- Expert Tax Education Series
Tax Strategy
Webinars
Optimize Your Affiliate Experience – Portal Walkthrough + Q&A
A practical session designed to help ETS affiliate partners get the most out of their partnership. Join us for a hands-on walkthrough of the affiliate portal, covering how to submit referrals, track study...
Assisted Living Conference 2026
The 2026 Assisted Living Conference brings together the entrepreneurs building these businesses, the operators running successful homes, the investors backing scalable models, and the professionals who make it all work. This is where you learn from people who’ve already solved the problems you’re facing — or about to face.
Go Bundance Women 2026
This is a community where you don’t have to perform, prove, or make yourself smaller. It’s a mastermind of women entrepreneurs and leaders who’ve built success, and are ready for a more supported way to grow.
REP: Material Participation & Cost Seg, Part 2
Real Estate Professional status and cost segregation are two of the strongest tax strategies available to real estate investors. They work best when they’re understood and used together.
Year-End Tax Planning & Strategy
Year-end is when your clients most need you to be proactive. Heidi and Mike will share year-end planning strategies and specialty tax incentives that CPA affiliates can bring to clients before December 31.
Texas Multifamily Forum
The Marcus & Millichap / IPA Multifamily Forum: Texas returns for 2026 – bringing together 500+ owners, investors, operators and developers active across the Lone Star State’s apartment markets for one high-impact day of insight, debate and deal-making.
Year-End Deal Strategy
Year-end is a busy time for real estate deals, and the right timing and strategy can make a real difference in your clients’ tax outcomes. Mike and a special guest will share year-end deal strategy...