Top Tax and Real Estate Tips and Free Advice!

Monday, August 20, 2018

Our Open House Realtor & Tax Seminars

Running throughout the year, our short, FREE and insightful seminars will empower participants with important, easy to understand, legal and tax knowledge that will promote efficiency, minimize liability and maximize profitability.

All seminars will be hosted at the Koontz & Associates and Koontz & Parkin offices, located at 1613 Fruitville Road, Sarasota, Florida 34236


 

AUG 24 - RETIREMENT PLANNING: TAX BENEFITS FOR A SMALL BUSINESS - Marina Parkin

Learn how to be prepared and what to ask your financial advisor about taxation and retirement as it relates to your business.

RSVP TO [email protected]


 

AUG 30 - HOME INSPECTIONS - Jo Ann Koontz

When a home inspection proves problematic, find out how to resolve situations, negotiate and keep the deal together.

RSVP TO [email protected]


 

SEPT 13 - 1031 EXCHANGE - Jo Ann Koontz

Who benefits from a 1031 exchange and what are the prerequisites? This valuable information will arm you with expertise to work with qualified buyers.

RSVP TO [email protected]


 

SEPT 20 - EMPLOYEES VERSUS CONTRACTORS -Marina Parkin & Christine Sensenig

Tax "must knows," pros, cons and pitfalls related to hiring in either capacity.

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SEPT 27 - WHO REALLY BELONGS ON THE TITLE? - Jo Ann Koontz

Have parents or family wanting to help kids purchase a home? In a real estate transaction, the borrower does not legally need to be the title holder and vice versa. Find out how to avoid confusion with the lender in advance of the closing, and simplify transactions.

RSVP TO [email protected]


 

OCT 11 - TAX STRATEGIES AND BUSINESS PLANNING FOR TEAMS - Jo Ann Koontz

If you are a part of a team who sell and split commissions with no legal entity formation, you can find yourself liable for more than you expected. Learn the essential "need to knows" from a legal and tax perspective!

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