CE Courses Offered

Currently Approved

The True Cost of Renting - 2 Cr

Our clients and prospects often want to buy their first home for various, non-financial reasons. Then they often decide not to buy because they deem it "too expensive". Let's demonstrate how owning where you live builds enormous wealth!

Understand the impact of inflation on renting and owning
Understand the long- and short-term financial impact of housing choices
Overcome common client objections (down payment, credit, monthly payment)
Improve how we tell this story to prospects & clients

Winning and Creating Investor Clients - 2 Cr

Investors can make fantastic clients - they buy more often, refer friends and family, and act quickly. However, you need to know what you're doing before you win their trust!

Understand the power of compound interest and how waiting to invest can cost our clients
Compare real estate investing with other popular investment vehicles
4 elements of wealth growth in real estate and why cash flow is overrated in new and young RE portfolios
How to analyze an investment property (Excel tool included)

Real Estate Tax Hacks: Write-offs for Realtors - 2 Cr

When you become a real estate agent or investor, you suddenly become a business owner. Learn how to navigate the tax landscape to your advantage.

Understand the value of legally taking advantage of tax laws
Why and how to avoid an IRS Audit and how to choose a great tax pro
Selecting a tax entity (LLC, S-Corp, Partnership, etc.)
Deductions, credits, and which expenses to track
Tax strategies for RE investing
Reverse mortgage tax strategies
Qualifying for a mortgage while self-employed

Reverse Mortgages: The Ugly Duckling - 2 Cr

A contender for the most misunderstood financial planning tool around, the reverse mortgage came out of the gate ugly, but has evolved into a beautiful swan!

Understand reverse mortgage fundamentals
How reverse mortgages can increase listings/sales, boost buyers’ purchasing power, and overcome other barriers set by standard mortgages
Why reverse mortgages are growing in popularity and dispelling myths surrounding them
How reverse mortgages can preserve and increase overall net assets for clients

In Progress

Winning with Self-employed Clients

Working with self-employed clients brings a unique set of challenges and can be very frustrating for both them and you. Arm yourself with the knowledge and tools to help set proper expectations and execute buttery-smooth transactions.

Understand the mindset of a business owner
The role of tax returns in qualifying for a mortgage while self-employed
Alternative financing options if a buyer can't qualify for standard financing
Winning abundant referrals from well-connected business owners

Next-time Homebuyers

Lots of people want to move, but feel trapped by their 2-4% interest rate. Family growth, job changes, and a desire to upgrade their lifestyles don't seem to be compelling enough to overcome financial objections. This course is designed to help you and your clients understand the financial impact of buying their next home.

Earning Referrals from Professionals

Attorneys, CPAs, and Financial Advisors are often the first to know when their clients plan on making large transactions- like buying and selling real estate. They are also often very careful in regards to who they trust to help their clientele with these transactions. If you become a trusted advisor, you can win reliable sources of frequent, well-qualified referrals.

Real Estate Tax Hacks: Strategies for Investors

Investing in real estate can give people an incredible amount of control over their tax situation. Learn how to reduce, defer, and even eliminate taxes like a pro- while still qualifying for financing on your next transaction!

Contact me at TheCPAMortgageGuy@gmail.com to schedule a course.