Real Estate Professionals and Other Exceptions for Rental Properties 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

Greg and George will help you identify which clients qualify as real estate professionals and how to apply the material participation tests to these clients. They will also cover the special passive activity rules that apply to real estate generally, including the passive activity exceptions for short-term rentals, active participation, and self-rentals.

Highlights

How to identify which clients qualify as real estate professionals. How to apply the material participation tests to these clients. Special passive activity rules that apply to real estate. Passive activity exceptions for short-term rentals, active participation, and self-rentals.

Prerequisites

None.

Designed For

CPAs and tax practitioners.

Objectives

Identify real estate professionals. Identify rental properties that qualify for the short-term rental exception to the passive activity rules. Determine whether real estate professionals materially participate in rental properties. Identify taxpayers who qualify for the active participation rules. Make elections to aggregate rental properties.

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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Non-Member Price $94.00

Member Price $79.00