Tax Planning Essentials: Real Estate Capitalization and Cost Recovery Strategies 1 Credit
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Dec 16, 2024 | 02:30 PM
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Navigating the complexities of real estate tax planning can significantly impact your financial outcomes. Understanding the essentials of capitalization and cost recovery is crucial for optimizing tax benefits and ensuring compliance.
This CPE Course is designed to equip real estate professionals, investors, and tax advisors with critical strategies for effective tax planning. This course delves into the nuances of capitalization rules and cost recovery methods, providing participants with the knowledge to structure property transactions strategically, allocate expenses efficiently, and maximize tax benefits. Through comprehensive instruction and practical applications, attendees will learn how to leverage tax planning for long-term wealth accumulation and compliance with tax regulations.
Key topics covered:
Join this CE Course; we will have a solid grasp of essential tax planning strategies for real estate, enabling them to make informed decisions that optimize tax benefits and support long-term wealth accumulation.
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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.
Credits
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Instructional Method
Pre-requisites
Advance Preparation
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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.
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.
Rich Arzaga is a dedicated advocate for investors who own directly held real estate investments, an asset class often overlooked by financial advisors. With a focus on comprehensive financial planning, Rich also provides valuable guidance on various real estate matters, including real estate cash flow modeling, buy-sell-hold decisions, 1031 exchanges, tax-advantaged strategies, inherited properties, and other challenges investors may face.
As the Founder and CEO of The Real Estate Whisperer Financial Planning and Education, an advice-only firm, Rich brings a wealth of expertise to the table. He is a CERTIFIED FINANCIAL PLANNER™, a Certified Commercial Investment Member (CCIM), and a Registered Investment Advisor. Finding a dually credentialed professional like Rich, with both CFP® and CCIM designations, is exceptionally rare in the financial planning landscape. His clientele includes real estate investors of varying experience levels, business owners, and affluent families.
Rich's reputation extends beyond his role as a financial advisor. He is an honored instructor and adjunct professor in the UC Berkeley Personal Financial Planning program and the UC Santa Cruz Silicon Valley Extension. Additionally, he has been featured twice at the esteemed Commonwealth Club of San Francisco and has earned a place among Worth Magazine's Top 250 Wealth Advisors in the Nation. Rich's real estate strategies have been showcased in prominent publications such as The Wall Street Journal, Newsweek, Time, Investor's Business Daily, The Journal of Financial Planning, The Journal of Accountancy, Real Estate Business, REALTOR® Magazine Kiplinger Retirement Newsletter, and other business and finance magazines.
Academically, Rich holds an impressive background. He graduated with distinction from the Personal Financial Planning Program at UC Berkeley, complementing his Bachelor of Arts degree from San Jose State University. Furthermore, he pursued Graduate Studies in Management at Northwestern University J.L. Kellogg Graduate School of Management, solidifying his knowledge and expertise in the field.
Beyond his professional achievements, Rich treasures his enduring relationship with his undergraduate sweetheart, as they have shared a blissful marriage for over three decades. Together, they have raised two daughters and enjoy the companionship of their beloved flat-coated retriever – a “very good dog.”.
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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.
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.
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.
It is a very good tool for new training related to US Taxation
LG
Excellent information
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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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