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Webinar

Surgent's Real Estate Taxation: Critical Considerations

Thursday, May 22, 2025
Noon-3:30 p.m. Central
4 CPE (4 technical)  |  4 IRS CE

Course code: 25WS-0225
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This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022.

Major subjects

  • The impact of recent tax legislation on the real estate industry
  • Depreciation and recapture
  • Determining the basis when acquiring real estate
  • Passive activity losses
  • Calculation of gain or loss on sale of real estate
  • Rental operations
  • Installment sales

Learning objectives

  • Understand the most commonly used forms of ownership for real estate holdings and the scenario-based advantages and disadvantages of each
  • Know and be able to apply the key considerations in determinations surrounding depreciation and recapture, like-kind exchanges, and the determination of passive activity losses
  • Recognize how recent tax legislation impacts commercial real estate
  • Recognize how recent tax legislation impacts homeowners
  • Identify components for determing a property's tax basis

Who should take this program?

  • Accounting and finance professionals who advise clients or their company on issues related to the acquisition, operating, and selling of real estate

Pricing

Standard Member Fee $159.00
checkmark Standard Nonmember Fee $159.00
Our records indicate you are a nonmember. If you register, you will be charged $159.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

More program information

Instructor David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (4.0)
Level Intermediate
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Some experience preparing tax returns involving real estate holdings and transactions
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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