Protecting Your Commissions, Business, and Legacy: A Legal & Tax Guide for Realtors

As a REALTOR®, your income, license, commissions, business, and personal assets can be exposed to risk through client disputes, contract claims, E&O gaps, lawsuits, tax issues, and long-term planning challenges.

This practical course will help you understand legal, tax, and estate planning strategies to reduce exposure, protect what you earn, and plan for long-term financial security.

What You’ll Learn

Lawsuit Protection

• Common lawsuits and claims REALTORS® may face
• How to protect professional and personal assets when liability insurance or E&O coverage may not be enough
• Asset-protection mistakes to avoid
• Ways to reduce liability related to assistants, transaction coordinators, team members, and other professionals

Tax Reduction and Estate Planning

• Strategies that may help reduce income and capital gains taxes
• How to prepare for business transition, retirement, or brokerage succession
• Tools such as corporations, trusts, wills, and family limited partnerships
• Estate planning techniques to help protect assets and preserve long-term wealth

Instructor: Larry Oxenham, Author, Senior Advisor

Larry Oxenham is an asset protection expert who has helped thousands of professionals structure their assets for lawsuit protection, tax reduction, and long-term financial peace of mind. He is a nationally recognized speaker and author of several books and articles on asset protection.