CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Live Webcast

Real Estate: Financial Freedom & The American Dream

1 Credits: Taxes
Event Date: May 29, 2024 11:30 am ET

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Real Estate: Financial Freedom & The American Dream

Format
Live Webcast
Course Level
Overview
CPE Credits

1 Credits: Taxes
Event Date: May 29, 2024 11:30 am ET

Course Description

Note: By attending this free CPE webinar, you consent to receive follow-up communication from BRAYN Consulting.

Understand the tax opportunities and tax danger zones associated with real estate investing so you can provide better guidance to your clients and create bigger opportunities for yourself. This lively discussion will feature key perspectives from CPAs, a veteran real estate agent, and renowned experts on cost segregation and other specialty tax services.

Panelists include:

  • Joshua “JJ the CPA” Jenson, CPA
  • Amanda Jenson, Realtor
  • Brady Bryan, CEO of BRAYN Consulting LLC.
  • Steve Sheeran, BRAYN National Sales Director
  • Alyssa Honnette, BRAYN Director of Business Tax Services
  • Gareth Young, BRARYN Director of Engineering
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Learning Objectives

  • Understand tax “danger zones” related to real estate ventures
  • Learn to identify special tax opportunities your clients can take advantage of in relation to real estate investing
  • Better understand the mindset of your clients as well as real estate agents they may be working with
  • Learn when it’s beneficial for both you and your client to partner with a third party specialty tax service expert for cost segregation studies, claiming commercial building clean energy credits, and other opportunities.
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Course Specifics

Course ID
LIVE-WEBCAST-368183-1-1
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02481-24-O
IRS Federal Tax Law Credits: 1
CFP Provider Number: 3199
CFP Course Number: 326554
CFP Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-2032
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

Amanda Jenson, a proud native of the red dirt state, hails from Chickasha, OK, and has deep roots in the diverse landscapes of Oklahoma. Having explored various regions within the state, she has savored the recreational delights and natural beauty that Oklahoma has to offer. As a dedicated Realtor with OklaHome Real Estate situated in downtown Edmond, Amanda holds a Masters degree from East Central University. With a rich background encompassing customer service, sales, marketing, legal agreements, and successful entrepreneurship, Amanda brings a wealth of real-life experience to her role. Her genuine passion for real estate, coupled with a profound …

Joshua Jenson, CPA aka “JJ THE CPA” has 32 years of public accounting experience in tax, specializing in LLC, partnership, S corporation, and related individual tax matters. He still practices in the trenches of the CPA firm he founded over 27 years ago. JJ has traveled to over 60 cities, presenting tax courses to thousands of fellow CPAs on the latest tax laws and strategies. The U.S. Chamber of Commerce named him one of the Top 10 Small Business Experts to Follow. For the last twenty years, he has appeared on local and national news programs and has become a …

BRAYN Consulting, LLC is a niche consulting firm that empowers business through specialty tax incentives. The BRAYNiacs are a team of lawyers, engineers, accountants, and tax support staff with extensive industry experience hailing from Big-4 and other national consulting firms. They work collaboratively with CPA firms to assist in the review, documentation, and substantiation of the tax incentives. About Brady Bryan:  As BRAYN’s founder and CEO, Brady brings optimal value to mid-market clients through specialty tax incentives in a number of industries including architecture, As BRAYN’s founder and CEO, Brady brings optimal value to mid-market clients through specialty tax incentives …

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