Course Description
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Course publication/revision date: This course was updated on 9/30/2012
This course also carries 9 EA and RTRP CE credits.
Course Description:
This course is designed to survey selected “hot” topics having a direct impact on the property owner and investor. The emphasis is on problem areas where the unwary beginner and expert alike can be trapped.
You will learn to identify dangers involving installment sales, imputed interest, exchanging, equity participation, condemnation, passive loss rules, and transactions with foreign investors.
Learning Objectives and Course Content
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Course text: (252 pages): glossary; review questions, answers, and explanations. Author: Danny Santucci, J.D.
Exam and Grading: Included in price. Exam can be taken online or by fax.
Program delivery method: Self-study (interactive), available in print or PDF (downloaded upon purchase).
Program level: Overview; Course prerequisites: Basic familiarity with federal taxation; Advance preparation: None
Subject Codes/Fields of Study: CFP Board, CPA,: Taxes. EA, RTRP: Federal Tax Law Matters. NAPFA members: download a NAPFA credit-by-subject chart from our Resources page.
CPE Credit, Reporting, and Sponsor Information
CPE Credit and Reporting:
CFP®, CPA, EA, RTRP and PACE credit available in all states. CFP® credits reported automatically (if applicable). In accordance with the standards of the National Registry of CPE Sponsors, the Quality Assurance Service (QAS), and the IRS, CPE credits have been granted based on a 50-minute hour.
Program Sponsor Information:
CFP Board: 1008.
NASBA: Registry: 107615; Quality Assurance Service (QAS): 050.
IRS: FWKKO.
Individual State Boards of Accountancy: Florida 4761; New York: 002146; Ohio: M0021; Texas: 009349.
How to order/register for this course:
Order online or by phone (800-588-7039)
To order online:
1. (Optional) Log-in or Open an Account.
2. Enter quantity below
3. Select how you would like to receive the course (Printed materials sent in the mail or PDF file Downloaded and saved to your computer).
4. Click "Add to Cart" and proceed to secure checkout.
PDF Downloads: The PDF version of this course is downloaded, including the exam, from the purchase confirmation page. First save the course file to your computer, then open it. It can be printed.)
Don't forget: Get 18% off when you order 3 or more courses. (Discounts and shipping/handling, if applicable, are added during checkout, just before payment.)