Closing out the year the right way for commercial real estate owners is crucial. This is important not only from a tax planning perspective but also for developing and implementing a strategy for the upcoming year.  In this action-oriented, educational power hour, you will learn:

  • What records should be updated at the end of the year
  • What metrics you should be looking at for year-end
  • How to quickly estimate your tax liability
  • Questions and Answers

Recorded Date: December 11, 2019


Jeri Frank

Co-founder and CEO
Jeri Frank is the Co-Founder and CEO at STRATAFOLIO. STRATAFOLIO is an online software solution that provides powerful analytics, and automation for people who own and manage real estate. We help you manage your cash flow, debt, files, leases, partners, and more. We manage the details, you focus on growth.

Trevor McCandless

Chief Entrepreneurial Officer
Trevor McCandless specializes in what he calls tax translation. He also counsels serial entrepreneurs on how to think about their financial numbers and the tax effects that result from their everyday transactions. He is excited to share the top ways commercial real estate owners can close out the year and prepare themselves for a great next year!

Any Questions?

Contact us if you have any questions, or if you would like to see how STRATAFOLIO can significantly reduce the amount of time you spend closing out your year.