The Tax Strategy Every CRE Broker Needs (S-Corp + Wealth Playbook)

In this episode of The Kansas City Market Pulse, host Logan Freeman sits down with CPA and CFP Jake Crandall, who helps more than 190 brokers in 30-plus states, to break down how CRE brokers can stop overpaying in taxes and turn commission income into long-term wealth.

Jake's view: brokers who treat themselves as a business sit in a sweet spot of the tax code.

Episode Highlights:

• S-Corp Structuring: The goal is to split the uprights between a reasonable salary and the best QBI deduction.
• The QBI Deduction: Often the biggest deduction, because 401(k), real estate and HSA moves are mostly deferrals.
• Retirement Contributions: With no employees, a broker can put up to $72,000 in a 401(k) without matching anyone else.
• Set Aside for Taxes: Hold back 15%, 25% or more of every commission so tax time does not leave you cash-strapped.
• Planning vs. Compliance: Plan proactively instead of waiting for a CPA to file what already happened.

There is a big difference between what you make and what you keep. Build the machine, then decide how it builds wealth.

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