2024 Everything Real Estate (MLCE or CFP ONLY)

Description

• The Zoom links for the webinar are provided upon registration and will also be sent via email 24 hours and 1 hour before the start of the webinar.
• Polling questions are the participant’s responsibility.
• Please update your Zoom software before joining the webinars. Click here to update.  Also, check the speakers on your device and ensure they are working prior to the webinar. You can also test your speakers using http://zoom.us/test. Don’t worry about your webcam or microphone. Only Chris Bird will appear on camera and speak.

Topics covered
With real estate values in this country at all time highs, more and more clients
are looking into different types of real estate investments. This webinar will
cover some of the most significant tax issues that tax professionals deal with
when clients purchase, operate, and sell investment properties. Important
topics to be covered include:

• AIRBNB and short-term rentals
• The $25,000 passive loss rule
• The real estate professional rule
• Self rentals
• Sale of rental properties
• Avoiding the Net Investment Tax
• Depreciation issues
• IRC 1031 exchanges
• Important tax elections
• Closing statement reconciliation
• The principal residence exclusion
• Dealer versus investor determination

8 CE Hours