Tax Strategy
Webinars

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.

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 status, access marketing materials, and stay on top of your commissions. We’ll wrap up with a live Q&A to answer your specific questions.

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.

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. In this session, Heidi covers the key things affiliates need to know about material participation and cost seg, so you can spot opportunities, guide your clients and network with confidence, and grow your referrals with ETS.

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. They’ll also cover how partnering with ETS adds value for your clients and new revenue for your firm.

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 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 and practical ideas for real estate affiliates, so you can support your network and grow your referrals with ETS.