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2 CPE CreditsTaxes
Real Estate Tax Planning: Depreciation, 1031 Exchanges, and Passive Losses
· · 100 min
About this webinar
Real estate clients generate some of the most valuable — and most error-prone — tax planning opportunities a CPA will handle.
This session covers depreciation strategy, like-kind (Section 1031) exchanges, and the passive activity loss rules that determine whether those benefits actually reach the return.
Expect practical examples and the documentation habits that keep positions defensible.
What you'll learn
- Apply depreciation rules and elections to maximize the benefit of real property and improvements.
- Structure a Section 1031 like-kind exchange and identify the timing and identification requirements.
- Navigate the passive activity loss rules and the real estate professional exception.
- Document positions to withstand IRS examination.
Who should attend
CPAs with real estate clientsTax preparers and enrolled agentsAdvisors to real estate investorsCFOs and controllers
Your presenter
Lauren Pierce, CPA
CPE Instructor — Real Estate Taxation
Lauren is a CPA and instructor focused on real estate tax planning for investors and the professionals who advise them.
Course information
- Field of study
- Taxes
- CPE credit
- 2 CPE Credits
- Program level
- Basic
- Prerequisites
- None
- Advance preparation
- None
- Delivery method
- Group Internet Based (live webinar)
What you'll need
- • A computer or device with internet access (Zoom)
- • To earn CPE: attend live and stay for the full session
- • Your join link will be emailed after you register