Real Estate Tax Pro – Original

Congratulations on your enrollment in the Real Estate Tax Pro System! On this page you will find the resources that Dan discussed on the webinar.

As always, keep in mind that the number one key to success is taking action. We suggest that you begin your marketing efforts this week in order to accelerate the path to dominating the real estate industry in your local area.

To download a file, right click and select “Save as…” in your browser.

Training Videos

Dan Henn, CPA Presentation to Real Estate Broker and Agents

This exact presentation resulted in 7 of 12 agents requesting an appointment, and closing over $4,000 of immediate new business. Additional revenue will be created from lead follow up.

Download: Realtor Presentation by Dan Henn, CPA to local Real Estate Broker and Agents

Get Tax Leads By Teaching Real Estate CPE

Guess what? Real estate agents have to complete CPE hours each year, also. Generate leads by offering CPE to your local agents.


Download Video: Teach Realtor CPE

Preparing to Speak

Checklist for Speaking (Excel) – Simple dos and don’ts and what not to forget when you speak

Remember to customize all these templates before using them.
Speaker Bio Samples (PDF)
Speaker Bio Template (Word)
Real Estate Broker/Agent Strategy Session “Order Form” (Word)
PowerPoint Presentation to Brokers and Real Estate Agents (PPT)

Lead Magnets

Remember to customize all these templates before using them.
Real Estate Agent Deductions Booklet (Word)
Real Estate Agent Deductions Special Report Version
Top 10 Tax Issues Facing Real Estate Agents
FIRPTA Report (PDF) – created in

Coaching Call Recordings

RETP Coaching Call – 1/10/2017