Tax Planning with Real Estate FLEXCAST

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 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, financial professionals, enrolled agents and attorneys.

Objectives

Tax and Financial Planning Consequences of Sale. Tax and Financial Planning Consequences of Section 1031 Exchange. Tax and Financial Panning 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.