Mortgage & Real Estate Taxation (3 Hour CE Credit)

WE SHARE REAL-LIFE EXAMPLES OF HOW YOU CAN HELP YOUR CLIENTS EVALUATE THEIR REAL ESTATE OPTIONS IN A WAY THAT’s fully compliant. ABOUT THIS EVENT MORTGAGE & REAL ESTATE TAXATION This class will provide you: * 3 -hour TREC CONTINUING EDUCATION CREDIT (TREC #6294). Provider #9969 * This class will provide a 3-hour Financial Advisor CONTINUING EDUCATION CREDIT * Free Lunch 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 * You’ll walk away with a much better understanding of how mortgage and real estate taxation impacts you and your clients. MORTGAGE & REAL ESTATE TAXATION This class will provide you: * 3 -hour TREC CONTINUING EDUCATION CREDIT (TREC #6294). Provider #9969 * This class will provide a 3-hour Financial Advisor CONTINUING EDUCATION CREDIT * Free Lunch 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 * You'll walk away with a much better understanding of how mortgage and real estate taxation impacts you and your clients.