Ep#4: Strategic Tax Planning for Real Estate 1 Credit
The Tax Advisor’s Technical Toolkit: Monthly Series for Success
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Strategic tax planning in real estate is critical for maximizing returns and minimizing liabilities in property investments.
In this CPE Course, speaker Jackie Meyer explores strategic tax planning tailored to real estate professionals. With a Continuing Professional Education (CPE) credit of 1, this Course promises to equip tax advisors with invaluable insights and practical strategies for navigating the intricate landscape of real estate taxation.
Throughout the Course, Meyer doesn't just discuss theoretical concepts. She delves into key techniques such as 1031 exchanges, cost segregation, and the significance of professional grouping within the real estate sector. Attendees can anticipate a comprehensive exploration of these tax-saving avenues, accompanied by real-world examples and actionable advice. This will enable them to optimize their clients' tax positions immediately after the course.
Major Topics Covered:
Join this CPE Course as it unpacks the intricacies of strategic tax planning, empowering tax advisors to leverage these powerful tools for financial success in the dynamic world of real estate taxation.
For more Tax CE Courses, Click here.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02159-24-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02159-24-S) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1745) | 1 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02159-24-S) | 1 CE | Approved |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332214) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02159-24-S) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02159-24-S) | 1 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02159-24-O) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02159-24-O) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1745) | 1 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02159-24-O) | 1 CE | Approved |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332214) (Valid upto : Dec 31, 2025) | 1.5 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02159-24-O) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02159-24-O) | 1 CE | Approved |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE Credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.
(Soon to be Dr.) Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor from 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.
Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for firms to thrive. Her mission is to improve health, wealth, and relationships for all.
Want quirky humor and occasional bouts of wisdom? Follow her @jackiemeyercpa:
twitter.com/jackiemeyercpa
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WD
Episode 4 of "Strategic Tax Planning for Real Estate" focuses on key tax strategies for investors, including maximizing deductions, using cost segregation for accelerated depreciation, deferring capital gains through 1031 exchanges, understanding passive activity loss rules, and exploring available tax credits. The episode highlights how these strategies can significantly enhance financial outcomes for real estate investors.
WC
Great class and very insightful for Rental Real Estate strategies. Could of use this class as 2 hrs as I couldn't keep up with some of the great feed back in some of the strategic opportunities presented. Great Job!
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