TNT: Tax Stories: Part II

TREC Course #41200 | 2 Credit Hours | Cost: $20 | Click Here to Register Online
The online meeting URL and entry instructions will be relayed upon registration confirmation. Course will be held via Zoom videoconference.

December 12 | 10:00 am – 12:00 pm
Zoom Video

Course Description: It’s rare that our industry discusses the tax advantages or tax exposures that our clients will have when buying, holding or selling real estate. This 1-hour CE course continues our discussion to help you know the details needed to guide your clients and help your own tax position!

Class Discussion Points:

• How to calculate the tax basis on a property
• When Capital Gains Tax affects the homeowner
• Capital Gains rate varies for different tax brackets
• What are your options around paying Capital Gains
• Principal Residence exclusion
• Taxes when you change the way you hold the property: Primary to investment…..Investment to primary
• 1031 rules and timelines

Course Instructor: Matthew Posey, AXIA Home Loans / Provider #10155