B360 Sam Kelly · Bespoke Real Estate · NY / Long Island · Score 92/100 (Qualified)
📄 Printable Full 360 Bio PDF ← Back to Top 20 Directory (Joe DiChiara, CPA)
Sam Kelly
TIER 2 · LUXURY AGENT · NY / Long Island (number 4 by volume)

Sam Kelly

Bespoke Real Estate (Independent/Other) · Water Mill, NY 11976 · $129.1 million Volume (14 Closed Sides)

Direct / Cell: Cell: (631) 478-2822 · Office: (631) 500-9030
Brokerage Office: (813) 555-0100
Location: Water Mill, NY 11976 (NY / Long Island)
Profiles: RealTrends ↗ · Realtor.com ↗
Bedrock360 Package Fit: Wealth / CFO Package (1,200–2,500/mo)
$129.1 million 2025 Volume • 14 Closed Sides • $9.22M Avg Price • Est. GCI: $3.23M • Score: 92/100 (Qualified)

1. Meet Sam Kelly — Practice Profile, Production & 100-Point Qualification

Primary CPA Value Wedge: “Sam Kelly closed $129.1 million across 14 sides at Bespoke Real Estate in Water Mill, NY 11976. Recommended opening wedge: S-Corp (Form 1120-S) salary split + IRC 199A QBI & rental/cost-seg shelter.”
  • Verified Production & Market Standing: Closed $129.1 million across 14 sides in 2025 ($9.22M avg price), ranked City #2 / State #20 / National #193.
  • Estimated Commission Flow & S-Corp Tax Exposure: ~$3.23M estimated annual commission flow creates ~$68,000/yr in avoidable self-employment tax without a calibrated Form 1120-S reasonable salary.
  • Brokerage & Network Footprint: Bespoke Real Estate (Independent/Other) in Water Mill, NY 11976 (NY / Long Island).
  • Gwyneth's 4-Hour Qualification Scorecard: 92/100 (Qualified) — pre-verified across Volume, Entity Complexity, Office Leverage, and Direct + Office Telephones.
  • Recommended Bedrock360 Retainer: Wealth / CFO Package (1,200–2,500/mo) paired with Luz and Agnes's 1–2 Easy Items a Week bookkeeping workflow.

2. 6 Commonalities, Rapport Anchors & Tax Angles (01–06)

1. 10-Minute Weekly / Monthly Office Meeting Plug-In

  • Why 10 Minutes Works: Offer Bespoke Real Estate a crisp 10-minute Q&A segment inside their weekly or monthly meeting instead of a 60-minute lecture.
  • 3-Part 10-Min Series: Session 1: S-Corp vs. Schedule C Math; Session 2: The Augusta Rule (IRC Section 280A(g)); Session 3: 5-Minute Weekly Bookkeeping.

2. S-Corp (Form 1120-S) Reasonable Compensation

  • Commission Calibration: Model W-2 reasonable salary vs. K-1 distributions on $3.23M estimated commission flow.
  • Live Calculator: Screen-share Joe's 60-Second S-Corp Calculator (`https://agent-s-corp-explorer-c5fd8a5f.base44.app/`).

3. 10-Question Pre-Meeting Tax Diagnostic Quiz

  • Pre-Call Qualifier: Send Sam Kelly the 60-second 10-Question Tax Diagnostic Quiz before booking `TimeWithJoe.com`.
  • Custom White Paper: Deliver a personalized Augusta Rule & Entity Structure White Paper.

4. Quarterly Estimated Tax Smoothing (14 Sides)

  • Cash-Flow Rhythm: Align Form 1040-ES quarterly reserves with actual closing checks.
  • Zero Document Overload: Luz & Agnes's 1–2 Easy Items a Week statement workflow.

