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Tuesday, January 7, 2025 Live Webcast

Purchase and Sale of a Residence: Critical Tax Issues (X1-PSR2-2025-01-WEBNR-7-01)

1:00 PM - 3:00 PM EST
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

Many clients end up selling one or more residences during their lifetimes. Tax practitioners must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales.

DESIGNED FOR

Any tax professional who will be advising clients regarding the sale or other disposition of a residence

BENEFITS

  • Explain and implement the tax rules relating to the sale of a residence

HIGHLIGHTS

  • General rules relating to the sale of a residence under § 121
  • Sale of a taxpayer’s main home
  • Qualifying for a partial exclusion of gain on the sale of a home
  • How a taxpayer meets the residence requirement
  • Meeting the look-back requirement
  • Separated, divorced, and widowed taxpayers
  • Work-related moves and unforeseeable events
  • Inherited homes and homes received in a divorce
  • Impact of business or rental use of home on the gain exclusion
  • Reporting gain or loss on the sale of a home

COURSE LEVEL

Basic

ADVANCE PREPARATION

None

INSTRUCTOR

Michael Tucker

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.

Ph.D., JD, CPA

Professional Education Network

Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy's webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston.

PRICING

$89.00 - Member

$99.00 - Nonmember

Register Today


Note: Online pre-registration will close on January 7 at 12:30 PM.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent

AREAS OF INTEREST