The CORE Partner Program
Engage. Connect. Grow.
Refer once. Earn for years. One community for entrepreneurs, CPAs, commercial brokers, real estate professionals, investors, wealth advisors and commercial lenders.
What’s inside
One link, one dashboard, one payout system. Develop a simple but lucrative passive income stream by sharing your custom link.
Your referral engine
A tracked link plus a live pipeline. Every prospect you send, every stage, every commission row, to the cent.
Your network
Track the people you introduce, sponsor other partners, and earn 5% overrides on your team. One level, per the Agency Partner terms.
Training and coaching
Self-paced training videos on every CORE service, plus live coaching calls.
The board & library
A community board every member can post to, broadcasts from Terry, and a tier-gated resource library.
Two ways to partner during pre-launch
Referral Partner
Free to join
- Earn 10% on cost segregation
- Your own professionally replicated site to send out to potential clients
- Your referred clients receive 10% off their cost segregation study
- Earn residual income on all future referrals
- Easy system to help you grow and create a new revenue stream
- Bring in $5,000 in fees in your first 60 days and move up to Agency Partner
Why partner with us
- 20-year track record: work with the best
- Easy, hands-off process
- Maximum tax savings for your clients
- We do all the heavy lifting, even close your leads
- Earn great money
VIP Agency Partner Program
Pre-launchApplication only
Pre-launch promotion: the $2,500 Agency Partner fee is waived.
Everything in Referral Partner, plus:
- Full access to the back office
- Access to our Training Modules
- Monthly Training Calls
- Meet the Expert Calls
- Paid on ALL CORE services: up to 25%
- White Label Opportunities
- Build a team of Referral and Agency Partners. Earn 5% overrides
Agency Partner approval process
- Must be doing a minimum of $500,000 in gross revenue
- Have an established network or clientele within the real estate investment space and/or the financial services industry
The Tax Savvy Investor Membership (coming early 2027)
Once launched, The Tax Savvy Investor (TSI) Community will be offered to our VIP Agency Partners at a reduced membership fee. Once in, you will gain insider access to the top tax strategies and wealth-building concepts to slash your tax liabilities legally and ethically. You will also be invited to learn about private investment opportunities typically not available to the general public. In addition, you will be able to utilize our fully integrated and highly vetted CPAs, attorneys and wealth advisors if you choose. Lastly, you will be able to mastermind and network with other like-minded individuals.
Click here to learn more about our TSI membership →Your back office
Every partner gets it, from day one.
- Training videos on our services
- Commission tracking
- CRM
- Sales automation tools
CORE partners are compensated for referrals. A partner who refers you receives a fee from CORE if you become a client. That compensation does not change your price, and a referral is not an endorsement of your circumstances by the partner or by CORE.
Agency Partner Program
Why join the CORE Agency Partner Program?
- 1
Give Your Clients Access to Specialized Tax Expertise
Your clients may own real estate, operate businesses, or make significant investments, but they may not know about the specialized tax strategies available to them. CORE Advisors gives you a trusted resource to introduce them to strategies such as cost segregation, R&D tax credits, land allocation studies, QIP, and other specialty tax strategies.
- 2
Add More Value Without Adding More Work
You don’t have to become a cost segregation expert or build another department inside your business. You identify the opportunity. CORE provides the expertise.
- 3
Help Your Clients Keep More of Their Money
The ultimate goal is simple: help clients legally identify opportunities to reduce their tax burden and potentially increase the amount of capital available for investing, acquiring assets, or building wealth.
- 4
Strengthen Your Client Relationships
When you introduce a client to a strategy that can potentially save them substantial money, you become an even more valuable advisor. You’re no longer just providing your core service. You are helping clients look at the bigger financial picture.
- 5
Create an Additional Revenue Opportunity
Qualified referrals can provide an additional revenue opportunity for participating partners. Your existing relationships can potentially become another source of revenue without adding another service line to your firm.
- 6
Differentiate Yourself From Your Competition
Imagine being the CPA or wealth advisor who tells a client: “Before we finalize your tax strategy, I want CORE Advisors to take a closer look at some opportunities you may be missing.” That’s a powerful differentiator.
- 7
Particularly Powerful for Real Estate Professionals
For brokers and commercial real estate professionals, the relationship doesn’t have to end at the closing table. You can introduce your investor to CORE before or after the acquisition and help them think beyond the purchase price, to the property’s potential tax benefits and overall after-tax economics.
- 8
Expand Your Professional Network
CORE can connect you with other professionals serving the same types of clients: CPAs, attorneys, wealth advisors, brokers, lenders, and business professionals.
You bring the relationship.
CORE brings the specialty tax expertise.
Your client gets another valuable resource.
And you create another opportunity for your business.
Terry Judge, CEO
“I joined the CORE Partner Program about a year ago to provide cost segregation studies to my clients and it’s been a marriage made in heaven. We have been able to grow a new revenue stream, and at the same time we added so much value to our clients who own investment properties.”
John M, CPA
