06 Jun Tax & Financial Planning for Real Estate Professionals Tax & Financial Planning for Real Estate Professionals Tuesday, June 6, 2023 (1:00 PM to 2:00 PM) 0.00 CE Hours Orlando Regional Realtor Association, Orlando, Florida No CE Credit Class, Taxes Details You're Registered! DescriptionLocationInstructorsCancellation Policy Tax & Financial Planning for Real Estate Professionals Date: June 6, 2023 Time: 1:00 p.m. - 2:00 p.m. Member price: $10 Location: Orlando Regional Realtor Association (ORRA) Description: Wallman Financial leads this workshop session with areas covered to include: Tax planning for REALTORS Solo 401k Individual 401k plans Traditional IRA and Roth IRAs Roth 401k Life Insurance Income Planning ACCESSIBILITY ORRA will make every effort to ensure that onsite programs are accessible to all. Call 407-513-7268 to provide advance notice to staff regarding need of assistance. CANCELLATION/NO-SHOWS Cancellations not received within two (2) days prior to class start time will result in the forfeiture of the registration fee. Cancellations can be made through ORRA’s Professional Development Department at 407.513.7268 or email at education@orlandorealtors.org. Orlando Regional Realtor Association Orlando Regional Realtor Association1330 Lee RdOrlando, FL 32810 Map & Directions Michael Wallman Michael is an investment executive with over 25 years of experience in the financial services industry and has developed a keen insight into developing professional and personal relationships. He is a Financial Planner, specializing in Tax Planning for Real Estate Professionals(sole proprietors). For several years, he has been sponsoring and presenting educational programs on tax and financial planning topics that are geared towards real estate professionals. The talks center around the tax liability most agents incur, as most are solo practitioners /solopreneurs and as such are taxed at a higher rate. Michael brings his investment talents to each of his clients as a Financial Planning, providing superior client communication and service. In addition, he has professional expertise in areas such as: Taxation, Insurance, Wills and Trusts, Real Estate, etc.. CANCELLATION/NO-SHOWSCancellations not received within two (2) days prior to class start time will result in the forfeiture of the registration fee. Cancellations can be made through ORRA’s Professional Development Department at 407.513.7268 or email at education@orlandorealtors.org.