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Friday, January 23, 2026 Live Webcast

Tax Planning for Rental Real Estate (X1-RRE4-2026-01-WEBNR-23-01)

1:00 PM - 4:30 PM EST
webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments.

DESIGNED FOR

Accounting and finance professionals who wish to know about the taxation of rental real estate

BENEFITS

  • Understand exceptions to rental status
  • Identify the different types of depreciation recapture that apply to rental properties
  • Recognize tax planning opportunities for personal and vacation properties
  • Identify how the Section 1237 safe harbor may be used to avoid ordinary income tax treatment on divided land parcel sales

HIGHLIGHTS

  • Rental activities and passive activities
  • Material participation
  • Real estate professional status
  • Active participation status
  • Depreciation recapture – Sections 1245, 1250, and 291
  • Vacation homes rented out
  • QBI deduction and rental properties
  • Section 1237 safe harbor for divided parcel sales
  • Practitioner considerations

COURSE LEVEL

Basic

ADVANCE PREPARATION

None

INSTRUCTOR

Dave Peters

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

PRICING

$149.00 - Member

$169.00 - Nonmember

Register Today


Note: Online pre-registration will close on January 23 at 12:30 PM.

ADDITIONAL OPTIONS

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Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

Surgent

AREAS OF INTEREST

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