Mortgage & Real Estate Taxation

In this course, we share real-life examples of how you can help your clients evaluate their real estate options in a way that’s fully compliant with federal tax laws and regulations. During this 3-hour workshop we'll discuss:

• How the mortgage interest deduction works on primary homes and vacation homes, and how this impacts the client’s mortgage and real estate strategy

• How recent changes to the standard deduction and SALT deductions impact first-time homebuyers and move-up homebuyers

• How to make better use of the primary residence exclusion to the capital gains tax

• How the 3.8% investment tax works, who needs to pay it and when it needs to be paid

• How the capital gains tax works when people convert their primary home into a rental property and vice versa

• How rental income, depreciation, capital gains, and capital losses are taxed on investment properties

• How the gift tax works, who needs to pay it and when it needs to be paid

• How to make better use of the annual and lifetime exclusions to the gift tax when clients use gift money for a down payment

• How tax basis works and why it matters

• 3 CE Credit

You'll walk away with a much better understanding of how mortgage and real estate taxation impacts you and your clients.

Instructor: Jeffrey Beattie, MBA

HOSTED BY: Morgan Bolinder