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Real Estate Taxation Full Circle WEBCAST

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8.0 Credits

Member Price $299.00

Non-Member Price $399.00

Overview

We’re all impacted directly or indirectly by the laws of real estate taxation, possibly as an owner, investor, landlord, developer, or real estate professional. This course explores the key principles of real estate taxation from all these perspectives. We’ll discuss personal residences, vacation homes, depreciation, credits, passive losses, qualified business income, installment sales, involuntary conversions, like-kind exchanges, and real estate investment trusts (REITs).

Highlights

Personal residence and vacation home advantages and traps. Depreciation, credits, passive losses, qualified business income (QBI). Installment sales. Involuntary conversions. Like-kind exchanges. Real estate investment trusts (REITs).

Prerequisites

None.

Designed For

CPAs, CFPs, financial advisers, landlords, property managers and real estate professionals.

Objectives

Determine the key issues in real estate taxation and the impact of recent developments. Recognize the tax benefits of owning personal residences, engaging in like-kind exchanges, and investing in rental properties. Identify the opportunities in real estate taxation from the perspective of the owner, investor, landlord, developer, and real estate professional.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

J. Gardner, Surgent McCoy CPE LLC

Randy Gardner, JD, LLM, MBA, CPA, CFP ® is a professor of Tax and Financial Planning and director of the Certificate in Financial Planning program at the University of Missouri - Kansas City. He is a coauthor of several books on tax issues and is also a highly rated discussion leader. In addition to teaching, Mr. Gardner works as a tax and financial planning consultant for several accounting firms and over 200 individual clients. He also serves on the Editorial Board of The Journal of Financial Planning and on the Board of Examiners of the Certified Financial Planner Board of Standards, and he is a member of the Missouri Society of CPAs. Mr. Gardner earned a Bachelor of Arts degree, cum laude, from Harvard University, his JD and MBA degrees from the University of Kansas, and a Master of Law in Taxation from the University of Missouri - Kansas City.

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Non-Member Price $399.00

Member Price $299.00