Taxation of Rental Income and Expenses and Retirement Funds

  • 3 Hour Course
  • 4.7
    37 Reviews
  • $15.00

This 3-hour course will help you review best practices for working with clients who have rental income and expenses.

After defining what exactly constitutes rental income, we'll talk about depreciation and how to calculate for tax use. We'll talk about how to help your clients apply rental income and expenses in order to get the best tax treatment for them. This course will also cover retirement funds, such as pensions, annuities, and other retirement plans. We'll talk about tax treatment of distributions from retirement plans, and how survivors and beneficiaries are treated for tax purposes.

This course will conclude with an IRS-mandated 11-question exam.

  • Approved By: Internal Revenue Service (IRS)

Instructor Bio

jeremy allen cpa instructor atyourpaceonline

Jeremy Allen, CPA, was born and raised in Chicago, Illinois. He graduated with a Bachelor's of Science in Accounting from the University of Oregon Charles H. Lundquist College Of Business. He has been a licensed CPA in the state of Oregon since 2007. He specializes in Corporate Taxation and Planning. He enjoys working with start-up businesses, online businesses, and multi-state entities. He is an avid member of Crossfit Grants Pass. In his free time he enjoys traveling and camping with his family. Go Ducks!

Course Reviews

4.7
37 Reviews
  • November 16th, 2019 -

    This class was very good. Not confusing at all the way it was presented.

  • December 27th, 2018 -

    Names in the examples are a little confusing

  • December 18th, 2018 -

    Met all of my objectives.

  • December 29th, 2017 -

    Good course.

  • December 16th, 2017 -

    administration may need to revisit questions for this section

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