Real Estate Investment Analysis and Related Tax Planning Opportunities

• Overview

In this OnDemand Webinar you will learn many real estate investment concepts starting with how to analyze investment properties for acquisition and continuing with how to determine the rate of return, how to maximize tax benefits available to the real estate industry, and how to ultimately achieve financial independence by investing in real estate. This program will provide practical advice in ways to maximize your income and cash flow from real estate by using tax planning strategies.

Authors

Andreea Cioara-Schinas, CPA, Berkowitz Pollack Brant Advisors and Accountants

Agenda

Ways to Analyze Investment Properties to Determine Value

• Comparing Investments

• Choosing the Better Investment

• Cash Flow Concepts

• Tax Aspects of Cash Flow

• Cost Recovery

How to Determine an Investor's Rate of Return

• Determining Value of Investment Property

• Debt Coverage Ratio

Tax Planning Opportunities When Investing in Real Estate

• Real Estate Investor vs. Real Estate Dealer

• What Type of an Entity Is Best for Owning Real Estate

• Interest Deduction Rules

• Planning for Depreciation Deductions

• Planning for Capital Gains

• Tax Credits

• Planning for Transfers, Sales, or Exchanges

How to Achieve Financial Independence by Investing in Real Estate

• Diversification

• What Investors Want to Know

• How to Utilize Investment Analysis to Unlock New Sources of Income

• How to Price and Market Investment Properties