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Section 121 & Primary Residence

The Internal Revenue Code has fortified homeownership through various provisions. This session will explore the tax consequences of qualified use, non-qualified use, converting a primary residence to rental property, home office use and other scenarios having tax implications. We will also discuss issues surrounding Airbnb.

Objectives

Upon completion of the session, the learner will be able to:

• Comprehend 121 provisions
• Distinguish between qualified and non-qualified use
• Calculate depreciation recapture
• Explore unforeseen circumstances and predict planning issues

Details

Allan "A.J." Reynolds , EA

Instructor:

Level:

Intermediate

Prerequisites:

Basic knowledge of real estate and taxation

Advanced Preparation:

None

Delivery Method: 

Group Live

CPE credits     Designation     Field of study

IRS

2

AFSP

Federal Tax Law Topic

IRS

2

EA

Federal Tax Law Topic

NASBA

2

CPA

Taxes

CTEC

2

CRTP

Federal Tax Law Topic

CFP Board

0

CFP®

No

How to Earn CPE

Sessions are first come, first served. Registration is not required for individual sessions. To earn CPE, scan your badge on your way into each session. You do not need to scan on your way out. CPAs will receive an additional form at registration to self-report their time out. We strictly abide by the IRS’ CPE rules and turn badge scanners off ten minutes after each session begins. We cannot award CPE if your badge isn’t scanned.

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