📢 Join Our Free Webinar for Entrepreneurs & Business Owners!
Self-Employed and
Want to Buy a Home in 2025?
Warning: Your 2024 Tax Return Could Make or Break Your Mortgage Approval!
Learn How to Qualify for a Mortgage While Keeping More of Your Earnings
As a self-employed professional, your tax strategy plays a major role in determining whether you qualify for a traditional or entrepreneur mortgage. The decisions you make when filing your 2024 taxes could impact your home-buying ability for years.
Join us for this exclusive pre-tax filing webinar to learn how to structure your income to qualify for a mortgage sooner—without overpaying on taxes!
WEBINAR STRUCTURE
What You'll Learn
In this webinar, we’ll equip you with the knowledge and tools to achieve your home ownership dreams. Dive into actionable insights and proven techniques designed to optimize income & tax strategy, navigate mortgage options, and achieve your goals of home ownership.
🎁 Exclusive Gift: Attendees will receive a FREE Home Buying Budget & Income Planner to calculate their ideal reported income & tax strategy for mortgage approval.
📅 Plus, Priority Access to 1-on-1 Strategy Sessions!
Here’s a glimpse of what we'll uncover:
Why Tax Filings Affect Mortgage Approval
The income you report this year can impact your mortgage eligibility for the next three years—we’ll show you how to optimize it.
How to Balance Busines Write-offs
Maximize your tax deductions while ensuring you still show enough income to qualify for a mortgage.
How Much Income You Need to Qualify
Learn how to calculate the exact income level required to secure a mortgage for your desired price range.
The Best Mortgage Options for Entrepreneurs
Compare traditional vs. entrepreneur mortgage programs and discover which one works best for your situation.
How Much Down Payment you Need to Buy
Understand exactly how much cash you’ll need for your down payment and closing costs, based on purchase price, mortgage type, and lender requirements.
Exact Steps to Take to Get Mortgage-Ready!
A step-by-step plan to structure your finances, improve your borrower profile, and buy a home sooner than you thought possible.
Who should attend this webinar?
Self-Employed Professionals
Freelancers & Consultants
Sole Proprietors
Incorporated Business Owners
Small Business Owners
👋🏼 Hi, I'm Marshall!
For the past 12 years, I’ve helped over 500 clients secure more than $250M in mortgage financing—and as an entrepreneur myself for the past 20 years, I truly understand the unique challenges (and rewards) of running your own business.
Traditional lenders don’t always get it, but I do. I specialize in working with self-employed professionals, business owners, and freelancers to create custom mortgage strategies that work for their financial reality—whether they qualify for a traditional mortgage, need an entrepreneur-focused solution, or are working toward becoming mortgage-ready.
My approach is education-first, providing detailed, strategic solutions to help my clients not only buy a home but also achieve long-term financial independence.
Let’s create a mortgage plan that works for you—without compromising your business success! 🚀
What others have to say about the webinar
“I always thought I needed to claim way more income to qualify for a mortgage, but this session showed me exactly how to balance tax efficiency and mortgage approval. The strategies shared were game-changing!”
Jordan Rogers
Personal Trainer & Fitness Coach
“As a small business owner, I wasn’t sure where to start with mortgage planning. This webinar broke everything down step-by-step and gave me a clear action plan. I now feel confident about buying in 2025!”
Taylor Swinson
Film & TV Producer
FAQs
Approximately 25 minutes.
This is an on demand webinar. You'll be able to view the webinar on signup. We'll be hositing some more live webinars soon.
Yes! This is a completely free educational event designed to help entrepreneurs prepare for homeownership.
Still have a question?