Mastering Rental Real Estate Tax: A Lifecycle Approach

Overview

Rental real estate is one of the most dynamic and technically challenging areas of federal taxation. This comprehensive, full-day course equips tax professionals with the knowledge and practical tools needed to advise clients throughout the entire lifecycle of a rental real estate investment—from acquisition and operation to disposition. 

Rather than approaching the subject as a series of isolated tax rules, the course follows the natural progression of a rental property, allowing participants to understand how each tax decision impacts future planning opportunities. Through practical examples and real-world fact patterns, attendees will develop a framework for analyzing issues, identifying planning strategies, and confidently applying the tax law in practice. 

Throughout the program, participants will examine: 

• Establishing a rental activity and properly characterizing the investment 

• Determining passive versus nonpassive activity status