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Real Estate Tax Planning

  • AFSP
  • CPA (US)
  • EA
  • Oregon Tax Prep.
  • CTEC
  • ChFC®
  • Maryland Tax Prep.
  • FSCP®
  • WMCP
Real Estate Tax Planning

2 Credits


Subject Area


Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00795-21-O)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0739)

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 CE credit for Wealth Management Certified Professional

2 CE credit for Financial Services Certified Professionals

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00795-21-O)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00795-21-O)

2 CE credit for Chartered Financial Consultant (ChFC®)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

Buying or selling real property always carries extensive tax implications. Because sales or purchases of real estate generally involve significant amounts of money, the impact of tax errors that occur, or opportunities that are missed in the transaction, are exaggerated.

Therefore, it is imperative that real estate transactions be fully and thoroughly analyzed for their tax ramifications in advance of their closing.

Real estate investors who buy and hold properties for rentals, those who purchase properties to fix and flip, and real estate agents all participate in different types of business activities in the eyes of the IRS.

It is important to know when and how to report rental income, how you can deduct rental expenses, and how to divide expenses for personal vacation homes.

Real estate prices are at record highs and many of your clients are selling their real estate.

What are their choices with dealing with the tax bill?

  • Review of the tax consequences of sale which includes the capital gains tax, net investment income tax, and the recapture tax.
  • What is section 1031 exchange?  
  • What are the requirements?  
  • Will a qualified opportunity zone fund make sense?   
  • Should we consider charitable tax planning?

The recent Tax reforms made a tremendous impact on commercial real estate. In this Online CPE/CE Webinar, the presenter goes over the crucial provisions that directly and indirectly affect real estate and impacts taxes significantly.

Learning Objectives

  • To review the tax consequences of the sale of real estate.
  • To review the requirements of a Section 1031 exchange.
  • To compare the pros and cons of a Section 1031 exchange.
  • To compare the pros and costs of taking advantage of qualified opportunity zone funds.
  • To analyze charitable giving techniques in connection with the sale of real estate.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certificate in Investment Performance Management
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA