David R Peters, CPA, CFP, CLU, CPCU

The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity too. And how do you know if someo...

The taxation of real estate can lead to some surprising results - especially when property is sold. Depreciation recapture can negatively impact a taxpayer's taxable income in the year of the sale and lead to an unexpected tax bill. In this course...