Real Estate Tax Planning Strategies

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • MRTP
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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.
        • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
        • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
        • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
        • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
        • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
        • 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.
        • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
        • 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

        Excellent

        30

        Very Good

        14

        Average

        1

        Poor

        0

        Terrible

        0

        LL

        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.

        JW

        James Waldrep, CPA (US)

        Nov 19th, 2021

        Lots of great information. A full day of Real Estate Taxes but incredibly useful.

        MB

        Michele Bebbington, CPA (US)

        Dec 24th, 2020

        This was a long class, 8 hours, but very well thought out and executed.

        JD

        James Denny, Accountant

        Aug 20th, 2021

        One of the best webinars I’ve attended lately.

        WJM

        William J Mansour, CPA (US)

        Jun 28th, 2021

        Overall, very detailed and great presentation!

        Real Estate Tax Planning Strategies

        PREMIUM

        8 Credits

        Subject Area

        Taxes

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