In partnership with VSCPA, this program will be held on the VSCPA Zoom platform. Your Zoom link will be sent out to you via email prior to the event.
Wrap up this powerful four-part series with part four. Tax experts Greg White, CPA, and George Koutelieris, CPA, will tackle some of the most advanced — and opportunity-packed — passive activity strategies. Learn how to use the “recharacterization rules” to convert passive income into nonpassive income, a smart move that can help your clients sidestep the net investment income tax. We’ll also cover the critical disposition rules — your go-to strategy for freeing up suspended passive losses when a property or business interest is sold. If you’re ready to put the finishing touches on your passive activity expertise and turn tax rules into real savings for your clients, this is the session to catch. – Part 4
Event Level: Basic
Who Should Attend: CPAs and tax professionals involved in the world of tax
Required Knowledge: None
Advanced Preparation: None
Vendor: Don Farmer Tax Education
Speaker: Koutelieris, George
Speaker: White, Greg