Tax Planning with Real Estate FLEXCAST
Available Until
Your Desk
1.0 Credits
Member Price $49.00
Non-Member Price $56.00
Overview
Clients often face the daunting prospect of high taxes on substantial real estate gains, posing a significant challenge for tax, accounting, and finance professionals advising them. Larry Pon’s class provides a crucial solution to this common issue. It dives deep into the complexities of tax planning with real estate, offering an array of strategies to mitigate tax liabilities. The course agitates the problem of substantial tax bills following property sales, exploring various scenarios and their respective tax implications. Participants will learn about the tax and financial planning consequences of different options, including Section 1031 exchanges, investments in Qualified Opportunity Zones, and the establishment of Charitable Remainder Trusts. This course equips professionals with the knowledge and tools to advise clients effectively, turning a potentially taxing situation into an opportunity for strategic financial planning.
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 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, Western CPE
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.
Non-Member Price $56.00
Member Price $49.00