For REALTORS®, mastering tax and business strategies isn’t just smart - it’s core to long-term success. Mike White (PSAR Technology Committee Chair), together with guest speaker Vidal Espinosa, MBA from Invictus Advisors, shares actionable insights that will enable real estate professionals to optimize their financial status and plan with confidence.
Session attendees will leave with this knowledge set:
- Understanding REALTOR® specific deductions
- Mastering expense trackers
- Avoiding common REALTOR® tax pitfalls
- Optimizing business structure
- Planning for the future
This is a live 
class
Get to know the guest speaker:
Vidal “The Shark CFO” Espinosa is a powerhouse in cross-border finance and tax strategy, known for helping entrepreneurs scale with precision. As founder of Invictus Advisors, he leads a bi-national firm empowering U.S. and Latin American businesses to grow profitably and stay IRS-proof. With over 25 years of experience and a background from KPMG and Loyola, Vidal is the go-to CFO for smart, aggressive financial planning. He’s also the voice behind the podcast Lunch with The Shark and Happy Hour with The Shark, where money meets bold strategy.
PSAR's mission is to empower real estate professionals.