Día 2 – Martes 15 de Septiembre
| 10:30am | Formulario 5472: Socios Extranjeros |
| ¿Tienes clientes extranjeros con participación en una C-Corporation en Estados Unidos? Entonces este tema no es opcional — es crítico. En esta clase aprenderás todo lo que necesitas saber sobre el Formulario 5472, incluyendo cuándo se debe presentar, qué transacciones deben reportarse y cómo documentar correctamente las aportaciones de capital de socios extranjeros. Muchos profesionales cometen errores al asumir que las contribuciones de capital no son reportables — lo que puede resultar en multas de hasta $25,000 USD por cada formulario no presentado o incorrecto. En esta sesión aprenderás: • Qué es el Formulario 5472 y quién está obligado a presentarlo • Cómo identificar “reportable transactions” con socios extranjeros • Tratamiento correcto de aportaciones de capital • Requisitos de documentación y cumplimiento con el IRS • Errores comunes que debes evitar como Tax Pro Read More… | |
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| 11:30am | Real Estate & Taxes: 1031 Exchange, AirBnB Tax Hacks, Schedule E, Depreciation |
| This advanced training is designed for tax professionals, real estate investors, and advisors looking to maximize tax efficiency in real estate. Learn how to strategically apply key concepts like 1031 Exchanges to defer capital gains, optimize Schedule E reporting, and leverage depreciation to reduce taxable income while increasing cash flow. We’ll also break down powerful Airbnb tax strategies, including how short-term rentals can unlock accelerated depreciation opportunities and potentially bypass passive activity loss limitation. By the end of this session, you’ll understand how to: Defer taxes and scale portfolios using 1031 Exchanges Properly report rental activity on Schedule E Use depreciation and cost segregation as wealth-building tools Apply short-term rental strategies for higher tax savings Ideal for those ready to move from basic tax prep to high-value tax planning and advisory services for real estate clients. Read More… | |
| Speakers | Will DeJesus, CPA & Jesus Abikarram, EA |
| 12:30pm | How to Build a $1 Million Tax Business |
| Most tax pros hit a revenue ceiling — not because they lack knowledge, but because they’re selling the wrong thing. This class breaks down exactly how to transition from tax preparer to high-value tax advisor, attract small business owners and real estate investors as premium clients, and build a practice that generates real, recurring revenue. You’ll learn how to run tax assessments that instantly demonstrate your value, price advisory services based on results (not hours), and implement advanced strategies — from S-Corp elections and Accountable Plans to cost segregation and Real Estate Professional status — that clients will gladly pay $5,000–$25,000+ a year for. Read More… | |
| Speaker | David Perez |
| 2:30pm | Should I Place My Assets in a Trust? |
| In this class, you’ll learn when and why placing your assets in a trust can be a powerful strategy for asset protection, estate planning, and tax efficiency. We break down the key differences between revocable and irrevocable trusts, how trusts impact your taxable estate, and when they actually make sense for business owners and investors. You’ll also understand common misconceptions—like why not all trusts reduce taxes—and how high-level strategies use trusts to preserve wealth and transfer it across generations. Perfect for entrepreneurs, real estate investors, and tax professionals looking to build smarter, long-term financial structures. Read More… | |
| Speaker | Sergio Jimenez, Esq. Tax LLM, CFP. |
| 3:30pm | LLC or S-Corp? What’s best for Real Estate Investors |
| | Choosing the wrong business entity can cost you thousands in unnecessary taxes and leave your assets exposed. In this class, we break down the key differences between LLCs and S-Corps so you can make a confident, informed decision for your real estate portfolio. You’ll learn how each structure handles liability protection, pass-through taxation, and self-employment tax — and discover which works best for rental investors, house flippers, and active operators. We’ll also cover the popular LLC + S-Corp hybrid strategy used by seasoned investors to maximize both protection and tax savings. Read More… |
| Speaker | Nellie Akalp |
| 4:30pm | Taxes para Contratistas: Construction Business Tax Deductions |
| En esta clase aprenderás cómo funciona el sistema de impuestos para contratistas en Estados Unidos y cómo aplicar estrategias clave para reducir tu carga fiscal de forma legal. Cubrimos los impuestos principales —income tax, self-employment tax y pagos estimados trimestrales— así como las deducciones más importantes que pueden ahorrarte miles de dólares al año. También exploramos herramientas avanzadas como Section 179, depreciación acelerada, deducción QBI del 20% y la estrategia de S-Corporation, utilizadas por contratistas para optimizar impuestos y aumentar su rentabilidad. Ideal para contratistas, dueños de negocios de construcción y tax pros que buscan pasar de simplemente cumplir con el IRS a planificar estratégicamente y maximizar ganancias en 2026. Read More… | |
| Speaker | Gladiola Unzueta |
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