The Elite Agent Series
We believe that Elite Agents aren’t born… They’re made.
Through mentoring, coaching, training, and experience, we believe all licensed Realtors® have the potential to be best-in-class. Blakemore Real Estate’s Elite Agent Series provides monthly in-person CE-credited classes for any licensed agent in Utah regardless of brokerage affiliation.
Real Estate Tax Hacks: Write-offs for Realtors
credit hours: 2 (CORE)
Real Estate Tax Hacks: Write-offs for Realtors
Taxes don’t have to be overwhelming—or costly. In this 2-hour CORE CE class, real estate professionals will learn practical, legally sound tax strategies designed specifically for Realtors® and investors. From deductions to entity structures to audit protection, this session breaks down complex rules into clear, actionable steps.
What you’ll learn:
How to maximize deductions and credits while staying compliant.
Which expenses matter most and how to track them effectively.
The pros and cons of different business entities (LLC, S-Corp, Partnership, etc.).
Smart strategies for real estate investing and qualifying for mortgages as self-employed.
What to look for in a tax professional—and how to avoid an IRS audit.
coffee & light bites provided
Meet Your Instructor
Dan Mullen, CPA, CVA
Real Estate Tax Strategist, Educator, and Loan Officer
Dan Mullen is a CPA, Certified Valuation Analyst, and licensed loan officer who helps real estate professionals, investors, and business owners organize their finances, optimize taxes, and plan smarter. Known for making complex rules simple, Dan blends clear math with plain English so clients can reduce stress, qualify for financing, and build long-term wealth.
He has worked with hundreds of Realtors®, tax professionals, and investors to clean up their finances, set up better systems, and make confident decisions. Dan lives in Kaysville with his wife and two kids. Outside of work, he enjoys weightlifting, stand-up comedy, gardening, and (believe it or not) building spreadsheets for fun. He is also the co-author of two best-selling books: "Real Decisions: The Financial Impact of Renting and Owning" and "Reverse Mortgages: The Financial Ugly Duckling."
Class Taught by Dan Mullen, CPA, CVA (License#: CEP6715462)
Introduction to Commercial Real Estate
credit hours: 1 (Elective)
Introduction to Commercial Real Estate
We will introduce you to the Commercial Real Estate industry, and talk about the different types of transactions, the players involved, and the documents you will use. The Commercial industry is similar to residential, but transactions are handled in a very different way.
coffee & light bites provided
Meet Your Instructor
Danny Naylor is a Utah trainer, educator, and expert. He is President and owner of the Institute of Real Estate Education and the owner and Principal Broker of Stone River Realty, both family businesses. His passion for inspiring others has led the Institute to succeed as the top real estate school in Utah, with above average student performance, and top ranking reviews.
Meet Your Guest speaker
Phil Dunn is an experienced commercial real estate investment specialist with over 30 years in the industry. He has acquired, leased, managed, developed or sold over 20 million square feet. He was one of the first executives to earn the ICSC Certified Development Professional designation and is a magna cum laude graduate of University of Utah. He leads a small team of agents that specialize in the acquisition, disposition and development of investment opportunities in land, retail, office, multi-family and industrial properties.
Class Taught by Danny Naylor
Understanding the FHA HECM Reverse Mortgage
credit hours: 2 (elective)
Understanding the FHA HECM Reverse Mortgage
Join us to learn all about the FHA HECM reverse mortgage and discover its potential as a game-changing tool for seniors in retirement.
This session will cover how this unique loan product works, its benefits, and how it can empower seniors to purchase a home and benefit seniors in retirement.
coffee & light bites provided
Meet Your Instructor
Curtis Packer is a seasoned reverse mortgage planner with over three decades of experience in the mortgage industry. He is dedicated to helping seniors navigate retirement by leveraging their home equity. Curtis is also a licensed continuing education instructor in Utah, with a passion for educating real estate professionals on the advantages of the FHA reverse mortgage.
Outside of his professional work, Curtis enjoys spending time with his family, including camping and outdoor cooking. He also expresses his creativity through laser engraving and woodturning and is developing an interest in gardening. Curtis and his wife have shared 41 years of marriage, raising four children and enjoying the company of their nine grandchildren.
Class Taught by Curtis Packer NMLS# 468085
Like-kind Tax Deferred (§1031) Exchanges with Ray M. Beck
credit hours: 2 (CORE)
Like-kind Tax Deferred Exchanges with Ray M. Beck
Tax-deferred like-kind exchanges have long been an important strategy utilized by real estate investors. Real Estate and Escrow professionals who hope to service such investors must have a clear understanding of the practical and theoretical operation of §1031 of the Internal Revenue Code. This seminar will provide an essential understanding of the investment strategy, statutory requirements, and practical compliance issues pertaining to 1031 exchanges. Forward, reverse, construction, and leasehold exchanges will be explained on both a theoretical and practical basis. Finally, several real-life applications will be explained, demonstrating the flexible application of like-kind exchanges.
Seminar Agenda:
I. The Theory
II. Historical Background
III. Specific Requirements of a 1031 Exchange
IV. Reverse and Construction Exchanges
coffee & light bites provided
Meet Your Instructor
Mr. Beck is a principal of Summit Exchange Services, L.L.C., and a shareholder of the Salt Lake City law firm of Cohne Kinghorn, P.C. where his practice focuses on tax sensitive real estate transactions.
