When was the last time you ran the real numbers on your rentals?

"The TRUTH About Your

Rentals" Workshop

Behind every rental portfolio is a story your tax return quietly tells—and most landlords haven’t read it yet.

This hands-on workshop is your chance to uncover what’s really happening behind your rental income—and how to plug the leaks before they grow.

We Cover Topics Like:

Taxes

Strategies

Wealth

Retirement

Many landlords assume their rentals are performing well…

What used to be a dependable investment can now feel like walking a financial tightrope. Between new regulations, hidden fees, and constant maintenance, many property owners are working harder than ever—yet seeing less in return.

Vacancies last longer. Expenses creep higher. And every year, tax rules seem to shift just enough to keep you guessing.

It’s time to see where your rentals really stand—and how to protect the wealth you’ve worked so hard to build.

The Purpose of this Workshop is Simple:

We want to help landlords uncover the real story behind their rental property performance—beyond rent checks and repair costs.

Many property owners assume their rentals are performing well… until they finally dig into the numbers and realize the truth: after taxes, depreciation recapture, and rising expenses, what looks like a 6–8% return often shrinks to closer to 2% or less.

That gap—between what you think you’re earning and what you’re actually keeping—is where most financial mistakes are made.

This 90-minute, hands-on workshop is designed to help you find out exactly where you stand and what to do next—before new regulations, tax laws, or market shifts make that decision for you.

See the Full Picture of Your Rental Portfolio—Before the Market Makes the Decision for You

During this small-group session, you’ll work through your own Form 1040 and Schedule E alongside a CPA and wealth advisor to reveal your rentals’ true after-tax performance and explore smarter paths forward.

By the end of the workshop, you’ll walk away with:

A clear calculation of your true return on investment after taxes, depreciation, and local rental laws

An understanding of how hidden costs and phantom gains quietly erode your bottom line

 Awareness of current landlord laws and regulations impacting property owners in Washington and beyond

A personalized look at which properties are truly profitable—and which might be holding you back

Tax strategies to reduce drag and reinvest equity efficiently

Insights into 1031 exchanges and Delaware Statutory Trust (DST) options to transition into more passive income

Early warning signs of underperforming rentals so you can act before market conditions change

A framework to protect your equity and plan your next move with confidence

Clarity on whether to hold, sell, or exchange—based on real numbers, not guesswork

A Wake-Up Call for Landlords

You’ve worked hard to build your investments. This workshop is your opportunity to see how they’re truly performing—and to discover smarter, tax-efficient ways to protect and grow what you’ve built.

No sales pitches. No pressure. Just practical insight from a team that lives and breathes the intersection of tax strategy, real estate, and wealth management.

This Workshop IS For...

You own one or more rental properties and want to know their true after-tax return.

You’re unsure whether to hold, sell, or exchange your properties—and want clarity before making that call.

You’ve wondered how much depreciation recapture, phantom income, and tax drag are really costing you.

You’re ready to explore 1031 exchanges, Delaware Statutory Trusts (DSTs), or other passive options that could reduce your stress and increase your income.

You’re tired of juggling property management headaches, new regulations, and shrinking margins—and want a plan that gives you more freedom, control, and cash flow.

This Workshop Is NOT For...

You don’t own any investment real estate.

You’re looking for a “get-rich-quick” or purely speculative investment pitch.

You already have a comprehensive tax and investment strategy—and you’re confident your after-tax returns are exactly where you want them.

You’re unwilling to take a closer look at your numbers or consider new approaches that could improve your results.

Hosted by Brian Evans, CPA/PFS

Founder and CEO of Madrona Financial & CPAS

For over 30 years, Brian has been helping property owners and retirees uncover the hidden truths in their finances—often starting with a single tax return. As both a Certified Public Accountant and Personal Financial Specialist, Brian brings a rare dual perspective that connects taxes, investments, and real-life outcomes.

He’s the host of Growing Your Wealth Radio, and his insights have been featured on FOX Business, Kiplinger, and KIRO News radio. Through Madrona Financial & CPAs, Brian leads a team dedicated to helping clients protect, grow, and purposefully use their wealth—without unnecessary risk or stress.

“Rooted In The 7 Areas That Sustain Wealth”

Everett Corporate Office

2911 Bond St Suite 200

Everett, WA 98201

Phone: 1 (844) MADRONA

Mountlake Terrace Office

6100 219th St SW, Suite 480

Mountlake Terrace, WA 98043

Phone: 1 (844) MADRONA

Park City Office

4554 N. Forestdale Dr. Unit 28

Park City, Utah 84098

Phone: 1 (844) MADRONA

Tacoma Office

1201 Pacific Avenue Suite 600

Tacoma, WA 98402

Phone: 1 (844) MADRONA

Kirkland Office

3933 Lake Washington Blvd NE, Suite 350

Kirkland, WA 98033

Phone: 1 (844) MADRONA

Cottonwood Heights Office

2825 E Cottonwood Pkwy Suite 500

Cottonwood Heights, UT 84121

Phone: 1 (844) MADRONA

Disclosure: Madrona Financial & CPAs is a registered trade name used singly and collectively for the affiliated entities Madrona Financial Services, LLC (“Madrona”) and Bauer Evans, Inc., P.C. (“Bauer Evans”). Investment advisory services are provided through Madrona. CPA services are provided through Bauer Evans

The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Madrona Financial Services, LLC will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, Madrona Financial Services, LLC cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services, LLC. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. Madrona Financial Services, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training.

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