This course is designed to survey selected “hot” topics in real estate taxation having a direct impact on the property owner and investor. The emphasis is on problem areas where the unwary beginner and expert alike can be trapped. You will learn to identify dangers involving installment sales, imputed interest, exchanging, equity participation, condemnation, passive loss rules, and transactions with foreign investors.
Tax Economics. Installment Sales and Time Value of Money. Mortgage Finance. Home Sales and Like-Kind Exchanges. Involuntary Conversions. Passive Loss and At-Risk Rules. Sales by Foreign Investors. REITs.
CPAs, financial professionals, enrolled agents and attorneys.
Determine what constitutes building an estate, preserving wealth, and distributing assets in the context of financial fundamentals and tax planning elements. Identify types of income, from a financial and tax perspective, to be budgeted into cash so that income-producing assets can be acquired and managed for an effective investment plan. Recognize the types of fringe benefits that employers can provide to employees tax-free. Specify budget rules, ways that cash can be used, guidelines that should be applied when purchasing assets, and money management rules, and more.
Danny Santucci, Western CPE
Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal career started with the business and litigation firm of Edwards, Edwards, and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines, and Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter, and Leanders in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law, and estate planning. Speaking to more than 100 groups nationally each year, he is known for spicing up his extensive expertise with an incredible sense of humor.
Non-Member Price $354.00
Member Price $308.00