In times of economic and tax uncertainty, real estate ownership can create frustrations and concerns for your client. The purpose of this course is to assist the practitioner in understanding the complexities that a client faces with regard to real estate ownership, prospective real estate ownership, and the tax issues surrounding their real estate holding and prospective holdings.
Real estate as a part of a client’s divinified portfolio of investments. Understanding the differences revolving around personal real estate vs. investment real estate. Understanding valuation issues. Understanding titling issues. Individual deduction issues, including the interest limitation. Business deduction issues. At-risk limitations. Passive activity rules update. How the IRC Section 199A deduction applies to real estate investments. Depreciation issues. Estate and gift planning techniques for real estate. Proper use of trusts in real estate holdings.
CPAs and EAs, and other tax and financial professionals.
To discuss with the practitioner an understanding of the income, estate, and gift tax issues of various circumstances that a client classifies as bad situations in this COVID-19 environment revolving around a client’s real estate (and prospective real estate) holding.
Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd
4.94 stars out of 5 - speaker rating for 2019
“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees
Non-Member Price $109.00
Member Price $79.00