learnformulaMaster complex real estate tax codes to help your clients navigate depreciation recapture, avoid passive loss traps, and strategically maximize their property investments.
You already know what you need to do. The bundle collapses every step into one purchase.
Structured around your CPD requirements.
Most providers issue you a stack of 2 separate PDFs. We issue one consolidated certificate that lists every topic, hours per topic, and totals — exactly what your professional body needs to file. Per-course certificates are still available if you prefer.
Each course is a standalone module.
The Real Estate Taxation package provides tax and financial advisors with a comprehensive examination of the complex rules governing rental properties and property dispositions. Navigating real estate tax codes can be tricky, as direct and indirect investments, depreciation benefits, and recapture rules can lead to unexpected tax liabilities if not properly managed. This package illuminates how to minimize those tax burdens and maximize overall portfolio growth by integrating real estate assets into a broader financial plan.
Through practical examples and a lifecycle planning lens, the content delves into the critical tax consequences that occur both during the holding period and at the time of a property sale. Advisors will explore exceptions to rental status, passive loss traps, and the intricate mechanics of recapture that can negatively impact a taxpayer's taxable income in the year of a sale.
The courses in this package cover essential real estate topics, including:
If it's not the right fit, you have 10 days to request a refund. Any certificates you earn remain valid.
6 CPD hours, one certificate, 10-day money-back.
