Description
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.
In part three of this four-part series, tax experts Greg White, CPA, and George Koutelieris, CPA, will take you deep into the world of rental real estate and passive activity rules. You’ll learn how the “automatically passive” rule affects rental income — and, more importantly, the exceptions that can turn this to your clients’ advantage. We’ll unpack key exceptions for real estate professionals, short-term rentals, active participation for moderate-income taxpayers, and self-rentals. Plus, you’ll get a clear breakdown of what it really takes to qualify as a real estate professional, and when it makes sense for clients to aggregate rental properties for a better tax outcome. If you work with real estate investors or landlords, this session is packed with actionable strategies you won’t want to miss. Pt 3
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: Koutellieris, George
Speaker: White, Greg
Objective
* Identify the special passive activities rules that apply to rental real estate * Identify common types of real estate professionals * Discover the special rules that apply to short-term rentals (like Airbnbs) * Compute the loss available under the active participation rule. MAJOR TOPICS * Special passive activity rules that apply to rental real estate * Exceptions for real estate professionals and short-term rentals * Aggregation of the rentals of a real estate professional.
Credit Types
- Taxes: 2
Event Speaker(s)
Registration Fees
| Registration | Type | Price |
|---|---|---|
| Don Farmer: Live Online-(2 Hours) | Members | $79.00 |
| Don Farmer: Live Online-(2 Hours) | Non Members | $99.00 |
The North Carolina Association of Certified Public Accountants 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/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.