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Overview

4.0 Credits

In this course, we will address critical considerations that a mid-level practitioner needs to understand when moving into the complex area of advising clients and preparing returns related to the acquiring, holding, managing, constructing, and disposing of real estate. You will leave the course able to navigate many of the key issues associated with the relevant returns and plan strategically for your company or clients.

Objectives

  • Understand the most commonly used forms of ownership for real estate holdings and the scenario-based advantages and disadvantages of each
  • Know and be able to apply the key considerations in determinations surrounding depreciation and recapture, like-kind exchanges, and the determination of passive activity losses

Major Topics

  • Syndications and other forms of ownership
  • Land development
  • Passive activity losses
  • Like-kind exchanges

Designed For

CPAs who do or will advise clients or their company on issues related to the acquisition, holding, management, and disposition of real estate

Prerequisite

Some experience preparing tax returns involving real estate holdings and transactions
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You will receive an email from Surgent CPE with instructions to download this product.