Webinar Registration

Tax Strategies for Residential Property Gains:
Optimizing Client Outcomes
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, June, 2
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Larry Pon
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP
Tax Planning Educator

What You'll Learn

The exclusion from capital gains for the sale of principal residence has not changed since 1997 so more of our clients are paying capital gains tax upon the sale of their homes. What can be done to alleviate this tax bill? What counts as basis for computing the capital gain? How to document…

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What You'll Learn
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Webinar Description

The exclusion from capital gains for the sale of principal residence has not changed since 1997 so more of our clients are paying capital gains tax upon the sale of their homes. What can be done to alleviate this tax bill? What counts as basis for computing the capital gain? How to document improvements made to the home? Can a home be used in a 1031 exchange to defer the capital gain into a new residence? What about incorporating charitable planning? Join CPA Larry Pon to learn answers to these questions.

 

*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.