Inheriting or Receiving a Home as a Gift - 0.2 CPEame Property. Very Different Tax Outcomes. When a client receives a home whether by inheritance or as a gift the tax consequences can differ dramatically. Basis rules, future capital gains exposure, and planning timing all hinge on how the property is received, not just its value. This course provides a clear and practical way to explain those differences, enabling clients to make informed decisions and avoid costly surprises later. Learning Objective

and documentation standards helps practitioners avoid avoidable filing mistakes

and compliance obligations may affect international payment strategies beginning in 2026

Learning Objective:  After completing this course

Many business owners hold their operating company and commercial real estate in separate entities for liability protection

2025 Individual Tax Rate Schedules

Educators often spend hundreds (or thousands) out of pocket each year to support their students and classrooms

Tax and accounting professionals advising real estate investors

Part quick reference guide

it also changes the tax treatment of the policy and creates important reporting obligations

Certified Public Accountants:  CountingWorks

Disability-related tax provisions often override standard tax rules — including age limits

400 plus page Big Book of Taxes 2025-26 version as the course syllabus and explores aspects of tax preparation including: