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Tax Aspects of Gifting a Home

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CRTP
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

This CE/CPE course will explain the caveats and considerations of giving away the family home from the initial transfer to the final sale. We will discuss the methods of transfer, capital gains issues, installment notes, related party rents, and how to devise the best tax outcomes for both the donor and donee.

Giving away the family home is a commonly broached topic by all taxpayers, not just those subject to the gift tax. Addressing the situation correctly, and hopefully, upfront can avoid paying excess tax to the IRS and aid taxpayers in transferring an invaluable asset to a family member.

There is a multitude of considerations surrounding gifting and the subsequent sale of a home. These questions covered at the time of transfer include whether to gift the property, sell the property to a family member, or perhaps set up a part-sale part-gift transaction.

If a sale is part of the deal, not only is minimizing capital gains tax a key consideration but also avoiding disallowed losses under gifting rules. Additionally, the parent may choose to remain in the gifted property, or the child may move in before it is transferred, creating new tax conundrums.

Holding the property until death would provide a basic step-up, but there are times when gifting a home to a family member is the best alternative. In these situations, the tax adviser needs to structure the transaction in the best interest of both the related parties.

With the help of this CE/CPE webinar on taxation speaker Lawrence Pon, walks you through the numerous considerations of transferring a home to a related party, including tips to minimize capital gains, methods of transfer, installment sales and installment notes, and non-tax considerations when gifting this primary asset.

Learning Objectives

  • To discuss the multitude of considerations surrounding the gifting and the subsequent sale of a home.
  • To review the gift tax consequences of transfers of homes.
  • To review part-sale part-gift transactions
  • To analyze how to determine cost basis
  • To inspect installment sales and installment notes
  • To discuss the changes made by Proposition 19 for clients in California.

Recommended For

  • This IRS-Approved CE/CPE webinar is recommended for CPA, EA, AFSPs, CTECs, Tax Professionals, Tax Directors, Tax Practitioners, and Tax Attorneys desiring to understand Tax aspects of gifting a Home.
  • This CE/CPE course is insightful for tax managers, CFOs, controllers, compliance managers, risk managers, and business owners.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CE Credit of Taxes for Tax Professionals (Approval No. GEHNZ-T-00859-21-O)
  • 2 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
  • 2 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00859-21-O)
  • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 2 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0800)
  • 2 CE Credit of Taxes for Annual Filing Season Program (AFSP)


About Presenter

Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA 

Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.  

Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning. 

Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco. 

About Company

Pon & Associates

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:

  • Income Tax Preparation for all types of businesses, individuals, trusts, and estates.
  • IRS and State Audit Representation
  • Financial Planning
  • Estate Planning and Preparation
  • Business startup services including Business Planning
  • Tax Planning and Consulting
  • Charitable Planning

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.


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Tax Aspects of Gifting a Home


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