Join eMoney's Michelle Riiska (Financial Planning Product & Research Consultant) to learn how to effectively model rental property strategies in eMoney, to include 1031 exchanges. This session will cover the step-by-step process for incorporating rental properties into client plans, analyzing cash flows, and visualizing long-term impacts on their overall financial goals.
What You’ll Learn:
- Data Entry & Customization: How to input rental property details, including purchase price, financing terms, rental income, and operating expenses.
- Scenario Planning: Model key variables such as changes in rental income, property appreciation, and tax implications to create multiple "what-if" scenarios.
- Debt & Equity Analysis: Understand the impact of mortgages, refinancing, or leveraging equity to expand property portfolios.
- Tax Considerations: Capture depreciation, deductions, and the impact of capital gains upon sale.
- 1031 Exchange Capabilities: Learn how to model tax-deferred property exchanges under Section 1031, illustrating their impact on wealth accumulation and future investment strategies.
- Comprehensive Reporting: Generate client-friendly reports to illustrate how rental properties fit into their broader financial picture.
Whether you’re advising seasoned investors or first-time landlords, this webinar will equip you with actionable insights to elevate your client conversations and add value to their financial plans.
*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.
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.
