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Mortgage & Real Estate Taxation (3 Hour CE Credit)

Mortgage & Real Estate Taxation (3 Hour CE Credit)
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We share real-life examples of how you can help your clients evaluate their real estate options in a way that’s fully compliant.

About this Event

Mortgage & Real Estate Taxation

This class will provide you:

  1. 3 -hour TREC CONTINUING EDUCATION CREDIT (TREC #6294). Provider #9969
  2. This class will provide a 3-hour Financial Advisor CONTINUING EDUCATION CREDIT
  3. Free Lunch

In this course, we share real-life examples of how you can help your clients evaluate their real estate options in a way that’s fully compliant with federal tax laws and regulations.

During this 3-hour workshop we’ll discuss:

  • How the mortgage interest deduction works on primary homes and vacation homes, and how this impacts the client’s mortgage and real estate strategy
  • How recent changes to the standard deduction and SALT deductions impact first-time homebuyers and move-up homebuyers
  • How to make better use of the primary residence exclusion to the capital gains tax
  • How the 3.8% investment tax works, who needs to pay it and when it needs to be paid
  • How the capital gains tax works when people convert their primary home into a rental property and vice versa
  • How rental income, depreciation, capital gains, and capital losses are taxed on investment properties
  • How the gift tax works, who needs to pay it and when it needs to be paid
  • How to make better use of the annual and lifetime exclusions to the gift tax when clients use gift money for a down payment
  • How tax basis works and why it matters
  • You’ll walk away with a much better understanding of how mortgage and real estate taxation impacts you and your clients.

Mortgage & Real Estate Taxation

This class will provide you:

  1. 3 -hour TREC CONTINUING EDUCATION CREDIT (TREC #6294). Provider #9969
  2. This class will provide a 3-hour Financial Advisor CONTINUING EDUCATION CREDIT
  3. Free Lunch

In this course, we share real-life examples of how you can help your clients evaluate their real estate options in a way that’s fully compliant with federal tax laws and regulations.

During this 3-hour workshop we'll discuss:

  • How the mortgage interest deduction works on primary homes and vacation homes, and how this impacts the client’s mortgage and real estate strategy
  • How recent changes to the standard deduction and SALT deductions impact first-time homebuyers and move-up homebuyers
  • How to make better use of the primary residence exclusion to the capital gains tax
  • How the 3.8% investment tax works, who needs to pay it and when it needs to be paid
  • How the capital gains tax works when people convert their primary home into a rental property and vice versa
  • How rental income, depreciation, capital gains, and capital losses are taxed on investment properties
  • How the gift tax works, who needs to pay it and when it needs to be paid
  • How to make better use of the annual and lifetime exclusions to the gift tax when clients use gift money for a down payment
  • How tax basis works and why it matters
  • You'll walk away with a much better understanding of how mortgage and real estate taxation impacts you and your clients.

Views - 06/02/2020 Last update
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  1. Mortgage & Real Estate Taxation (3 Hour CE Credit)
 
 
 
 
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