3-hour CE class for REALTORS, Financial Advisor, Certified Financial Planners and CPAs.

In this course, we share real-life examples of how you can help your clients evaluate their real estate options in a way that’s fully compliant with federal tax laws and regulations.  During this 3-hour workshop we'll discuss:

  • How the mortgage interest deduction works on primary homes and vacation homes, and how this impacts the client’s mortgage and real estate strategy
  • How recent changes to the standard deduction and SALT deductions impact first-time homebuyers and move-up homebuyers
  • How to make better use of the primary residence exclusion to the capital gains tax
  • How the 3.8% investment tax works, who needs to pay it and when it needs to be paid
  • How the capital gains tax works when people convert their primary home into a rental property and vice versa
  • How rental income, depreciation, capital gains, and capital losses are taxed on investment properties
  • How the gift tax works, who needs to pay it and when it needs to be paid
  • How to make better use of the annual and lifetime exclusions to the gift tax when clients use gift money for a down payment
  • How tax basis works and why it matters

You'll walk away with a much better understanding of how mortgage and real estate taxation impacts you and your clients.

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Members Only

If you have attended this workshop you can find the materials discussed during the class at the following link.