FREE Educational Class

Description

 Click here to sign up: How to Optimize Your Business for Obtaining a Home Loan and Tax Savings Tickets, Wednesday, Mar 25 from 5:30 pm to 6:15 pm | Eventbrite 

Stop Choosing Between Low Taxes and Loan Approval.

Most business owners reduce their taxable income…
 Then try to buy a home…
 And suddenly realize their income “on paper” isn’t strong enough.

It doesn’t have to work that way.

This workshop is designed for self-employed professionals, real estate investors, and S-Corp owners who want to understand how tax strategy and mortgage qualification work together — not against each other.

If you plan to buy or refinance within the next 1–2 years, this class could save you from costly planning mistakes.

What You’ll Learn

✔ How lenders actually evaluate self-employed income
 ✔ Why aggressive write-offs can hurt loan approval (and how to plan properly)
 ✔ Smart strategies like the Augusta Rule and Accountable Plans
 ✔ How cost segregation and bonus depreciation affect underwriting
 ✔ Alternative loan programs many business owners don’t know exist
 ✔ What to do 12–24 months before applying for a mortgage

Who This Is For

 - Self-employed business owners

• 1099 earners
  

• Real estate investors
  

• S-Corp and LLC owners
  

• Anyone planning to buy or refinance a home in the next two years
  
  

Why This Workshop Is Different

This isn’t a sales seminar.

It’s a strategic conversation between a CPA firm and a mortgage lender — showing you how coordination before filing taxes can dramatically improve your borrowing power.

The smartest buyers don’t react at year-end.
 They plan ahead.

About the Hosts

Compass CPA specializes in proactive tax planning, cost segregation studies, and advisory services for business owners and investors.

Guild Mortgage helps self-employed borrowers navigate traditional and alternative lending programs with clarity and strategy.

Contact: ssaraceno@guildmortgage.net