The ‘Mid Year Rescue’ Tax Strategy

Want to keep more of your real estate commission and pay less in taxes—legally? In this episode, Tristan sits down with Alex, partner at Steel Point Capital and Accruity, a real estate-focused tax, accounting, and CPA firm, to break down the exact 5-step tax strategy framework agents, investors, and brokerages can use to slash their tax bill and build long-term wealth. Using a real example of an agent earning $125,000 in GCI, Alex walks through how proper entity structuring, S-Corp elections, retirement planning, and bonus depreciation can take a $13,000+ federal tax liability down to zero — and uncover over $20,000 in additional tax savings. If you've ever wondered how top agents and investors use real estate professional status, cost segregation, and the Augusta Rule to build generational wealth while staying fully compliant, this episode is a must-watch. What You'll Learn: The 5-step tax strategy framework for real estate agents, investors, and property managers How to structure your business with an S-Corp, LLCs, and a holding company to reduce liability and taxes Wage optimization strategies: how to pay yourself to minimize payroll tax How to qualify for real estate professional status and offset W-2 income with depreciation Cost segregation and 100% bonus depreciation under the "One Big Beautiful Bill" Retirement strategies using self-directed 401(k)s and SEP IRAs to invest in real estate The BRRRR method for building a rental portfolio while maximizing tax benefits Low-hanging fruit tax strategies: accountable plans, the Augusta Rule, and hiring your kids Why bookkeeping (and tools like QuickBooks) is the foundation of good tax planning How brokerages and teams can access fractional CFO-style reporting and advisory services Schedule Your FREE Strategy Session Now! https://partner.accruity.com/lab-agen... ------------------------------------------------------ Tristan Ahumada and Nick Baldwin, founders of the Lab Coat Agents Facebook Group, Lab Coat Agents, the largest real estate-related community group on Facebook with 140,000 members and growing. What Tristan and Nick bring to the table is unique. They both run top teams in their markets of Malibu, CA, and Clarkston, MI. They are investors and Team Leaders at Keller Williams Market Centers and have a combined sales volume of over a billion dollars. Their focus is on internet lead generation and conversion by leveraging automation in their real estate businesses. They firmly believe leverage is the new hustle. Tristan and Nick aren’t simply speakers who talk about what agents should be doing to grow their business. They are agents who are implementing what they teach and have the results to show it. They also consult multi-million and billion-dollar companies on real estate tech and understanding the real estate agent as a whole. They both have families that they support. Tristan's wife is Janice and his two kids are Aliyah and Ansen, and Nick is married to Anne and has two kids, Levi & Gus. -------------------------------------------------------------------------------- ✅ Subscribe to our YouTube Channel:    / labcoatagents   ✅ Like & Follow our FB Page:   / labcoatagent   ✅ Follow us at Instagram:   / labcoatagents   ✅ Follow us at X (former Twitter)   / labcoatagents   ✅ Website https://www.labcoatagents.com -------------------------------------------------------------------------------- LabCoatAgents is not in the business of providing personal, financial or investment advice and specifically disclaims any liability, loss or risk, which is incurred as a consequence, either directly or indirectly, by the use of any of the information contained in this document. Also, LabCoatAgents, this document, and any online tools, if any, do NOT provide ANY legal, accounting, securities, investment, tax or other professional services advice and are not intended to be a substitute for meeting with professional advisors. If legal advice or other expert assistance is required, the services of competent, licensed and certified professionals should be sought. In addition, LabCoatAgents does not endorse ANY specific investments, investment strategies, advisors, or financial service firms. #labcoatagents