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"Stay current on federal and California adjustments to tax rules surrounding ownership and sales of real estate that are likely to impact your clients. This course provides an overview of complicated real estate-related topics, including common areas of concern. You will learn the rental real estate and passive activity rules, the 3.8% Medicare tax impact on real estate, Sec. 1031 exchanges, Reverse Starker Exchanges and more. Plus, take home valuable planning strategies for you and your clients
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7/17/2015
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When:
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7/17/2015
9:30 AM - 5:00 PM
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Where:
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Webcast/Webinar
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Presenter:
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Karen Brosi, EA, CFP
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Contact:
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April Deneault
801-834-6634
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Online registration is closed.
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« Go to Upcoming Event List
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Stay current on federal and California adjustments to tax rules surrounding ownership and sales of real estate that are likely to impact your clients. This course provides an overview of complicated real estate-related topics, including common areas of concern. You will learn the rental real estate and passive activity rules, the 3.8% Medicare tax impact on real estate, Sec. 1031 exchanges, Reverse Starker Exchanges and more. Plus, take home valuable planning strategies for you and your clients.
Objectives:
Upon completion of this course, participants will be able to identify:
how to treat vacation homes and second residences;
what happens to suspended losses when a taxpayer dies or gifts or converts rental property;
techniques for Sec. 1031 exchanges and Sec. 121 exclusion;
home office rules; and
foreclosure and debt cancelation.
Major Subjects:
Rental real estate and passive activity rules
Real estate professional issues
The 3.8% Medicare tax effects on real estate
Vacation homes vs. vacation rentals
Sec. 1031 exchanges
Reverse Starker Exchanges
Business use of home
Sale of personal residence update
Foreclosure and cancellation of debt
Designed For: CPAs, attorneys and other tax professionals with clients invested in real estate.
Prerequisite: None
Advanced Prep: None
Speaker: Karen Brosi, EA, CFP
Vendor: CalCPA
Field of Study: Taxes
Level: Beginning
CPE Credit: 8 Hours
Acronym: WRT
Registration Fees:
Members: $275
Nonmembers: $375
Meet the Speaker:
Karen Brosi, EA, CFP, a sole practitioner, has been based in Palo Alto, Calif., for more than 17 years. She is a Certified Financial Planner and is enrolled to practice before the Internal Revenue Service. Ms. Brosi was a senior tax specialist and director of financial planning before forming her own practice.
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