The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity, too. How do you know if someone is a real estate professional? In this course, we will explore all these issues...

Plan smarter and preserve more value with practical strategies for managing capital gains, harvesting losses, and optimizing tax basis decisions. This course equips practitioners with actionable planning techniques to minimize tax impact and improve outcomes for clients and businesses.

Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term basis, we really could be referring to one of three different things! This course will explore the differences between inside basis, outside basis, and 704(b) basis....

The taxation of real estate can lead to some surprising results – especially when property is sold. Depreciation recapture can negatively impact a taxpayer’s taxable income in the year of the sale and lead to an unexpected tax bill. In this course, we will use practical examples and illustrations to explore the different types of...

If you are a client-facing tax practitioner that is looking for a tax update that gives practical advice without all the fluff, this is the course for you! Since the passage of the One Big Beautiful Bill Act, there has been several pieces of additional guidance from the IRS. In this course, we will explore recent guidance on...

Navigate the tax advantages of charitable giving with confidence while avoiding costly compliance mistakes. This course covers effective use of donor-advised funds (DAFs) and the documentation requirements CPAs need to support deductions and withstand IRS scrutiny.