Fri, Feb 22 | Canyon Title - DTC

Mortgage & Real Estate Taxation

Registration is Closed

Time & Location

Feb 22, 2019, 11:00 AM – 1:00 PM
Canyon Title - DTC, 8055 E Tufts Ave Suite 760, Denver, CO 80237

About the Event

  • 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 home buyers 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
  • You'll walk away with a much better understanding of how mortgage and real estate taxation impacts you and your clients
  • 3-Hour CE Class

Instructor: Michael Steller

HOSTED BY: Ben Bunte

    Registration is Closed

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