This session will enable the attendees to have meaningful conversations with their clients prior to tax season. Various tax planning opportunities will be presented so that you can have meetings to discuss with your clients how they might avoid or decrease their tax liability by pursuing some strategies presented prior to the end of the calendar year. Attendees will also be equipped with tax planning strategies to share with prospective clients and potentially grow their practice.

Learning objectives:

By completing this webinar, you will be able to advise your clients on topics such as:

Rental Income & Expenses
Passive vs Non-Passive Income
Rental property types
Depreciation
Basis calculations
Disposition of Rental property
Various other tax topics and planning opportunities


Who should attend?
Anyone who prepares tax returns and advises clients

Course Level: Basic
Course Length: 60 Minutes
Prerequisites: NONE
Delivery Method: Group-Live Internet
Field of Study: Taxes - Technical
Recommended CPE: 1
Recommended CE: 1


IRS Course Category: Federal Tax Law Topics/Federal Tax Related Matters
Online: NESGF-T-00159-22-O
In Person: NESGF-T-00159-22-I

The speaker of this event is Louis Alleva.