Real Estate Taxation Full Circle 25-26
Webcast Only
8.00 Credits
Member Price $349.00
Non-Member Price $459.00
Overview
We’re all impacted directly or indirectly by the laws of real estate taxation, possibly as an owner, investor, landlord, developer, or real estate professional. This course explores the key principles of real estate taxation from all these perspectives. We’ll discuss personal residences, vacation homes, depreciation, credits, passive losses, qualified business income, installment sales, involuntary conversions, like-kind exchanges, and real estate investment trusts (REITs).
Highlights
- Personal residence and vacation home advantages and traps
- Depreciation, credits, passive losses, qualified business income (QBI)
- Installment sales
- Involuntary conversions
- Like-kind exchanges
- Real estate investment trusts (REITs)
Prerequisites
None
Designed For
CPAs, CFPs, financial advisers, landlords, property managers and real estate professionals.
Objectives
- Determine the key issues in real estate taxation and the impact of recent developments
- Recognize the tax benefits of owning personal residences, engaging in like-kind exchanges, and investing in rental properties
- Identify the opportunities in real estate taxation from the perspective of the owner, investor, landlord, developer, and real estate professional
Preparation
None
Leader(s):
Leader Bios
James Gardner, CalCPA Education Foundation
Randy Gardner, J.D., LLM, MBA, CPA, CFP®, is a Professor of Tax and Financial Planning and Director of the Financial Planning Program at the University of Missouri, Kansas City. He is coauthor of the books, The Closing Wealth Transfer Window, 101 Tax Saving Ideas, and Tools and Techniques of Income Tax Planning. In 1997, the Missouri Society of CPAs recognized him as Educator of the Year. Professor Gardner has worked with hundreds of clients as a CPA and estate-planning attorney in Kansas and California. He serves on the Editorial Board of The Journal of Financial Planning and is a former member of the Council on Examinations of the Certified Financial Planner Board of Standards. He is a member of the AICPA and the Missouri Society of CPAs. He has written over 100 articles for publications such as The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies and Tax Adviser.
Non-Member Price $459.00
Member Price $349.00