Jointly Owned Property Issues

Duration: 100 minutes
Course Level: Basic
Prerequisite: None
Advanced Preparation: None
Delivery Method: Self-Study
CPE Credits Designation Field of Study
IRS * 2 EA Federal Tax Law Topic
CTEC 2 CRTP Federal Tax Law Topic
CFP Board 2 CFP® Income Tax Planning

* NATP will report CPE credits to the IRS for all PTIN holders. CPE is currently not mandatory for RTRPs or RTRP candidates and any option to register or participate in this program is strictly voluntary.

Fees: $52 for Members and $64 for Nonmembers
Taxpayers can jointly own property in several ways, and each has its own set of complications. To further complicate matters, different rules can apply when the joint ownership is not between husband and wife. For instance, who reports the income from jointly held property? What happens when one of the joint co-owners passes away? This webinar provides the information tax professionals need to navigate the complexities surrounding jointly owned property.
Upon completion of this webinar, you will be able to:
  • Discuss the different ways to own property jointly.
  • Determine when the joint ownership of property creates an entity.
  • Evaluate whether jointly owned property receives date of death value.
  • Determine who reports income and expenses from jointly owned property.

Presenter: Lawrence (Larry) Zimbler, MST, EA

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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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