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Ready, Set, Change: Today's Real Estate Laws (4152063C)
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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

7/17/2015
When: 7/17/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Karen Brosi, EA, CFP
Contact: April Deneault
801-834-6634


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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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