To view my current teaching schedule or to register for one of the following classes, please click here:

1031 Tax-Free Exchanges

This course is specifically designed for real estate agents rather than tax law professionals. It is a "power point" presentation with humorous slides disbursed throughout the class to help maintain the student's interest. The students learn the basic rules governing an exchange, go through many examples of exchanges, and are given the forms  used to carry out an exchange. This is the only continuing education class I have ever experienced where the students customarily applaud at the end of the presentation. The material presented is beneficial to the attendees personally and will allow them to present this concept to their clients and customers and in so doing maximize their competency as an agent. Many times non-agents attend the class to learn about this subject. This course requires the copying of the "power point" and the purchase of the "Understanding 1031 Tax-Free Exchanges" book from Dearborn Publishing as student handouts.

"Real Estate and Taxes-What Every Agent Should Know"

This is a popular course on the latest (1997) U.S. tax law revisions affecting the homeowner's deductions and capital gain treatment. The course also addresses the home-office deduction, options to purchase, depreciation, second home sales, and many other tax laws. This is a "power point" presentation with slides inserted of a humorous or motivational theme. This course always results in a lot of student participation and questions. This is a Dearborn course requiring the purchase of the Dearborn book and the copying of the "power point" slides as a student handout.

"Listings- A Two Act Play"

Instead of being lectured to for four hours, this course involves the students reading the play. The play involves three parties-the agent and Mr. and Mrs. Seller. Student volunteers play the roles and read the script at the front of the room while the rest of the class follow along at their seats. The play covers agency, closing costs, home inspections, property disclosure, showing the home and handling counter and multiple offers. This is a student participation class with the students calling "cut" when they wish to ask a question or make a comment. and calling out "role em" when their question has been answered or comment completed.

"The Forms Course"

This course is designed for North Carolina agents and covers eleven of the standard addendum forms used in conjunction with the "Offer to Purchase and Contract of Sale" Standard form 2-T. These forms include the "Additional Provisions Addendum", "Memo To Buyer", "Repair Request Addendum", "Request for Copy of Commitment Letter", "Waiver of Loan Commitment Letter", "Notice of Termination", "Termination of Contract and Release", and "Lead Based Paint or Lead Based Paint Hazard Addendum".

"Ethics and Real Estate"

This is a Dearborn course requiring the purchase and distribution of their book. This four hour CE course satisfies the four year NAR requirement for ethics training. The "power point" presentation follows the book and emphasizes the "Code of Ethics".