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Secure Transaction Tax Planning with Real Estate
Format
Webcast
Course Level
Basic
CPE Credits
1 Credits: Taxes
Course Description
Clients often face the daunting prospect of high taxes on substantial real estate gains, posing a significant challenge for tax, accounting, and finance professionals advising them. Larry Pon‘s class provides a crucial solution to this common issue. It dives deep into the complexities of tax planning with real estate, offering an array of strategies to mitigate tax liabilities. The course agitates the problem of substantial tax bills following property sales, exploring various scenarios and their respective tax implications. Participants will learn about the tax and financial planning consequences of different options, including Section 1031 exchanges, investments in Qualified Opportunity Zones, and the establishment of Charitable Remainder Trusts. This course equips professionals with the knowledge and tools to advise clients effectively, turning a potentially taxing situation into an opportunity for strategic financial planning.
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
WC1822286718
June 10, 2022
None
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02033-22-O
IRS Federal Tax Law Credits: 1
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 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
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.
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