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Year-End Tax Bootcamp For Real Estate Investors
Welcome
Course Intro: Your Instructors, Agenda, and Outcomes (10:26)
Weekly Live Q&As
Weekly Live Q&A Schedule & Access Details
Week #1 Live Q&A - Real Estate Professional Status (REPS) (31:15)
Week #2 Live Q&A Replay - STR Loophole (35:22)
Week #3 Live Q&A Replay - Optimizing Your Tax Position (59:54)
Week 1: Real Estate Professional Status (REPS)
Overview of the Passive Activity Rules (23:23)
Qualifying as a Real Estate Professional (45:01)
REPS Case Studies (30:21)
REPS Myths & Strategies (26:02)
REPS Summary and Year-End Considerations (22:30)
Week 2: The Short Term Rental Loophole
Overview of the STR Loophole (41:25)
Material Participation in Your STRs (32:08)
STR Myths (20:18)
Maximize STR Loophole Tax Benefits Using Cost Segregation Studies & Bonus Depreciation (34:12)
STR Loophole Summary & Year-End Considerations (21:03)
Week 3: Optimizing Your Tax Position
Safe Harbors and Partial Asset Dispositions (49:20)
Repairs vs. Improvements (48:10)
Managing Suspended Passive Losses (26:34)
Week 4: Year-End Strategies & Considerations
Tax Loss Harvesting (8:52)
The Year-End Vehicle Deduction Strategy (21:56)
Record Keeping and Handling IRS Notices (49:54)
Retirement Accounts, HSAs, & Charitable Contributions (26:56)
A small favor...
A small favor... (0:38)
Bonus Sessions
Shifting Income to Children (30:14)
Entity Struturing for Landlords (31:07)
How to Exit Real Estate Tax Efficiently (68:23)
Investing Through Retirement Accounts (34:33)
Cost Segregation Study Interview with ELB Consulting (49:49)
Scrubbing Your Depreciation Schedule for Additional Tax Savings (28:04)
What's Next?
Your Invitation to Become a Tax Smart Insider (6:50)
Becoming a Client (8:09)
REPS Summary and Year-End Considerations
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