Tax Strategies for Residential Property Gains:
Optimizing Client Outcomes
Optimizing Client Outcomes
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, June, 2 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

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…