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Nothing but Notes Focus Group: Taxes & Accounting for Note Investors and Private Lenders

with... Scott Ellsworth

ONLINE MEMBERS ONLY Investing in, buying, selling, or originating notes and mortgages is this group’s passion. Here, we discuss everything ‘note’-worthy—finding notes and mortgages, creating, analyzing, managing, re-performing, and more.

Thursday, July 24, 2025 6:30 PM - 8:00 PM

Note investing is all about the numbers—and that includes tracking them, reporting them, and yes… paying taxes on them (or better yet, legally avoiding them).

This month on Nothing But Notes, we’re joined by Scott Ellsworth, CPA, who will break down exactly what note investors and private lenders need to know when it comes to tax strategy, compliance, and avoiding costly mistakes.Scott brings over 35 years of experience as a CPA, CFO, and COO, along with boots-on-the-ground insights as an active real estate investor. He specializes in helping real estate and business clients reduce their tax burden and build lasting wealth.

In this session, Scott will walk us through the key rules and strategies note investors need to understand—and most importantly, he’ll be available to answer your questions live.If you're making loans, earning interest, flipping notes, holding partials, or just getting started, this is the financial foundation you can’t afford to ignore.

Join us July 24th at 6:30 PM ET on Zoom. Bring your questions.


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Free Event

Date:  Thursday, July 24, 2025
Time:  6:30 PM - 8:00 PM


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