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Surgent's Real Estate for Accounting and Finance Professionals

 Various
 
2.0
Registration is Open
Member Price
$119.00 Regular Registration
Your Price
$125.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 09/25/2025 from 10:00 am to 12:00 pm
 Tue, 10/21/2025 from 2:00 pm to 4:00 pm
 Wed, 11/12/2025 from 2:00 pm to 4:00 pm
 Wed, 12/24/2025 from 2:00 pm to 4:00 pm
 Wed, 01/14/2026 from 10:00 am to 12:00 pm
 Tue, 02/24/2026 from 2:00 pm to 4:00 pm
 Tue, 03/24/2026 from 10:00 am to 12:00 pm
 Tue, 04/21/2026 from 2:00 pm to 4:00 pm
 Currently available
Designed For:

Accounting and finance professionals seeking a comprehensive understanding of the intersections between rental real estate and federal income taxation

Prerequisite:

None

Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive activity loss rules. Whether it's mastering Schedule E or understanding Congress' intent behind tax laws, professionals will leave with an enriched understanding.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Effectively compute rental income and expenses
  • Decode the implications of renting out vacation homes
  • Navigate different tax forms including Schedule E and Schedule A
  • Unravel the complexities of passive activity loss rules and their foundational reasoning
  • Differentiate between active and material participation
  • Understand the nuances in grouping passive activities for tax purposes
  • Navigate the primary limitations on deductibility of passive losses
  • Dive into the influence of at-risk rules on deductions and taxable income
  • Recognize when and how real estate activities are classified as active businesses
  • Identify scenarios for applying individual investor exceptions in passive activity loss rules
  • Analyze Section 199A QBI deduction and safe harbor rules for real estate professionals

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.