Tax Strategies & Insights on Real Estate | Tax Reforms

Course Description
Course Qualification
Presenter
FAQ

Course Description

Session 1 - Tax Strategies for Real Estate: Crucial Insights: Acquisition and Depreciation Strategies Part 1

The recent Tax reforms made a tremendous impact on commercial real estate, including liberalizing the depreciation provisions. This online CPE webinar will take an in-depth look at the current rules that tax practitioners will need to advise their clients on and will include a number of illustrative examples on bonus depreciation, construction, and improvement property scenarios. This CPE webinar will also offer real estate counsel thorough knowledge of the new depreciation rules enacted under the recent tax reform law and explain how the acquisition and improvement of real estate can be structured to take full advantage of tax depreciation.

This Online CPE/CE webinar covers the following key topics in session 1:

Purchasing real estate
Written allocation provisions
Apportioning the purchase price to land and improvements
How to break out the purchase price apportioned to improvements into its components: Building, land improvements, and personal property.
Purchasing interests in a qualified opportunity fund.
Which depreciation method works best for different types of properties?

Session 2 - Tax Strategies for Real Estate: Crucial Insights Part 2

The recent Tax reforms made a tremendous impact on commercial real estate. In this online CPD webinar, the presenter goes over the crucial provisions that directly and indirectly affect real estate and impact taxes significantly. The webinar covers an in-depth discussion on the current rules and practical applications and considerations related to the following key topics as repairs, capital improvements, and interest deductions, etc. The speaker takes the position of the tax and covers practical examples to explain the scenarios that successfully provide the overview of when to apply the discussed strategies successfully.

This online CPE/CE webinar will cover the following key topics in session 2:

Crucial strategies for recovering the cost of real estate
Partial dispositions
Removal costs
Interest deductions
Differentiate between repairs and capital improvements.

Session 3 - Crucial Insights for Real Estate Part 3

The recent Tax reforms made a significant impact on commercial real estate. In this webinar, the presenter discusses crucial insights to efficiently save taxes in real estate income transactions. The speaker will refer to major and crucial tax provisions like Qualified Business income deduction. The webinar will take into account strategies discussed for various business entities like a partnership, LLC, and an S corporation etc. This will cover strategies for rental, development, redevelopment, reconstruction, construction, acquisition, conversion, operation, management, leasing, and brokerage businesses for the following topics.

This online CPE/CE course covers the following key topics in session 3:

Crucial strategies for maximizing the QBID for real estate
QBID treatment of rental real estate generally
QBID treatment of rental real estate for triple net lease property
How to maximizing UBIA (the “property” factor), and aggregation of rental properties

Session 4 - Crucial Insights for Real Estate: Part 4

The recent law changes have brought several important changes that owners of real estate properties are required to understand. In this webinar, the speaker will cover key provisions providing crucial insights for saving taxes in real estate income.

The new tax law includes several expanded breaks for real estate owners and one important negative change. How to apply the changes in real-world situations isn’t always clear based solely on the language of the law. The presenter Mr. Jason Dinesen, EA, LPA helps with examples and explanations as to how tax benefits are provided and what can be taken benefits from.

This online CPE/CE course covers the following key topics in session 4:

The special tax considerations for real estate professionals
Like-kind exchanges
Dispositions of real property

Learning Objectives

To explore the mechanics of apportioning purchase price as part of a purchase and sales agreement.
To compute the allocation of purchase price to land, building, land improvements and personal property.
To explore strategies for converting nondeductible partner-level interest expense to partnership deductible interest expense.
To explore various strategies related to repairs and capital improvements
To recognize circumstances where the “safe harbor” for rental real estate may be beneficial to your clients.

Recommended For

This Online CPE/PL course is recommended for CPA, CVA, CFA, and Other Finance professionals desiring to have detailed learning of real estate taxation in one go.

This CPD/CE course is recommended for EA, AFSP, PFS, and Tax Professionals aiming to learn real estate taxation in detail.

Who Should Attend?

Accountant
Accounting Firm
California Registered Tax Professional
Certified Valuation Analysts
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial CPA
Estate Planners
Financial Planner
Finanical Analyst
Maryland Tax Preparers
Oregon Tax Preparers
Personal Financial Specialist
Tax Attorney
Tax Firm
Tax Managers
Tax Practitioners
Tax Preparer
Tax Professionals
Tax Pros
Young CPA

Course Qualification

Webinar Qualifies For

8 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
8 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00358-20-O)
8 PL Credit for Chartered Financial Analyst (CFA)
8 CPE Credit for Certified Valuation Analyst (CVA)
8 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
8 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0361)
8 CE Credit of Taxes for Annual Filing Season Program (AFSP)
8 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00358-20-O)
8 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00358-20-O)
8 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
8 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
8 CE Credit for Certified Wealth Strategist (CWS)
8 General Credit for Accountant/Bookeeper

Additional details

Course Level :

Basic
Credits :

8
Instructional Method :

Group Internet Based
Pre-requisites :

Prior Experience With Handling Real Estate Taxation
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 maintenance 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 through its website: www.NASBARegistry.org.

CTEC APPROVED

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

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Jason DInesen

Speaker, Dinesen Tax & Accounting, P.C.

Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries.

Dinesen is a regular CPE Presenter at myCPE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics. Jason has developed a strong following within the professional community for tax-related subjects.

Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.

About Company

Dinesen Tax & Accounting, P.C.

www.dinesentax.com

Unlike some other accounting firms, when Dinesen Tax & Accounting, P.C. says we offer personal service, we mean it. When you come to us with your tax preparation needs, you’ll deal directly with our owner and president, Jason Dinesen. We don’t put administrative staff in the middle of you and our tax expert. That means you’ll always have first-hand knowledge of where things stand, and important information won’t slip through the cracks. We welcome all clients, but especially individuals who want the benefits of a long-term relationship with an accounting firm capable of handling anything that might come along with their taxes. We give all our clients the time, attention, and convenience they should expect. If you have a challenging professional or personal schedule, Jason will accommodate you by meeting whenever – and wherever – works best for you.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.6

45 Ratings

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Linda Luera, CPA (US)

Dec 4th, 2021

In all the CPE courses I have attended over many decades this is the very first instructor who really understands how to actually teach rather than just reading a bunch of words. Real, effective teaching includes 1) tell students what you are going to teach them, 2) teach them what you said you would do, 3) tell them what you just taught them. This also presupposes having identified appropriate info and putting it into bite-sized pieces that build on one another. I'm pleasantly surprised and will look for more courses from this instructor.