Vermont Society of Certified Public Accountants
Cart: 0 items

Courses

Surgent's Tax Aspects of Home Offices and Vacation Homes - Download

« View All Courses

Register

Member Price: $49.00
Non-Member Price: $79.00

view cart

Developer:
SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:
Taxes: 2.00
Fields of Study:
Taxes
Level:
Basic
The purpose of this course is to provide a practical and in-depth analysis of the significant tax planning advantages and strategies related to owning a principal residence for use as a home office and/or vacation home for upper-income taxpayers.

Objective

  • Distinguish a pure residence from a mixed-use residence and how §280A applies
  • Discuss the application of §280A to a vacation home that is also rented out during part of the year
  • Identify the issues related to the use of the residence as a home office

Highlights

  • Mixed use of a residence: how deductions are limited in rental situations
  • Home office: qualification and calculation
  • Strategies and planning for renting a principal residence instead of selling it
  • Why buying a vacation home can be a very smart investment
  • Should you rent or use your vacation home? Opportunities and pitfalls
  • Rules for using like-kind exchanges on principal residences and vacation homes
  • Understanding the tax rules for acquisition indebtedness and home equity indebtedness
  • Maximizing your interest expense deduction in light of limitations in the tax code

Designed For

CPAs who wish to assist clients with the home office deduction and/or vacation home issues

Prerequisite

A basic course in individual income tax and in tax return preparation

Advanced Preparation

None
back to list