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Tax Planning with Real Estate - FLEXCAST

Available Until Wednesday, May 31

Your Desk

1.0 Credits

Member Price $49.00

Non-Member Price $56.00

Overview

“I’m selling my property for a large gain, what can I do to mitigate that tax bill?” You may have had a client ask this question. In this class from Larry Pon, CPA/PFS,CFP,EA, USTCP, AEP, he will cover a variety of answers with this in-depth look into the basics of tax planning with real estate.

Highlights

Current property. Section 1031 exchange. Qualified opportunity zones. Charitable remainder trust.

Prerequisites

None.

Designed For

CPAs and tax professionals.

Objectives

Tax and financial planning consequences of sale. Tax and financial planning consequences of Section 1031 exchange. Tax and financial planning consequences of qualified opportunity zone. Tax and financial planning consequences of charitable remainder trust.

Preparation

None.

Notice

  • This is a FlexCast™ (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. 
  • You may take up to one year from the date of purchase to complete the course. 
  • Pause your FlexCast and resume at a convenient day during the hours above.  
  • Partial credit for 2+ credit courses:  If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. 
  •  Use chat to ask questions of a subject matter expert during the program. 

Leader(s):

Leader Bios

Larry Pon

Mr. 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 practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

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Non-Member Price $56.00

Member Price $49.00

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