5. Local Market Authority in Water Mill, NY 11976

  • Verified Rank: City Volume Rank #2 and Closed Sides Rank #- in Water Mill, NY 11976.
  • Recognition: Verified by RealTrends · RealTrends Verified Top Agent by Volume · The Thousand by Volume · City Ranked Agent by Volume

6. Investor & Luxury Buyer Tax Bridge ($9.22M Avg)

  • Co-Selling Support: Model Cost Segregation, Form 3115 catch-up depreciation, and IRC Section 1031 exchanges for hesitant buyers.
  • Podcast Authority: Share Joe's 46-episode podcast *How to Win BIG at Business and Taxes*.

3. Production Telemetry, RealTrends Recognition & Market Footprint

2025 Verified Production (Bespoke Real Estate)

  • Sales Volume & Sides: $129.1 million across 14 sides ($9.22M avg).
  • National / State / City Ranks: National #193 · State #20 · City #2.
  • Direct & Office Telephones: Cell: Cell: (631) 478-2822 · Office: (631) 500-9030 · Office: (813) 555-0100.

Verified Industry Recognition & Public Profiles

  • Awards & Badges: Verified by RealTrends · RealTrends Verified Top Agent by Volume · The Thousand by Volume · City Ranked Agent by Volume
  • RealTrends Record: https://www.realtrends.com/agent-profile/sam-kelly-new-york/
  • Realtor.com Record: https://www.realtor.com/

4. Verbatim Online Chatter, Reviews, Podcasts, Forums & Social Pulse (1 Verified Signals)

Open-Ended Multi-Channel Chatter Harvest (Vaults 7, 8 & 9 — Reviews, Forums, Reddit, BiggerPockets, Facebook Groups, BBB, Podcasts & Social): Every quote and community signal below is preserved verbatim from primary public channels so you have the exact human voice, customer praise, operational friction points, and timing catalysts before you call or meet.
1. NY / Long Island Producer Pulse SCORE 92/100 (Qualified)

Bespoke Real Estate · Water Mill, NY 11976 Market Corridor

“Top Water Mill, NY 11976 producers closing 14+ sides need proactive S-Corp reasonable salary guidance, clean monthly books, and fast quarterly tax projections before year-end.”

Strategic & Rapport Takeaway: Lead with the 10-Minute Weekly/Monthly Meeting segment and the 60-Second S-Corp Calculator (Wealth / CFO Package (1,200–2,500/mo)).

6. How Joe DiChiara & Bedrock Win With Sam Kelly

1. Play 1 · 10-Minute Weekly / Monthly Brokerage Meeting Series

  • Zero 1-Hour Fatigue: Plug into Bespoke Real Estate's weekly or monthly meeting for 10 minutes of live Q&A.
  • Conversion Magnet: Agents complete the 10-Question Tax Quiz to unlock their custom Augusta Rule White Paper.

2. Play 2 · Direct Producer Retainer (Wealth / CFO Package (1,200–2,500/mo))

  • Turnkey CPA + Bookkeeping: Form 1120-S S-Corp, W-2 payroll (Form 941), and Luz's 1–2 Easy Items a Week statement collection.
  • IRS Audit Shield: Backed by Joe DiChiara's former-IRS-agent representation.

7. Warm SMS, Telephone & Email Starters (For Joe & Gwyneth)

1. Direct Telephone & SMS Opener (Cell: (631) 478-2822 · Office: (631) 500-9030)

  • SMS / Text: "Hi Sam, congrats on $129.1 million at Bespoke Real Estate in Water Mill, NY 11976. I'm CPA Joe DiChiara—I run a fast 10-minute Q&A segment for weekly/monthly office meetings on how top Realtors cut self-employment tax with an S-Corp and the Augusta Rule. Open to a 10-minute slot?"
  • Office Desk: Brokerage Line: (813) 555-0100 (ask for Sam Kelly or Managing Broker calendar).

2. Value-First Follow-Up (1 Link = 1 Concept)

  • Send Calculator First: https://agent-s-corp-explorer-c5fd8a5f.base44.app/
  • Follow With Podcast Ep #37: "Before You File: How to Catch Tax Mistakes and Missing Documents" (`TimeWithJoe.com`).