Course Description: This course takes the Tax Professional with a basic understanding of the Passive Activity Loss (PAL) rules under IRC 469 into the advanced aspects including related Code sections that often coexist. While PAL has been around since 1986 it is often minimally understood and misapplied. There are additional components added over the years that will be addressed including Real Estate Professional (RE Pro), grouping, Net Investment Income Tax, and the Pass-through Deduction.
Some of the topics to be explored and dissected in each two-hour event includePart 1: Fundamentals
Learning Objectives: At the completion of the series, participants will be able to understand and apply various aspects of the PAL rules and how they commonly interplay with other Code sections. Participants will be better equipped to provide wholistic planning and preparation.
Instructor: Kelly H. Myers, M.B.A.
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CPE Program Standards
Connected by 3 walkways to the Orange County Convention Center, this high-end conference hotel is 4 miles from Universal Orlando Resort and 12 miles from Orlando International Airport.
Laid-back rooms feature free Wi-Fi and flat-screen TVs, plus minifridges and coffeemakers. Club-level rooms have access to a lounge with complimentary breakfast and snacks. Suites add sitting areas or separate living rooms.
Dining options include a steakhouse and a 24-hour diner, along with 2 bars. Other amenities consist of 2 outdoor pools, a hot tub and a spa, plus a 24/7 fitness center with a tennis court. There's also over 315,000 sq. ft of meeting space.