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Real Estate Tax Strategies

JacobHanes_80x80
Jacob Hanes, CPA Owner, Action Tax, LLC
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level

This session provides an overview of powerful real estate tax strategies, including cost segregation, §1031 exchanges, rentals and entity structures. Attendees will gain insights to reduce taxes for their clients and maximize benefits legally. We’ll also discuss tax strategies and preparations for house flippers.

Objectives

Upon completion of this session, you will be able to:

  • Explain how cost segregation and bonus depreciation work
  • Assess when §1031 exchanges are appropriate for clients
  • Differentiate tax rules for short-term vs. long-term rentals
  • Identify tax tools for these kinds of returns

CPE

Governing body CPE credits Designation Field of study
IRS 1 AFSP Federal Tax Law Topic
IRS 1 EA Federal Tax Law Topic
NASBA 1 CPA Taxes
CTEC 1 CRTP Federal Tax Law Topic
CFP Board 1 CFP® N/A

Details

Duration: 50 minutes
Course level: Intermediate
Prerequisite:  Basic understanding of real estate taxation Advanced preparation: None
Delivery method: Group Live

Don’t miss out on rock-solid learning!