"I'm a REALTOR...Do I Need a PLLC?"

You have probably heard of an LLC (Limited Liability Company) before. So what is a PLLC?

A PLLC is a Professional Limited Liability Company that is basically an LLC for professionals who hold a license to perform their job. Setting up a PLLC for real estate agents is an important step in building your real estate business.

Real estate agents can protect their personal assets while also enjoying some tax advantages by taking one simple step. Forming a PLLC is an easier decision once the requirements and restrictions are understood.

Women's Council of REALTORS® Manatee County invites you to join us for an "Edu-taining" discussion led by JoAnn Koontz, Esq., CPA. LEARN how you can obtain additional protection and legal support to help you stay productive and focused on serving your clients, making deals, and moving your career forward.

LUNCH with us Thursday, March 10 at The Grove in downtown Lakewood Ranch. Doors open at 11 am for networking with friends, business partners, and colleagues. A portion of the proceeds from this Lunch & Learn will benefit the Denis V. Cooper Foundation, a locally based charity that enhances the quality of life for military veterans.

LUNCHEON MENU A Buffet Lunch will be served.

LUNCH BUFFET: Soup-Salad-Croissant. Choice of soup; Pier 22 House or Caesar salad; and/or a half serving of chicken salad

Tuna salad croissant

Warm Rolls with Honey Butter

New England Clam Chowder

PIER 22 House Salad: Field greens, pepitas, Gorgonzola, grape tomatoes with balsamic vinaigrette

Traditional Caesar: Chopped romaine, herb croutons, Parmesan and Caesar dressing

Croissant Sandwich: Choice of Tuna or Chicken Salad

Assorted Cookies & Brownies: Chocolate chip, oatmeal raisin, white chocolate Macadamia nut, and brownies

ABOUT OUR GUEST SPEAKER

Jo Ann Koontz, Esq., CPA is a business owner and entrepreneur who is fiercely devoted to every aspect of her life. As a dual certified Attorney and CPA, Jo Ann owns two firms under one roof in Sarasota, Koontz & Associates, PL, and Koontz & Parkin, CPAs, specializing in Real Estate, Corporate, and Tax.

She represents clients in a wide variety of business and real estate matters, including commercial and residential real estate transactions, S corporation, partnership, and LLC formation and reorganizations, and the tax implications of business and real estate transactions, including purchases and sales of assets and equity interests.

The firms have offered weekly free webinars aimed at educating Realtors and the public on various legal, business, and tax topics. Jo Ann is a frequently sought-after speaker both locally and nationally due to her dynamic, engaging personality. Jo Ann has a way of presenting that is “edu-taining.” She educates individuals while keeping them engaged and entertained on topics that some would otherwise find boring in easy-to-understand terms.

TICKET PRICES

Members & Strategic Business Partners: $35

Non-Members: $45

Members Table of 8: $250

Non-Members Table of 8: $350

EVENT SPONSORS

Attorneys of Koontz & Associates, PL