08 Sep Tax and Legal Strategies Every REALTOR Should Know, 9/8/2025 (3 CORE-Jarom Bergeson) Tax and Legal Strategies Every REALTOR Should Know, 9/8/2025 (3 CORE-Jarom Bergeson) Monday, September 8, 2025 (9:00 AM to 12:00 PM) 3 Education Credits UCAR Education Room, Orem, Utah CLASSROOM, CORE, FIVE STARS, LEGAL INFORMATION, TAX Details You're Registered! DescriptionLocationInstructors COURSE ID: RC180231 Description: Understand the difference between an LLC and S-Corp. Understand and explain various tax benefits of investing in real estate. Understand and explain the benefits of utilizing an IRS 1031 Like-Kind Exchange Understand and explain the opportunities of using Self-Directed IRAs to invest in real estate Understand the proper way to utilize an S-Corp, maximize your payroll and expenses with that S-Corp. Understand the power of real estate rental, appreciation of real estate, tax write offs and tax benefits of real estate. Understand the various types of real estate investors and what their objective would be in purchasing certain types of investment property. Understand the use of qualified funds in purchasing real estate investment property. UCAR Education Room - The Big Room UCAR Education Room (The Big Room)1031 W Center StSuite 100Orem, UT 84057 Map & Directions Jarom Bergeson For nearly a decade, Jarom has focused his practice on helping clients save on taxes, protect their hard-earned assets, raise business capital, navigate the complexities of self-directing their retirement accounts, and ensure their loved ones are taken care of after they pass away. Jarom’s clients are entrepreneurs, small business owners, start-ups, and real estate investors from all across the country and all walks of life. Jarom has helped hundreds of clients form business entity and other structures (including LLC’s, corporations and asset protection trusts) that protect their assets and save on taxes. As a tax attorney, Jarom knows the tips and tricks to make sure his clients aren’t handing over more to Uncle Sam than is absolutely necessary.For most entrepreneurs, raising capital to start or expand a business is often of the utmost importance. Jarom has assisted dozens of clients to negotiate the maze of legally raising capital through private placement offerings under Regulation D and other rules and regulations of the Securities and Exchange Commission (SEC) and various states.Jarom also helps clients take charge of their retirement investments by advising them on tax and legal issues related to the use of Self-Directed IRA’s and Solo 401k’s, as well as the proper use of LLC’s owned by those retirement accounts.No one likes to do it, but planning for what will happen when you’re gone can save your family thousands in legal fees, months of waiting in limbo, and countless headaches when that time comes. Jarom has led hundreds of clients through the process of drafting wills, trusts, and other estate planning documents to facilitate order and certainty in what can be difficult end-of-life medical and financial decisions, as well as a smooth transfer of assets to chosen heirs upon death.