Blog - Beyond GCI - Financial Advisor for High Performing Commercial Real Estate Agents and Brokers

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Business Management, Tax Planning

The S-Corp Question Every New Agent Eventually Googles

At some point in your first or second year, someone at your brokerage mentions S-corps. Maybe…

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Business, Business Management, Management, Risk Management, Tax Planning

What is Real Estate Professional Status and Should I use it?

If you spend any time on financial social media, you’ve likely seen influencers peddling Real Estate…

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Business, Business Management, Insurance, Risk Management

Do Real Estate Agents Need Disability Insurance?

In the new world of automation and ai, there is one key part of your real…

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Cash Flow, Estate Planning, Insurance, Investments, Retirement, Tax Planning

6 Planning Moves CRE Brokers Can Make in 2026

Being a high-earning 1099 professional requires more than just a good CPA; it requires a Chief…

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Investments, Retirement, Retirement

How to Build a Super-Powered Solo 401(k) in 2026

If you are a high-GCI real estate agent, you probably have a retirement account. But do…

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Business Management, Investments, Retirement, Tax Planning

Why Top Brokers Need a Non-Real Estate Portfolio

If you are a high-producing agent or broker, you’ve likely been told that real estate is…