Summit Exchange has provided like-kind, tax deferred accommodation services for thousands of clients since 1997. Mr. Beck is a frequent lecturer on the subject and has served as an expert witness. He is a member of the Utah State Bar and has been admitted to practice before the U.S. District Court, the United States Tax Court, and the United States Court of Federal Claims.
Class Taught by Ray M. Beck
Creating Value Through Renovation
credit hours: 2
Creating Value Through Renovation
Renovation Lending can help create value in the marketplace! Renovation loans offer:
Ability to market distressed properties to the general public instead of to cash-only buyers
Expand the pool of properties to show prospective buyers, give them options
Provide a vehicle for properties labeled "Needs TLC"” "As Is Condition," and "Fixer Upper" scenarios
Play an instrumental role in re-vitalizing neighborhoods and communities
The seller does not need to make or pay for any repairs prior to close.
Out-of-pocket costs for minimum property requirements are no longer an issue
Help your clients envision walking into their home — the way they want it
You will also learn the difference between FHA 203K Limited & Standard and Conventional loan options.
LIGHT BREAKFAST AND COFFEE provided
Meet Your Instructor
Nanette Bush has been in the real estate and mortgage lending industries since 1997. After starting as a licensed Realtor®, she and her business partner opened a real estate brokerage in 1998. Four years later, Nanette transitioned to mortgage lending and started her own mortgage brokerage company. She spent the next 10 years originating and processing mortgage loans. After a brief leave-of-absence, Nanette returned to mortgage lending with a local bank as the residential loan officer for the Park City and greater Summit County area. In 2016, she left the banking world and joined Fairway Independent Mortgage Corporation as a senior loan officer and sales manager.
Nanette has experience with FHA, Utah Housing, VA, Conventional, Construction and Jumbo loans. Over the years, she has had the opportunity to work with a full range of borrowers, from first-time homebuyers to high net worth second and third homeowners. No matter how seasoned the client, Nanette strives to make sure each borrower is comfortable with their loan product and fully understands their mortgage transaction. Purchasing a home or refinancing your existing home can be very exciting and a bit stressful, so Nanette knows it's important to guide her clients to the results they're looking for and answer all of their questions, every step of the way.
Class Taught by Nanette Bush NMLS# 829144
Radon Basics Every Agent Should Know
credit hours: 1 (Core)
Radon Basics Every Agent Should Know
With radon awareness and action in Utah quickly increasing, every agent must be prepared to have radon discussions with clients and make the right recommendation. The knowledge gained in this 1 Hour Class, taught by TJ Mellars with Utah Radon Services, will help Realtors® better serve and protect clients, and reduce any liability from recommending the wrong thing.
We discuss the questions: What is Radon and why does it Matter? Where do you find it in Utah, and how common is it? What can be done when a home has radon? What should I do as a realtor to better serve my clients when it comes to radon?
Boxed lunch provided
Meet Your Instructor
TJ Mellars has been in the radon industry for 6 years and has been a Salt Lake Board of Realtors CE Instructor for 3 years. With radon being the leading cause of lung cancer in non-smokers and having met dozens of victims of radon induced lung cancer, TJ feels a tremendous responsibility to educate everyone about radon. He is Certified through the National Radon Proficiency Program (NRPP) for radon testing and radon mitigation and is currently the General Manager of Utah Radon Services, which is Utah's Largest Radon Testing and Mitigation Company.
Class Taught by TJ Mellars
Killer Comps
credit hours: 3
Killer Comps
This three-hour class, taught by Neal Jackman, reviews how Realtors® can improve their comparable property selection process and provides suggested guidelines for making adjustments to comparable purchase prices to determine a reasonable value range when listing a property or making an offer to purchase.
Boxed lunch provided
Meet Your Instructor
Neal Jackman has been a member of the Real Estate Profession since 1993, first serving as a Certified Appraiser and then as a sales agent and Broker. Neal has served on the Education Committee including a tour as Chairman, as well as a member of the Grievance and Professional Standards Committees. He is also a continuing education instructor and a pre-license instructor for both sales agents and broker licensees. He is currently a Principal Broker and enjoys the close working relationship this affords with both his agents and clients.
Class Taught by Neal Jackman | License #: CEP5874328
Appraising for Realtors
credit hours: 3 (CORE)
Appraising for Realtors
This three-hour class, taught by Neal Jackman, covers the exact methodology and practice appraisers use when looking at a property. It will reveal exactly how Realtors® can better understand appraisers’ valuation process and criteria to assist with more accurate and market-ready pricing for their listings.
Boxed lunch provided
Meet Your Instructor
Neal Jackman has been a member of the Real Estate Profession since 1993, first serving as a Certified Appraiser and then as a sales agent and Broker. Neal has served on the Education Committee including a tour as Chairman, as well as a member of the Grievance and Professional Standards Committees. He is also a continuing education instructor and a pre-license instructor for both sales agents and broker licensees. He is currently a Principal Broker and enjoys the close working relationship this affords with both his agents and clients.
Class Taught by Neal Jackman | License #: CEP5874328