CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Tax Planning with Real Estate

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Taxes

Course Description

“I’m selling my property for a large gain, what can I do to mitigate that tax bill?” You may have had a client ask this question. In this class from Larry Pon, CPA/PFS,CFP,EA, USTCP, AEP, he will cover a variety of answers with this in-depth look into the basics of tax planning with real estate.

Learning Objectives

Upon completing this course, participants will understand:

  • Tax and Financial Planning Consequences of Sale
  • Tax and Financial Planning Consequences of Section 1031 Exchange
  • Tax and Financial Panning Consequences of Qualified Opportunity Zone
  • Tax and Financial Planning Consequences of Charitable Remainder Trust

Course Specifics

Course ID
WC1822286718
Revision Date
June 10, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02033-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1769
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 registeration 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.

Course Instructor

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Tax Planning with Real Estate

CPE CREDITS
1 Credits: Taxes

$49.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Taxes

Course Description

“I’m selling my property for a large gain, what can I do to mitigate that tax bill?” You may have had a client ask this question. In this class from Larry Pon, CPA/PFS,CFP,EA, USTCP, AEP, he will cover a variety of answers with this in-depth look into the basics of tax planning with real estate.

Learning Objectives

Upon completing this course, participants will understand:

  • Tax and Financial Planning Consequences of Sale
  • Tax and Financial Planning Consequences of Section 1031 Exchange
  • Tax and Financial Panning Consequences of Qualified Opportunity Zone
  • Tax and Financial Planning Consequences of Charitable Remainder Trust

Course Specifics

Course ID
WC1822286718
Revision Date
June 10, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02033-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1769
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 registeration 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.

Course Instructor

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Tax Planning with Real Estate

CPE CREDITS
1 Credits: Taxes

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

$49.00