Home Ownership
Presentation Kit

Please Note: By using the resources provided here, you agree to:

• All terms outlined in the user guide.

• Communicate with NCACPA regarding the demographics of your presentation, including the organization, number of attendees, and subject matter. Help us track the success of this program by sending this information to Lorrie Leonhardt at lleonhardt@ncacpa.org.

Additional resources are often available. For more information or if you have any questions, please contact Lorrie Leonhardt at lleonhardt@ncacpa.org.

Presentation Outline

A. Purchasing Your First Home

B. Must-Ask Mortgage Questions

C. Tax Breaks for Homeowners

D. Smart Ways to Use the Equity in Your Home

E. Tax Implications of Selling Your Home

F. Should You Rent or Buy Your Next Home?

G. Is Owning Rental Property Right for You?

H. Tax Relief from Vacation Homes

PowerPoint Presentation

Rent vs. Buy Calculator

Tax Benefits of Homeownership

Financing and Home Equity:

• Applying for a mortgage

• Refinancing your mortgage

• Tapping the equity in your home

• Your home as a source of dollars in retirement

For more information, contact lleonhardt@ncacpa.org.