Virtual Accounting and Tax Bootcamp

An Experience Hosted by Ana Klein, CPA & Ryan the Real Estate CPA

August 11th & 12th
Limited Seats Available
Streamline your Accounting and Tax Systems
There a million things to know, on top of various strategies that specifically fit your life and business. And if you’re reading this, there are two things that are important to you, growing your business, keeping your money instead of giving it away to the IRS and more money. 

You don’t have time to waste on your financial recordkeeping process, or to craft a tax plan throughout the entire year to save you from paying Uncle Sam. 

We are here to help. 

We wanted to bring everything together in 2 days, for you to walk away with the confidence that will elevate your financial processes AND decrease your tax liability. 

Meet Your Hosts

Ryan Bakke, CPA

Ryan is a Real Estate CPA and Investor whose passion is helping to change family trees. Ryan primarily focuses on tax consulting and planning in order to save his clients thousands of dollars each year.

Ana Klein, CPA

Ana has been running a CPA firm focused on Real Estate Investors for over 5 years and also has invested into single-family and multi-family homes. Ana’s niche is helping real estate investors implement tax strategies to save them thousands in their tax liability!

What You’ll Learn

Day 1: All About Bookkeeping

On day one, we go over all things related to Quickbooks bookkeeping, and with two sessions for investors and business owners, we cover the following:

Leverage the Power of Quickbooks

Setting Up Your Properties & Chart Accounts

Income and Expenses by Property

Account Reconciliation

Vendors and 1099s

Preparing Financial Reports

and more!

Day 2: Diving into Real Estate and Tax

On day two, we talk about tax laws and how you can save thousands of dollars as a real estate investor, and talk about the following:

Passive Activity Losses

Real Estate Professional Status

The Power of Cost-Segregation

STR Loopholes

S-Corp Benefits Explain

Guest Speakers

and more!

Meet Your Guest Speakers

Matt Sorensen

CEO - Directed IRA, Partner - KKOS Lawyers, Best-Selling Author - The Self Directed IRA Handbook, Podcast Host Main Street Business Podcast and Directed IRA Podcast, VIP Contributor at Entrepreneur, Expert Author Cryptopedia…and real estate investor.

Lauren Speidel

Lauren Speidel is the Regional Manager for the Midwest Regional Offices for Exeter 1031 Exchange Services, LLC. She has worked with Inland Securities and Inland Private Capital located in Chicago for close to a decade, specializing in investment products such as REITs and alternative replacement property options for clients performing 1031 Exchanges such as Tenant-In-Common (TICs) and Delaware Statutory Trusts (DSTs) investment properties. 

“Ryan does a great job breaking down the complexities of real estate tax law into understandable portions and explaining why real estate is the greatest investment out there.”

Bootcamp Schedule

August 11th

10:00-11:30am CT
All About Bookkeeping for Investors (Session 1)

1:00-2:15pm CT
All About Bookkeeping for Business Owners (Session 2)

August 12th

9:15-3:30pm CT
Diving into Real Estate and Tax

This is for you IF:

You want to improve your financial recordkeeping processes

You want to save money in taxes

You want to grow your real estate business

You want to better understand tax laws and procedures

You want to implement better financial practices

You are action oriented and motivated to improve your business

You want to learn from other professionals and like minded people

What you will walk away with:

A way to streamline your accounting systems

Tax Saving Strategies

A blueprint to growing your real estate businesses

A better understanding of tax laws and procedures

Financial practices that will streamline your business

Motivation to take your business to the next level

Networking with other real estate professionals

Pricing

Starting at
$
175
What’s Included:
  • Session Access
  • Lifetime Access to Recording

Our Previous Clients

FAQs

Where do the sessions take place?
All sessions are on Zoom.


When are the sessions?
August 11th at 10-11:30am and 1-2:15pm CT
August 12th at 9:15-3:30pm CT

 
Are the sessions recorded?
Yes! You will get access to them after the bootcamp. 


What’s the difference between the two sessions on August 11th?
Session 1 is focused on real estate investors, session 2 is focused on a more general audience, we encourage everyone to attend both. 


Do I need to be a real estate investor?
No, any investor, realtor, wholesaler, broker, or business owner is encouraged to attend. All material is applicable to any of those types of people! 

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