same thought surfaces: “Did I pay too much?”
By the time you're asking, most of the planning window is already closed.
90 minutes, working live on your own numbers
During the workshop, you'll
Complete your Tax Leak Finder™ Workbook live: a structured diagnostic that maps your situation across six categories in under ten minutes
Identify the tax planning opportunities that apply to your Realtor business, and just as importantly, eliminate the ones that don't
Understand the difference between tax preparation and tax planning, and why that distinction determines what you actually keep
Prioritize your highest-impact opportunities by timing and effort, so you know what deserves attention before year-end
Build the first draft of your Year-End Tax Action Plan before the session ends
Leave knowing what needs to happen, in what order, and what implementation looks like
You'll walk away with
Your completed Tax Leak Finder™ with your specific leaks identified
Your Year-End Tax Action Plan: a prioritized map of what to implement before year-end
Replay access included with registration
Tax Leak Finder™ Workbook
The complete diagnostic tool you'll work through live during the session. Six-category Tax Leak Finder, Prioritization Grid, and Year-End Tax Action Plan framework. This is what you work from in the session and take with you after.
TaxOS Strategy Guide™
The complete tax planning framework built for Realtors. Referenced during the workshop and yours to keep.
Find Your Tax Leaks™
Give us $197 and 90 minutes and you'll walk away knowing which opportunities apply to your business, what to prioritize, and what needs to happen while there's still time to act. The plan you leave with is yours. Implementing it is the next decision.
If you've been wondering whether you're sending the IRS more than you should, this is how you find out. See you in the session.
The story that shaped how I work didn't involve one client. It was seeing the same pattern repeat.
Successful Realtors would come in with a CPA, organized books, and accurate returns. By every standard measure, their taxes were handled. But once we looked beyond compliance, we kept finding the same thing: missed opportunities that could have been implemented before year-end. Not because anyone was negligent. Because no one had ever asked the forward-looking question.
That was the gap. A system problem, not a knowledge problem.
After seeing it repeat, the answer came into focus: Realtors didn't need another tax seminar. They needed a structured way to identify their own leaks, prioritize what applied to their situation, and leave with a plan. That's why this workshop exists.
I'm Jemel Smith. I work with Realtors to build a Financial Operating System that turns their income into lasting wealth. This workshop is the front door: the structured process that shows you where your leaks are while there's still time to do something about them.
Questions people ask
If you've been wondering whether you're sending the IRS more than you should, this is how you find out.
See you in the session.