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24WA-1131: Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Friday, June 21, 2024
1:00pm - 3:00pm Central Time
2.2 CPE (2.2 technical)  |  2 IRS CE

In times of economic and tax uncertainty, real estate ownership can create frustrations and concerns for your client. The purpose of this course is to assist the practitioner in understanding the complexities that a client faces with regard to real estate ownership, prospective real estate ownership, and the tax issues surrounding their real estate holding and prospective holdings.

  • Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Major subjects

  • Real estate as a part of a client's divinified portfolio of investments
  • Understanding the differences revolving around personal real estate vs. investment real estate
  • Understanding valuation issues
  • Understanding titling issues
  • Individual deduction issues, including the interest limitation
  • Business deduction issues
  • At-risk limitations
  • Passive activity rules update
  • How the IRC Section 199A deduction applies to real estate investments
  • Depreciation issues
  • Estate and Gift planning techniques for real estate
  • Proper use of trusts in real estate holdings

Learning objective(s)

  • Understand the income, estate, and gift tax issues of various circumstances that a client classifies as bad situations in this COVID-19 environment revolving around a client's real estate (and prospective real estate) holding

Who should take this program?

CPAs and EAs, and other tax and financial professionals

Fees

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Instructors Jordon Rosen, CPA, MST, AEP
Arthur Werner, JD, MS (Taxation)
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (2.2)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.