Real Estate for Financial and Tax Professionals - Part 1 (Completed)
Date: Tuesday, June 4, 2024
Instructor: Daniel Johnson
| Begin Time: |
1:00pm Pacific Time
2:00pm Mountain Time
3:00pm Central Time
4:00pm Eastern Time |
| CPE Credit: |
1 hour for CPAs
1 hour Federal Tax Related for EAs and OTRPs
1 hour Federal Tax Law for CTEC |
|
This comprehensive course is designed for professionals seeking to enhance their expertise in the complex realm of real estate financial planning and taxation. Participants will gain a deep understanding of the intricate strategies and regulations surrounding the acquisition, ownership, management, and sale of real estate properties. The course will equip participants with the knowledge and skills necessary to develop effective financial and tax strategies for their clients or organizations, covering crucial topics such as tax planning, property depreciation, and transaction analysis.
Who Should Attend
Financial/tax professionals working with executive clientele
Topics Covered
- Property Acquisition Strategies
- Property Sales and Tax-Deferred Exchanges
- Rental Property Management and Taxation
- Maximizing Personal Itemized Deductions
- Navigating At-Risk and Passive Activity Loss Rules
- Investing in Securitized Real Estate Instruments
Learning Objectives
- Develop a thorough understanding of the methods and tactics employed in real estate property acquisition
- Explore the tax consequences and implications of property sales and tax-deferred exchanges
- Gain expertise in managing rental real estate, including income, expenses, and reporting on Schedule E
- Master the personal itemized deductions available to real estate investors and their impact on tax planning
- Comprehend the complexities of at-risk and passive activity loss rules, as well as Section 199A, and their influence on real estate financial strategies
- Acquire knowledge of securitized real estate investments, such as REITs and REMICs, and the implications of Section 199A
- Develop the ability to evaluate and interpret the tax ramifications of various real estate transactions
- Cultivate the skills necessary to create effective real estate taxation and financial planning strategies for clients or organizations
Level
Advanced
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
Prior knowledge of Real Estate Tax
Advance Preparation
None
