Products
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All Products, Personal Residence
Before Buying a Personal Residence – Know Mortgage Interest Credit
CourseMaster key home buying tax strategies with our gamified course. Watch interactive videos, tackle mock client meetings, and earn 1 hour of IRS CE credit. Equip yourself to guide clients confidently through their home buying journey!
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All Products, Personal Residence
Before Buying a Personal Residence - Essential Tax Insight
CourseMaster key home buying tax strategies with our gamified course. Watch interactive videos, tackle mock client meetings, and earn 1 hour of IRS CE credit. Equip yourself to guide clients confidently through their home buying journey!
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All Products, Personal Residence
Homeowner’s Guide part 1: Tax Strategies
CourseOwning a home: Record Keeping, Refinancing, Repair vs. Home Improvement
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All Products, Personal Residence
Homeowner’s Guide part 2: Tax Strategies
CourseThis lesson covers Energy Credits, a case study on deducting mortgage interest without being on the deed (Bruce v. Commissioner), and ends with review questions and a final exam to reinforce learning. Total duration: 50 minutes.
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All Products, Personal Residence
Home Seller’s Guide part 1: Maximizing Tax Benefits Before You Sell
CourseThis lesson covers the 2/5 year rule for personal residence exclusion, unforeseen circumstances, and renting out a room, with review questions and a final test to solidify understanding. Total duration: 51 minutes.
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All Products, Personal Residence
Start: Home Seller’s Guide part 2: Maximizing Tax Benefits Before You Sell
CourseThis lesson explores renting out a home before selling, strategies to reduce gains, and includes review questions and a final exam to reinforce key concepts. Total time: 51 minutes.