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Lucrative Real Estate Tax Strategies 1 Credit

Lucrative Real Estate Tax Strategies 1 Credit

  • Jeff Badu

    CPA (US)
  • Rating

    4.4
  • Published on

    February, 2024
  • Subject Area

    Taxes

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Nov 14, 01:30 PM ET

Learning Objective

  • To learn the various tax minimization strategies for real estate and learn how to apply these strategies within the tax law.
  • To learn what opportunity zones are & some lesser-known Tax advantages of investing & and how to structure an investment in opportunity zones.
  • To learn Regulatory Procedures & and pitfalls to avoid investing in opportunity zones.
  • To define which types of real property qualify and do not qualify for a 1031 exchange & and IRS criteria for evaluation of whether the property is being held for investment versus held for sale.
  • To identify reasons why taxpayers exchange and how a tax-deferred exchange can help taxpayers improve their position in the market.

Course Overview

Real estate investment is one of the most popular and lucrative investment opportunities in the United States. Not only that but investment in real estate is one of the best ways to minimize taxes and use your capital for wealth-building. However, this is not as simple as it sounds as real estate tax laws can be quite complex.

This CE Tax webinar will cover the intricacies of real estate tax strategies such as:

  • Deductible Expenses
  • Opportunity zones
  • 1031 exchanges
  • Charitable remainder trust.

This interactive webinar will include some real-life examples and case studies that you can relate to. It will cover an in-depth overview of the newly developing area of Opportunity Zone investments. Topics covered in this webinar will include what they are, how they work, tax advantages available, and potential pitfalls.

It will cover how one of the wealthiest taxpayers, is using charitable remainder trusts as a planning device not only to benefit charity but to also reduce income and transfer taxes, especially when a taxpayer has appreciated property. 

It will cover an overview of IRC Section 1031 tax deferred exchanges for accountants, CPAs, and tax advisors, critical IRS time deadlines in delayed exchanges, “like-kind” requirements including creative property variations like easements, transferable development rights, vacation homes held for investment, fractional ownership (DST and TICs), Partnership/LLC scenarios (and how to best structure in advance of a 1031 exchange), reverse and improvement exchanges, related party transactions etc.

Join this CPE Webinar to understand how to leverage these strategies for your financial benefit and make informed decisions in the realm of real estate investments and taxes.

  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01767-23-S)
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01767-23-S)
  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1410)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01767-23-S)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01767-23-S)
  • 1 CE Credit of Federal tax-related matters for LTC (Approval No. GEHNZ-T-01767-23-S)
  • 1 CPE Credit of Taxes for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit of Taxes for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Taxes for Delaware Licensed Public Accountant (DE-LPA)

  • 1 CPE Credit for Certified Public Accountants (CPA-US)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit for Enrolled Agents (EA)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Jeff Badu: Top-rated speaker | Tax planning Expert | Live CPE Webinar
Jeff Badu , CPA (US)

Advisor, Badu Tax Services, LLC

  • 4.3
  • rating
  • rating
  • rating
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Jeff Badu is a parallel entrepreneur and a wealth multiplier. He’s a Licensed Certified Public Accountant (CPA) and the Founder and CEO of Badu Enterprises, LLC, which is a multinational conglomerate that owns several key companies. His marquee company is Badu Tax Services, LLC, which is a CPA firm that specializes in tax preparation, tax planning, and tax representation for individuals and businesses. Another key company is Badu Investments, LLC, which is primarily a real estate investment company that acquires residential and commercial real estate properties in areas such as the South Side of Chicago in efforts to restore traditionally underserved areas. What sparked his interest in launching these companies is his passion for helping people minimize their tax liability and ultimately multiplying their money by investing it and building multi-generational wealth. His purpose in life is to inspire and support the super hungry to take hold of infinite resources in order to create an abundant lifestyle.

He’s extremely passionate about financial literacy and currently hosts various financial literacy workshops throughout the country. He’s a public speaker and his overall mission in life is very simple: to make a lasting positive impact in as many lives as possible, especially when it comes to their finances. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.4

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DW

Daniel Wolski, CPA (US)

Informative webinar that's actually applicable, since I own a 3 unit rental property in Chicago. Thanks Jeff!

SS

Shawn Sawyer, CPA (US)

I found this course to be informative and not overwhelming or too long.

Inclusions
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    Multiple Credits

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  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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