Tax Planning for Real Estate Investors

9:20 AM - 10:20 AM
San Diego B

This session offers an overview of tax planning opportunities in the financial planning process for clients who own investment properties. It is targeted to the planner who is not a tax professional and who wants to better identify financial planning opportunities for clients who own investment real estate. Participants will gain a basic understanding of the taxation of investment properties from acquisition to sale.

Learning Objectives:

  1. Understand how  investment real estate is taxed and where to find items on the client’s tax return
  2. Identify tax planning opportunities for the client who is buying or selling an investment property, including tips for vacation rentals and house hacks
  3. Prioritize building a tax team for the real estate investor