Real Estate Tax Strategies

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Who doesn’t love paying less in taxes? 

Taxes are by far the largest expense we have in our lifetime, so why not find every possible way to reduce how much you pay legally? 

Investing in real estate can bring several tax advantages and incentives to legally lower your tax bracket.

Real estate is one of the safest and quickest ways to build wealth. It also yields the best tax-saving opportunities to accelerate your wealth even further. 

There are many reasons you might want to invest in real estate. Owning property can offer income through appreciation - when the home's value increases over time - and can be a source of passive income if you rent it out. And it's a good way to diversify your investment portfolio.

There are countless tax-saving strategies real estate investors may implement every year, not the least of which may help offset income taxes. However, not all tax-saving strategies are created equal; some are inherently more valuable than others.

This online Tax CPE course will provide real estate tax strategies including:

  • Leverage new legislative changes to your advantage 
  • Cost Segregation and the accelerated tax deductions for increasing cash flow
  • How to capitalize on Bonus Depreciation
  • Regulations for 1031 Exchanges to defer taxes
  • Energy Efficiency tax incentives

These strategies will include updates to the tax laws, audit technique guidelines, with examples and composite case studies.


Learning Objectives

  • To identify how beneficial cost segregation can be on construction, acquisitions, and renovations.
  • To identify how new QIP rules benefit taxpayers renovating their property.
  • To analyze how participants will discover multiple opportunities for using these tax strategies for real estate investment and development.

Recommended For

This CPE webinar is for CPAs, Enrolled Agents, Tax Return Preparers, and other financial professionals in the real estate industry who wants to help their clients in managing efficient Real Estate investments by providing real estate tax strategies.

    Who Should Attend?

    • Accountant
    • Accounting Managers
    • Accounts Director
    • CPA (Industry)
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Enrolled Agent
    • Entrepreneurial Accountant
    • Finance Pros
    • Senior Accountant
    • Tax Accountant (Industry)
    • Tax Attorney
    • Tax Director (Industry)
    • Tax Firm
    • Tax Managers
    • Tax Practitioners
    • Tax Preparer
    • Tax Pros
    • VP Finance

    Course Qualification

    Webinar Qualifies For

    • 1 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-U-00284-20-O)
    • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
    • 1 CE Credit for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0292)
    • 1 CE Credit for Annual Filing Season Program (AFSP)
    • 1 CE Credit for Oregon Registered Tax Preparers (ORTP)
    • 1 CE Credit for Maryland Tax Preparer (MRTP)
    • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 1 CE Credit for Certified Wealth Strategist (CWS)
    • 1 General Credit for Accountant/Bookeeper

    Additional details

    • Course Level :
      Basic
    • Credits :
      1
    • Instructional Method :
      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 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

    Kevin Sullivan

    Partner, BRAYN Consulting LLC

    Kevin is the Director of Real Estate & Construction Tax Incentives at BRAYN. His mission is to leverage his 10 years of experience in the design and construction industry to help CPA’s and their clients take full advantage of all federal and state tax incentives, credits, and deductions available to them. He is an award-winning expert on sustainable design and construction, and licensed as a Professional Engineer in over 30 states.

    Many business owners are unaware of the numerous incentives that are available to them. Through awareness and education, Kevin has helped hundreds of commercial and residential developers, building owners, and architecture, engineering, and construction (A/E/C) companies benefit from 179D Energy Efficient Commercial Building tax deductions, R&D tax credits, Cost Segregation, 45L Energy Efficient Residential tax credits, 199 DPAD, Fuel Excise tax recovery, and other incentives.

    Kevin currently serves on the board of the Bayou Land Conservancy, a community-sponsored land preservation organization working to permanently protect land in the greater Houston area. He and his wife recently traveled to 30 countries in 300 days, including a month long stint in India where they both became yoga instructors.

    About Company

    BRAYN Consulting LLC

    brayn.com

    BRAYN Consulting LLC is a fast-growing consulting firm that supports CPA firms and their clients in taking full advantage of specialty tax credits and incentives. Our services include the R&D Tax Credit, 45L Energy Efficient Tax Credit, 179D Energy Efficient Building Deduction, Cost Segregation, Employee Retention Tax Credit, Enterprise Solutions, Tax Controversy and more. Our 3-phase process includes a free phase 1 assessment, a detailed methodology and calculation and a thorough, complete deliverable for substantiation. The quality in our deliverable gives our clients accurate substantiation of the credit and security during a potential audit. We provide full audit support in the unlikely event that a client is audited.

    What sets BRAYN Consulting LLC apart from our competitors is not only our collective years of experience, but the emphasis we place on building relationships, going above and beyond for our clients, and taking pride in the impact we make for our CPA partners, our clients, and the collective communities these tax incentives benefit.

    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

    4.5

    1612 Ratings

    Excellent

    893

    Very Good

    588

    Average

    118

    Poor

    12

    Terrible

    1

    GP

    Garrett Polak, Accountant

    Dec 7th, 2020

    This course was extraordinary, and the written materials are invaluable. I plan to share them with the other preparers in my office. The presenters provided clear definitions and explanations for how every penny spent in connection with a rental can and should be handled on a tax return. I learned new things and will also be much better at explaining things I already knew to clients and co-workers. Really great course.

    AT

    Alan Thriffiley, EA

    Dec 11th, 2020

    The presenters were very good at clearly and thoroughly sharing important data on a topic that is very challenging even for us CPA to understand. I highly recommend this course to any and all who have tax clients who have assets on their books

    WS

    William Scharf, EA

    Jan 31st, 2021

    This webinar was very informative and current for today's accountant. The information was stated and presented clearly. The flow chart, illustrating the steps to determine if an asset is an expense or should be capitalized, is a keeper

    MB

    Marlene Baker, CPA (US)

    Jan 25th, 2021

    It was a good program. The instructor was thoughtful and made time to answer questions which I appreciated. Unfortunely, I can't use his services right now, but hopefully someday I will be in need of services like his.

    KE

    Kristina Eksten

    Dec 10th, 2020

    The instructor clearly knew what he was talking about but as a tax professional it was only minimally relevant. It was kind of hard to follow at points.

    Real Estate Tax Strategies

    FREE

    1 Credit

    Subject Area

    Taxes

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