Tactical Tuesday: From Agent To CEO: Mind Your Business

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