Practical Strategies to Maximize Deductions from Passive Activities WEBCAST

Friday, November 19 9:30am - 11:30am PST

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Your Desk

2.0 Credits

Member Price $79.00

Non-Member Price $94.00

Overview

Learn techniques for minimizing the impact of the passive activity rules. We’ll cover “grouping strategies” that save our clients money, e.g., when to group, and when not to group activities. We’ll also cover what it takes to group activities and whether your clients should make the election to group.

Highlights

Different methods of satisfying the “material participation” rules, and surprising developments in case law that tell us how to use these tests for our clients’ advantage.

Prerequisites

None.

Designed For

CPAs and tax practitioners.

Objectives

Determine when clients qualify as real estate professionals. Determine the property circumstances to aggregate rental properties. Learn how to identify passive income generators (PIG’s). Learn the proper method to notify the IRS that your client is grouping activities. Learn the seven methods of “materially participation.” Determine the necessary steps to trigger the release of suspended passive losses on disposition of the property.

Preparation

None.

Notice

None.

Leader(s):

Leaders

George Koutelieris

4.93 stars out of 5

“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, and the Oregon Society of Certified Public Accountants. George Koutelieris and Greg White are available to teach in-house courses in tandem for company CPE needs.

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Gregory White

4.96 stars out of 5
“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

Greg White, CPA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his twelfth year as an Adjunct Professor at the Golden Gate University’s Seattle Campus. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine. Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV and King TV.

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Non-Member Price $94.00

Member Price $79.00