Monday, November 3 • 2–4PM CST • Live Virtual Event
The Strategic Realtor Advantage
Maximizing Real Estate Profits: Tax & Lending Strategies Every Agent Should Know
Join us for an exclusive 3-hour workshop designed to help real estate agents grow their business and better serve investor clients.
About the event
Why
To learn how to use rental income, investor-focused loans, and tax-smart strategies to grow your business and your own real estate portfolio.
When:
Monday, November 3
2:00 - 4:00 PM CST
This exclusive virtual event is designed specifically for local Realtors ready to level up their income, client base, and financial knowledge.
For the first time in years, David Perez nationally recognized tax strategist is returning to deliver real-world tactics tailored for real estate professionals.
He’s teaming up with Laura Vierra, your local lending powerhouse, to bring you insights that can immediately impact your business.
What You’ll Learn:
Tax strategies for maximizing deductions and minimizing liability
Mortgage hacks: How to use rental income to help clients qualify for more
Investment-focused loan products: DSCR, no-ratio, and cash-flow lending explained
Structuring deals creatively (and legally) to benefit both homeowners and investors
Q&A with two industry experts
Why this event matters
In today’s market, successful Realtors are more than closers — they’re strategic financial advisors to their clients and savvy wealth-builders for themselves.
This isn’t your average lunch-and-learn.
You’ll gain insider insight from:
A lending team that works WITH your business model (not just your deals)
A tax strategist trusted by thousands of high-income professionals
MEET YOUR SPEAKERS
David A. Perez
CEO/Founder/CRO
17+ years in the tax industry | 50,000+ returns reviewed | 7-figure tax advisory firm founder He’s not just a tax guy — he’s a deal-maker and strategy builder for the nation’s top real estate pros.
Laura Vierra
Chief Operating Officer and Licensed Mortgage Loan Originator
Mortgage Broker & Lending Strategist | Local market expert | Trusted by top agents Laura brings real tools, lender insights, and a deep understanding of how to close smartly and efficiently in today’s market.
NMLS #1975289
Raul Gomez
Client Retention & Strategy Lead | Tax & Financial Advisor
A seasoned MBA-Financial & Tax advisor, he specializes in advanced tax strategies and multi-asset investment planning. As the firm’s go-to for client retention and escalation, he’s known for resolving complex cases, salvaging high-risk relationships, and guiding high-income clients through tailored strategies that bridge tax and real-world financial planning. His approach ensures optimized savings, liability protection, and long-term growth.
LIMITED CAPACITY
Only 50 Realtors will get in the room. This is your shot to learn from the team that’s redefining smart real estate growth
Free Event
Frequently Asked Questions
Who is this event for?
Primarily for real estate agents who work with (or want to work with) investor clients, house hackers, or clients building rental portfolios. If you want to understand how to structure deals creatively and strategically, this is for you.
Is this just for experienced agents?
Nope! Whether you're new or seasoned, you'll walk away with high-value strategies tailored for any real estate pro.
Will there be a pitch or upsell?
No sales pitch this is a networking and education event. But you’ll walk away knowing who to refer your investor clients to for lending & tax help.
Will this help me grow my own real estate portfolio?
Absolutely. In addition to helping your clients, you’ll also learn tax-smart lending strategies that can help you invest smarter in real estate yourself.
Will there be a Q&A session?
Yes! You’ll have a chance to ask both presenters your questions during a live Q&A session at the end of the workshop.
NMLS #2050536
