Course ID: REAL

Real Estate Acquisition Financing and Management

Real estate is a significant portion of many investors’ portfolios. Special tax laws, as well as financing issues and local laws, have made real estate investing complex in nature. In addition, the documents involved in real estate transactions can be complex. This course focuses on acquisition, financing issues, tax laws, and management matters and the related documents specific to real estate investments.


LEARNING OBJECTIVES
  • Compare the various considerations and complexities of acquisition, financing, and management of real estate investments.

MAJOR TOPICS
  • Understand the common clauses in real estate purchase/sale agreements
  • Understand the common clauses in financing documents
  • Understand the common clauses in leasing documents
  • Alternatives in structuring the ownership of real estate investments
  • Financing issues in real estate, including initial financing and refinancing matters
  • Depreciation issues
  • Operational issues
  • Issues in the disposition of real estate, including like-kind exchanges, installment sales, and related-party sales

DESIGNED FOR
CPAs, EAs, attorneys, and financial planners

FIELD OF STUDY
Taxes

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Basic

This course is available for your group as:

Group Live
 

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