Seminars

FINANCIAL | TAX | REAL ESTATE

Seminars

Tax Seminar Series
Tax Seminar Series
Tax Seminar Series

TAX BASICS 101

JULY 27 @7:00PM

ITEMIZED DEDUCTIONS

AUG. 10 @7:00PM

PURCHASE TO SALE, RESIDENTIAL TO RENTAL

AUG. 24 @7:00PM

  1. Process | System | Communication
  2. Income | Deductions | Dependents
  3. Health Insurance | HAS
  4. Local | City | Metro
  5. Extensions
  1. Federal vs. state deductions, standard or itemized
  2. State and local taxes
  3. Health Medical: not needed (summary vs receipts)
  4. Charitable contributions
  5. Mortgage interest
  1. Settlement statements/closing costs/deductible items
  2. 250k/500 cap gains exemption for primary residence, how qualify
  3. Improvements as related to cap gain exemption, how to document
  4. Office in home write-off/depreciation recapture tease for next class
  5. Residence to rental conversation/sell vs rent/ 2 out of 5 years for cap gain exemption
  6. Lending ramifications of tax/real estate sales
REGISTER
REGISTER
REGISTER