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Whether you're looking to deepen your understanding or offer enhanced value to your clients, our courses are designed to meet you where you are—making real estate tax strategies accessible, engaging, and impactful.
Unlock expert-level real estate tax strategies with a one-time premium membership fee. Join a community of savvy investors and gain ongoing access to tailored insights, practical tools, and exclusive resources—all designed to save you $10,000–$30,000 annually in taxes while maximizing your ROI.
After joining, you’ll have a proven system to legally reduce your tax burden, reinvest your savings, and accelerate your portfolio growth.
This isn’t just a membership—it’s your roadmap to smarter, tax-efficient investing and long-term financial freedom.
Our Premium Exclusive Network program at Real Estate Tax Strategy Institute offers exclusive access to expert tax strategies and resources for professionals in the real estate industry. Join today!
Email Support: Submit your tax-related questions via email and receive detailed responses from our team of CPAs and strategists within two bus
Our Premium Exclusive Network program at Real Estate Tax Strategy Institute offers exclusive access to expert tax strategies and resources for professionals in the real estate industry. Join today!
Email Support: Submit your tax-related questions via email and receive detailed responses from our team of CPAs and strategists within two business days.
Monthly One-on-One Sessions: Engage in a personalized session each month with a dedicated tax strategist to discuss your unique circumstances and develop effective strategies.
Educational Library Access: Gain unlimited access to our comprehensive collection of educational resources, including articles, checklists, and guides to enhance your understanding of real estate tax strategies.
Exclusive Referral Network: As a member, you'll have access to our Referral Only Network of esteemed tax strategists and preparers, ensuring you receive the highest quality advice and services.
Get Your Questions Answered Live: Weekly “office hours,” where Kevin and Michelle go live to answer your burning questions in real time. Whether you need expert advice, personalized guidance, or help solving specific challenges, this is your opportunity to connect directly with industry professionals.
For members seeking more in-depth support or customized guidance, we offer the option to purchase additional one-on-one strategy sessions at discounted rates. These sessions are perfect for delving deeper into your unique tax challenges and developing targeted solutions tailored to your real estate investments.
Each session connects you di
For members seeking more in-depth support or customized guidance, we offer the option to purchase additional one-on-one strategy sessions at discounted rates. These sessions are perfect for delving deeper into your unique tax challenges and developing targeted solutions tailored to your real estate investments.
Each session connects you directly with one of our expert tax strategists, providing you with:
These additional sessions are designed to complement your existing membership benefits and empower you to make informed, strategic decisions for your real estate portfolio.
Prefer a deeper dive into maximizing your tax efficiency?
With our multi-session packages, you’ll receive the same benefits as two strategy sessions—plus additional three meetings to explore all the insights, refine your approach, and get every question answered live.
These extra sessions are the perfect complement to your membership, empo
Prefer a deeper dive into maximizing your tax efficiency?
With our multi-session packages, you’ll receive the same benefits as two strategy sessions—plus additional three meetings to explore all the insights, refine your approach, and get every question answered live.
These extra sessions are the perfect complement to your membership, empowering you to make confident, strategic decisions and achieve greater success in your real estate portfolio.
At the Real Estate Tax Strategy Institute, we are committed to providing high-quality educational content and expert guidance to help you achieve your real estate investment goals. We understand that sometimes circumstances change, and we want to ensure that your experience with our products and services is seamless. Please review our Return and Refund Policy below to understand how we handle returns, refunds, and exchanges.
1. Online Courses and Digital Content
All sales of online courses, downloadable materials, and digital content are final. Once access is granted to the course or digital product, we are unable to offer refunds due to the nature of digital goods. We encourage you to review course descriptions, outlines, and any available previews before purchasing.
Exceptions:
If there is an issue with the course access, such as a technical error that prevents you from accessing the material, please contact us within 7 days of purchase. We will work with you to resolve the issue or offer a replacement.
2. Personalized Consultations
Consultation services, including one-on-one tax strategy sessions, are provided to assist you in navigating specific tax challenges. Payment for consultations is non-refundable once the session is scheduled and confirmed.
Rescheduling Policy:
If you need to reschedule or cancel a consultation, we request that you provide at least 48 hours' notice. Failure to do so may result in the full session fee being charged.
3. Workshops & Webinars
Fees for workshops and webinars are non-refundable once payment has been processed. However, if you are unable to attend a scheduled session, you may request access to a recording of the event (if available).
Cancellations:
If the event is canceled by the Real Estate Tax Strategy Institute due to unforeseen circumstances, a full refund will be issued, or you may opt to attend a rescheduled session.
4. Membership Subscriptions
For any subscription-based services, including access to members-only resources, ongoing workshops, or educational material, the following applies:
Monthly Subscriptions: Subscriptions are billed on a monthly basis and can be canceled at any time before the next billing cycle to avoid being charged for the upcoming month.
Annual Subscriptions: Annual subscriptions are billed in full upfront and are non-refundable after the first 30 days of the subscription. If you decide to cancel within the first 30 days, you will receive a full refund. After 30 days, no refunds will be provided.
5. Refund Process
If you qualify for a refund based on the terms above, please contact us at info@realestatetaxstrategyinstitute.com. Include your order number, details of the transaction, and reason for the refund request. Refunds will be processed back to the original payment method used within 10 business days.
Privacy Policy
At the Real Estate Tax Strategy Institute, we are committed to protecting your privacy and ensuring that your personal information is handled safely and responsibly. This Privacy Policy outlines how we collect, use, and safeguard your information when you visit our website or engage with our services.
1. Information We Collect
We may collect the following types of information:
Personal Information: This includes your name, email address, phone number, billing address, and payment details when you make a purchase, register for a course, or schedule a consultation.
Usage Data: Information about how you interact with our website, including IP addresses, browser type, pages visited, and timestamps.
2. How We Use Your Information
The information we collect is used for the following purposes:
To process transactions and provide the services you request, including course access, consultations, and event registrations.
To improve our website, content, and services by understanding your preferences and interests.
To communicate with you, such as sending important updates, confirmations, promotional offers, and newsletters (if you have opted-in).
To protect the security of our website and users, ensuring a safe and reliable experience.
3. Sharing Your Information
We do not sell, rent, or trade your personal information to third parties. However, we may share your information with trusted partners and service providers who assist us in delivering our services, such as payment processors, email marketing platforms, and hosting providers. These third parties are obligated to maintain the confidentiality of your information and use it only for the purposes of providing services to us.
4. Data Security
We use industry-standard security measures to protect your personal information, including encryption and secure servers. While we strive to keep your data safe, please note that no method of transmission over the internet is 100% secure.
5. Your Rights
You have the right to: Access and update your personal information.
Opt-out of promotional emails by clicking the unsubscribe link in any communication.
Request the deletion of your data, subject to any legal obligations or legitimate business needs.
6. Cookies
Our website uses cookies to enhance your experience. Cookies are small files stored on your device that help us analyze website traffic and improve functionality. You can manage cookie settings through your browser, but disabling cookies may affect the performance of some features on our site.
7. Changes to This Policy
We reserve the right to update or modify this Privacy Policy at any time. Any changes will be posted on this page, and the effective date will be updated accordingly. We encourage you to review this policy periodically to stay informed about how we protect your information.
Contact Us
If you have any questions or concerns regarding our Return and Refund Policy, please don’t hesitate to contact us. Our team is here to assist you with any inquiries or issues.
Email: info@realestatetaxstrategyinstitute.com
Office Hours: Monday to Friday, 9:00 AM - 5:00 PM (CST)
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