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Tax and Accounting 2016 - Tax and Accounting Strategies for Residential Real Estate Investors

Date2016-06-02 - 2016-06-03

Deadline2016-05-31

VenueSan francisco, USA - United States USA - United States

KeywordsTax and Accounting Strategies; Business and tax structure; Financial modeling

Websitehttps://bit.ly/tax-accounting-strategies-SFO-CA

Topics/Call fo Papers

GlobalCompliancePanel Refer a Friend Program: Any Customer to 3 Referrals "Can Participate 2 Days Seminar for free of Cost
Overview:
Investors who wish to increase their family's net worth, cut taxes, increase financial flexibility and provide for retirement and heirs will benefit from this course. The course covers the major considerations involved in investing in residential real estate including:
? The residential real estate investing landscape - real estate investment choices and operating businesses
? Your real estate business plan
? Evaluating potential acquisitions, including evaluating markets, financial modeling, financial ratios and due diligence
? Selecting the right business structure for real estate investments
? Tax aspects of real estate, including passive income, tax exchanges, active income, depreciating property, tax accounting, tax aspects of selling property, cost segregation studies and real estate professional tax qualifications
? Financing your real estate investments
? Managing your real estate
Why should you attend?
Would you like to be a residential real estate investor, but do not know how to proceed?
Have you heard that real estate provides tremendous rate of return and tax benefits and would like to learn more?
Would you like to know how to structure a real estate investing or operating business and capture the related tax and asset protection benefits?
Are you interested in real estate, but don't want to manage properties and have the business consume your time or life?
While real estate offers opportunities for high net worth families to reduce their marginal income tax rates, do you know how to actually accomplish that result?
Are you concerned about how you would properly manage real estate investments, including buying right and managing the investments after the purchase?
What alternatives are available to reduce risks of investing in real estate?
How would you best structure this activity (business structure, tax returns, accounting processes, etc.)?
How does an investor forecast and achieve the returns that are desired?
What real estate strategies are available to reduce your income taxes?
Did you know that real estate can shelter ongoing cash returns, and can provide an opportunity to receive cash in emergencies without triggering a tax liability?
Would you like to know more about running a real estate business from a self-directed IRA or 401-K?
Would you like to know the tax rules related to investing in vacation and short-term rental properties?
Areas Covered in the Session:
? Passive and non-passive real estate business types; their pros and cons
? Tax attributes of real estate and how to capture the related tax benefits
? The sources of real estate investment returns
? Real estate business and tax structure alternatives
? Financial ratios that real estate investors should know
? Accounting for real estate investments
? Acquiring real estate - evaluation of markets, financing alternatives
? Real estate investments - a great solution for retirees
? Modeling the finances of a real estate investment project
? Planning your exit from a real estate project
? Real estate and your estate
? Potential real estate pitfalls
Who Will Benefit:
? High net Worth Individuals
? Beginning Real Estate Investors
? Retirees who are Considering Real Estate Investments
? Investors Looking to Diversify their Investment Portfolios
? Real Estate Investors who are Looking for ways to Improve their Real Estate Management Processes
? Investors Desiring to Invest in Larger Residential Real Estate Project
Agenda:
Day 1 Schedule:
Lecture 1:
? Real estate business types
? Real estate business structures
? Real estate quality types
? The basic tax attributes of real estate by business type
Lecture 2:
? Your real estate business plan
? Getting things done
? Real estate market research
? Sources of investment returns in real estate
? Buying an investment property
Lecture 3:
? Information needed to evaluate potential real estate investments
? Real estate financial ratios
? Real estate financial modeling
Lecture 4:
? Real estate due diligence
? Real estate pitfalls and traps
? Financing your real estate acquisitions
Day 2 Schedule:
Lecture 1:
? Selecting a property manager or managing the property yourself
? Real estate business team members
? How complicated is this business anyway?
? Real estate professional status
Lecture 2:
? Accounting for investment properties
? Using QuickBooks effectively; working with your bookkeeper and CPA
? Real estate tax returns - Forms 1040, 1120, 1120S, 1065
? Cancellation of debt income; bankruptcy and insolvency
Lecture 3:
? The closing statement
? Tax depreciation for real estate investors
? Cost segregation studies
? Capitalizing vs. expensing costs
? Recording loans and interest
Lecture 4:
? Section 1031 Exchanges
? Selling or refinancing your real estate
? Minimizing taxes on real estate sales
? Estate considerations
Speaker:
Bruce Warner
CPA, Certified Depreciation Professional;
Bruce Warner CPA is a residential real estate investor and owner of a CPA firm. See http://bearlaketax.com/. He specializes in real estate taxes, and advises high net worth families and retirees on tax strategies and building their net worth. He has been involved in real estate investing personally for many years.
His real estate business endeavors include property management, real estate financial services (tax compliance, accounting and payroll) and real estate marketing.
Mr. Warner and his son are partners with 37th Parallel Properties, an investment firm that is helping investors to achieve permanent wealth through passive commercial multifamily investing. See http://www.37parallel.com/.
Mr. Warner is a consultant with Brown, Williams, Moorhead & Quinn, Inc., an energy consulting firm located in Washington, DC. See http://bwmq.com/. He has been involved in financial modeling and promoting capital intensive projects in that industry for many years.
Mr. Warner is a member of the American Institute of CPAs, the Utah Association of CPAs and is a certified depreciation professional. See http://www.depr.org/. He has an accounting degree from Brigham Young University and received his MBA degree at the University of Utah. Mr. Warner has been a licensed CPA in Utah and Illinois since 1975.
Location: SFO, CA Date: June 2nd & 3rd, 2016 Time: 9:00 AM to 6:00 PM
Venue: WILL BE ANNOUNCED SOON
Price: $1,095.00 (Seminar Fee for One Delegate)
Register now and save $200.
Until April 30, Early Bird Price: $1,095.00 from May 01 to May 31, Regular Price: $1,295.00
Quick Contact:
NetZealous DBA as GlobalCompliancePanel
Phone: 1-800-447-9407
Fax: 302-288-6884
Email: support-AT-globalcompliancepanel.com
Website: http://www.globalcompliancepanel.com
Registration Link - http://bit.ly/tax-accounting-strategies-SFO-CA

Last modified: 2016-04-01 14:29:59