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Surgent's Tax Planning for Rental Real Estate

 Various
 
4.0
Registration is Open
Member Price
$159.00 Regular Registration
Your Price
$167.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 07/22/2025 from 9:00 am to 12:30 pm
 Tue, 08/05/2025 from 9:00 am to 12:30 pm
 Wed, 09/24/2025 from 9:00 am to 12:30 pm
 Mon, 10/06/2025 from 9:00 am to 12:30 pm
 Mon, 11/24/2025 from 9:00 am to 12:30 pm
 Tue, 12/09/2025 from 1:00 pm to 4:30 pm
 Fri, 01/23/2026 from 1:00 pm to 4:30 pm
 Wed, 02/18/2026 from 1:00 pm to 4:30 pm
 Mon, 03/23/2026 from 1:00 pm to 4:30 pm
 Thu, 04/30/2026 from 9:00 am to 12:30 pm
Designed For:

Accounting and finance professionals who wish to know about the taxation of rental real estate

Prerequisite:

None

The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity. How do you know if someone is a real estate professional? In this course, we will explore all these issues and many more. Through real-world examples and discussion, this course will delve into exceptions to rental status, qualifications for material participation, and requirements for active status. Additionally, we will cover the QBI and Section 1237 safe harbors and touch on some planning ideas related to depreciation recapture.

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

  • Understand exceptions to rental status
  • Identify the different types of depreciation recapture that apply to rental properties
  • Recognize tax planning opportunities for personal and vacation properties
  • Identify how the Section 1237 safe harbor may be used to avoid ordinary income tax treatment on divided land parcel sales

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.