GOLD
SURGENT McCOY'S GOLD MINE OF GREAT TAX STRATEGIES
FOR THE REAL ESTATE INVESTOR

The objective of this course is to learn practical tax planning strategies that can be implemented to save money when acquiring, operating, or selling real estate. This unique course is filled with tax tips, remedies, checklists, and audit-reduction strategies. Also included is full coverage of depreciation planning and strategies.

Major topics include:

  • Tax-Reduction Strategies on Acquisition
    • Selecting the best entity structure to own real estate.
    • Impact of §199 on construction
    • Deduct start-up costs you may have missed.
    • Write off capitalized settlement costs quicker.
    • When to form a separate service company for added tax benefits, including pension and fringe benefits.
    • Tax treatment and planning strategies for acquisition closing costs.
  • Tax-Reduction Strategies During Operation
    • Creative uses of depreciation, including componentizing.
    • How to get depreciation write-offs on land.
    • How to write off large capital items as fully deductible repairs.
    • Using cost segregation to get a better write off.
    • When it is better to treat expenditures as capital improvements and not repairs.
    • Little-known strategies to combine depreciation and repairs for double deductions.
    • How to still claim depreciation deductions on vacant rental property, not ready to rent.
    • How not to lose interest deductions on your rental property
    • Strategies to avoid or mitigate the passive-loss limitations.
  • Tax-Reduction Strategies on Disposition
    • How to use the powerful section 1031 exchange to save capital-gain taxes.
    • How to avoid the impact of depreciation recapture and phantom income.
    • How to best use seller financing and avoid significant tax traps.
    • How to avoid alternative minimum tax.
    • How to lock up investor status on certain properties
  • Strategies in light of enacted legislation
  • Builders
    • Allocation of purchase price in sales
    • Demolition of vacation properties
  • Dealersand investors : a checklist of tax benefits

Designed for: CPAs who have clients involved in real estate investments and want to understand techniques that go beyond the basics in providing tax advice.

Level of knowledge: Intermediate

Field of study: Taxes

Live Seminar Course Schedule
Self-study Pricing and Credit Hours
Surgent McCoy's Comprehensive CPE Library
Order

designation programs | live seminars | in-house seminars | self-study courses
state societies of CPAs | contact us | to order | about us | home

Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com