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Real Estate Tax Planning Strategies

  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • ChFC®
  • FSCP®
  • WMCP

Published: July, 2021

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description


  • Written Allcocations
    4 mins
  • Aggregate Cost Segregation Numbers
    24 mins
  • Book Conformity
    46 mins
  • QRP Building Placed in Service First
    84 mins
  • Placed in Service - Buildings
    103 mins
  • Partial Dispositions - Remodels
    139 mins
  • RE Election
    177 mins
  • Foggy Areas
    228 mins
  • Recap: Vacation Homes
    266 mins
  • Qualify as Material Participant
    309 mins
  • Practical Approaches - Personal Property
    341 mins

Course Description

Session 1 - Acquisition and Depreciation Strategies

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

    The recent Tax reforms made a tremendous impact on commercial real estate. In this online CPE 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 - How to Efficiently Save Taxes

      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 - Special Tax Considerations

      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 speaker 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

      Click to access more webinars on Latest Tax Updates | Sales & Use Tax | Trust & Estate Planning

      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

      • Any Professional or Staff Member Interested in learning about Real Estate related Tax Planning & Strategies.
      • This CE/CPE Online course is for CPA & Enrolled Agent who are Involved in Tax Planning specifically for Real Estate Clients.
      • This Online IRS CE Webinar are for AFSP & All Tax Professionals working with real estate clients or involved in real estate related tax planning.

      Who Should Attend?

      • California Registered Tax Professional
      • Certified Valuation Analysts
      • CPA - Mid Size Firm
      • CPA - Small Firm
      • CPA in Business
      • Entrepreneurial CPA
      • Estate Planners
      • Maryland Tax Preparers
      • Oregon Tax Preparers
      • Tax Attorney
      • Tax Firm
      • Tax Managers
      • Tax Practitioners
      • Tax Preparer
      • Tax Professionals
      • Tax Pros
      • Young CPA

      Course Qualification

      Webinar Qualifies For

      • 8 CE Credit for Wealth Management Certified Professional (WMCP)
      • 8 CE Credit of Taxes for Tax Professionals (Approval No. GEHNZ-T-00826-21-S)
      • 8 CE Credit for Financial Services Certified Professional (FSCP®)
      • 8 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00826-21-S)
      • 8 CE Credit for Chartered Financial Consultant (ChFC®)
      • 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-0769)
      • 8 CE Credit of Taxes for Annual Filing Season Program (AFSP)


      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.

      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.


      FAQs content

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      Ratings and Review


      13 Ratings



      Very Good