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Tactical Tuesday: From Agent To CEO: Mind Your Business

February 17, 2026 12:00 PM - 1:30 PM (EST)

Description

Running your real estate business like a true business starts with having the right legal and financial foundation. Join us for this Tactical Tuesday Lunch & Learn featuring a CPA and attorney who will walk you through best practices for setting up and operating your business the right way - financially, legally, and strategically.


This session will focus on practical, actionable guidance you can implement immediately, including:

  • Choosing the right business structure
  • Understanding tax strategies and write-offs
  • Bookkeeping and record-keeping best practices
  • Contracts, compliance, and legal pitfalls to avoid
  • Planning for growth and long-term success

Facilitators:
• Sophia Munson, Munson Law
• Sherri Rose, The Rose Group CPA


Whether you’re a newer agent or a seasoned professional, this session will provide valuable tools to help you protect your business, maximize profits, and operate with confidence.


📅 Tuesday, February 17, 2026
🕛 12:00 PM - 1:30 PM
📍 Bold Real Estate | 10100 Governors Dr, Chapel Hill

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Contact Information

ORANGE CHATHAM ASSOCIATION OF REALTORS
Name: Caroline Polley
Phone: 919-914-6718
Email: caroline@orangechathamrealtors.com
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