Seven Tax Planning Ideas for Real Estate Clients

Program Overview

August 4, 2026 | 11:00 am - 1:00 pm| Webinar

Hosted by CSEA Chapters Statewide

Speaker Mark Seid, EA, CPA, USTCP

Description

Real estate investors have benefits hidden in the tax code. This course will unearth several benefits that you may have been overlooking. Help your real estate clients by advising them using both tried & true strategies and new & novel tax planning. Seven valuable ideas to take home and include in your repertoire of tax planning advice will make you even more valuable to current and prospective clients.

Learning Objectives 

1)  Identify tax planning strategies for real estate clients available due to recent law changes. 
2)  Compare and contrast related tax planning strategies for real estate investors.
3)  Identify metrics to measure tax planning strategies. 

Learning Level   Basic

Prerequisites & Advance  Preparation    None



Continuing Education

IRS: 2 hours Fed Tax Law Topics   |   CTEC:  2 hours Federal Tax Law Topics    |   CA Bar:  1.75 hours Taxation Law  |   CPA CA: 2 hours Taxes (Self-Reporting) 

Pricing

Member: $29.95    |   Non-Member: $59.95

Webinar Details

After registering, everything you need for attending this webinar will be found in Your Learning Center.

Cancellation/Refund Policies

Please contact the host chapter at info@csea.org for refund/cancellation policies related to this event.

When
8/4/2026 11:00 AM - 1:00 PM

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