Don Farmer Tax Education: Tax Strategies for Real Estate - Mastering Like-Kind Exchanges & Tax Rules

OL1542  |  On Demand Course  |  Update  |  Self-Study

Description

Working with real estate investors and developers? Stay ahead of the curve with part two of two half-day seminars packed with practical insights and real-world strategies. Led by experienced CPA and instructor Greg White, this session dives deep into the latest tax rules and planning opportunities in the world of real estate. We'll cover essential topics like like-kind exchanges, self-employment tax issues for real estate pros, and the passive activity rules  -  with a special focus on real estate professional status and how to use the aggregation election to your clients' advantage. If you're looking to sharpen your skills and confidently navigate the complexities of real estate taxation, this is the seminar for you.

Credits

Number of Credits Type of Credits
4.00 Taxes

Designed For

CPAs and tax professionals involved in the world of tax.

Prerequisites

An understanding of federal income taxation of real estate transactions.

Highlights

  • Rental real estate that qualifies for the section 199A QBID.
  • Rules for the rental real estate exemption from self-employment tax, including Airbnb.
  • Vacation rentals.
  • The "Augusta rule" that (under the right circumstances) allows S Corp shareholders to rent part of their personal residences to their S corps (without paying taxes).
  • Passive activity rules that apply to rental real estate, and real estate professionals.
  • How to reduce taxes on the sale of real estate.
  • The "big 3 rules" for like-kind exchanges.

Objectives

  1. Identify rental real estate that qualifies for the section 199A QBID.
  2. Identify which real estate is subject to self-employment tax, including Airbnb
  3. Identify and apply the rules for vacation rentals.
  4. Identify when the "Augusta rule" allows S Corp shareholders to rent part of their personal residences to their S corps (without paying taxes).
  5. Learn the special passive activity rules that apply to rental real estate, and identify real estate professionals.
  6. Identify strategies for reducing taxes on the sale of real estate.
  7. Learn the "big three rules" for like-kind exchanges.

Prices

Member (Early Bird)
$159.00
Non-Member (Early Bird)
$219.00
Member
$159.00
Non-Member
$219.00
Your Price: $219.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $60.00 on this event. Not a member? join today.

Instructors

George J. Koutelieris, CPA, MS-Tax

George J. Koutelieris, CPA, MS-Tax, has practiced tax accounting for more than 24 years. He is the managing shareholder of the CPA firm Johnson & Shute, P.S. in Bellevue, Washington. George is a frequent lecturer for organizations providing professional education to other tax CPAs and has written and presented live courses and webinars for the last 10 years. Because of his understanding of tax law and ability to make it understandable, George is someone other CPAs turn to when they have difficult tax questions.

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Greg White, CPA

Greg White, CPA, has practiced tax for more than 40 years. He is founder of the CPA firm WGN, P.S. in Seattle, Washington. Greg served as an Adjunct Professor at the Golden Gate University's Seattle Campus over a 14-year period. He is licensed to practice in U.S. Tax Court and has argued cases before the Tax Court. He has been named a "Top 50" IRS Practitioner by CPA Magazine.

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