Estate Planning and Taxes – VIRTUAL – 3 CE
Date: Tuesday, October 6, 2026
Time: 10:00 a.m. – 1:00 p.m.
Instructor: Brent Lancaster
Member Price: $25
Non-Member Price: $35
Location: Live Streaming
Course Provider: The Lancaster Institute (Outside Provider)

About the Course:

This course provides real estate professionals with a practical understanding of taxes and tax deductions that may affect their business and financial planning. Participants will explore key deductions and identify opportunities that may be overlooked, while gaining insight into important questions to discuss with their CPA or tax professional.

By developing a stronger understanding of sound financial practices, participants will be better equipped to manage their businesses, support their long-term professional success, and better serve their clients.

Learning Objectives:

After taking this class, participants will be able to:

• Identify common tax deductions that may be relevant to real estate professionals.
• Recognize tax-related opportunities that may be overlooked when managing a real estate business.
• Understand key financial considerations related to business and tax planning.
• Identify important questions to discuss with a CPA or qualified tax professional.
• Apply sound financial practices to better manage and support the long-term success of their real estate business.

ORRA Virtual Professional Development Course Policies

ORRA Camera-On Policy — Required for Credit

ORRA requires all participants in a virtual class, including auditors, to have their cameras on at all times, ensuring they are visible and fully engaged. Noncompliance with ORRA’s camera-on policy will result in removal from the class and forfeiture of credit.

Course Participation & Requirements:

Participants are expected to follow all applicable ORRA policies, Professional Development policies, course requirements, and instructor directions. ORRA reserves the right to remove any participant who does not comply with applicable ORRA policies or course requirements.

ORRA follows all FREC attendance rules.

Important Note:

This course is offered through The Lancaster Institute, a new external course provider. All class reminders, confirmations, and communications will be sent directly from The Lancaster Institute approximately 24 hours before the class start time.

Please check your email, including your spam or junk folders, for messages from The Lancaster Institute. If you find an email from us there, please mark it as “Not Spam” or move it to your inbox to ensure you receive all course-related updates in a timely manner.