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Select the topics of your interest to receive Webinars/Virtual Events/E-Books/Podcasts of your interest.
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 the 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.
Key topics covered in this CE Tax Webinar:
With the help of this CE/CPE webinar 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, installment notes, and non-tax considerations when gifting this primary asset.
Owner, Pon & Associates
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.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
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.
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.
211 Ratings
Excellent
135
Very Good
64
Average
11
Poor
1
Terrible
0
MG
Jan 18th, 2023
Mr Pon is one of my favorite instructors! I enjoy and learn something from all of his webinars. Keep it coming!
BL
Jan 4th, 2022
Great course with in-depth knowledge and good examples. The instructor is very knowledgeable in the area.
MS
Jan 4th, 2022
Larry is one of my favorite instructors. I specifically look for his name when choosing courses.
PS
Dec 21st, 2022
Material was very extensive, and well presented and covered with good examples.
YF
Jun 16th, 2022
Love it. Very knowledgeable, great examples and good polling questions.
2 Credits
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Taxes
This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
CPE
General
CE
CPD
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