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Some Tax Planning Experience

Course Description

The real estate market has bounced back some since the major collapse in the recession, but its future is still unclear. Congress keeps tweaking tax rules surrounding ownership and sales of real property, keeping everyone a bit unsure about future directions and tax implications. In this course, you'll review a medley of complicated real estate related topics, including several of the most potentially troublesome areas. Tax expert Karen Brosi explores personal residence issues, including vacation homes and home offices, foreclosures, passive activities, real estate professional eligibility, and many other challenging and complex real estate issues. This course will give you valuable planning strategies and tips that you can put into place immediately.


Karen Brosi, CFP, EA

Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen teaches tax professionals how to avoid tax minefields with her extensive planning checklists and practical tips.

Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media, such as Bloomberg Businessweek. Karen’s powerful real-life presentations pinpoint critical federal and state tax areas, teaching tax professionals what they need to know to optimally assist their clients. Karen was the recipient of the California CPA Education Foundation 2012-2013 Outstanding Webcast Instructor award.

Course Specifics

Aug 1, 2019
Some Tax Planning Experience

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01376-19-O
IRS Federal Tax Law Credits: 6
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1313
CTEC Federal Tax Law Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

After completing this course, you will be able to:

  • Identify how to properly apply tax treatment of vacation homes, transfer of homes upon divorce, and conversion of homes to rental use
  • Identify how to properly advise on what happens to suspended losses when a taxpayer dies, gifts, or converts rental property
  • Cite passive activity rules and real estate professional eligibility
  • Identify how to apply techniques for Sec. 1031 exchanges and Sec. 121 exclusions
  • Cite home office rules
  • Identify how to properly advise on foreclosure and debt cancellation

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