Learn about Tax & Business Essentials for Real Estate Agents!
Join us when licensed Investment Advisor & Registered Tax Preparer, Jesse Lipscomb covers:
- Schedule C
- Tax Deductions
- Tax Planning
Don’t miss this opportunity to gain valuable knowledge!
Agenda
6:00 Arrival
6:10 Opening remarks
6:15 Speaker with Q and A
7:00 Market Recap
7:05 Broker Corner
7:15 Agent Roundtable
About the Speaker:
As a licensed Investment Advisor & Registered Tax Preparer with Roadmap Tax Services, Jesse Lipscomb, EA, specializes in Tax Return Based Financial Planning, and believes minimizing taxes today can greatly enhance one’s wealth tomorrow. A graduate of the United States Military Academy at West Point, Jesse developed a strategy called “Financial CPR” to help his clients manage the complexities of financial planning.
A familiar voice on San Diego radio, Jesse hosted the Financial CPR Radio Show on AM 1170 KCBQ, and Co-Hosted The Money Makers on AM 760 KFMB. In conjunction with the Union Tribune’s partnership with wsRadio.com, Jesse also hosted Business Networking Radio, where he provided small business owners and entrepreneurs with insight from his years in finance and business development.