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Primary Residence and Vacation Home as a Personal Tax Shelter

Sidney Kess and Barbara Weltman

Primary Residence and Vacation Home as a Personal Tax Shelter reviews the benefits of home ownership as well as the tax breaks that can be claimed upon the sale of a home. Planning pointers are integrated throughout the course the help you use the tax law to your clients' best advantage. Examples illustrate course concepts.

Topics covered include:

  • Tax Breaks on the Purchase of a Home
  • Tax Breaks During the Period of Home Ownership
  • Home Sales
  • Tax Benefit Without Selling the Home

Course Details
Price:  $24.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Overview
CTEC course number:  1075-CE-4125
Course was last updated on:  07/13/07
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Technical Requirements:
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Credit Available For: Units
CPE 2 CPE
QAS 2 CPE
CFP® (Accepted by the CFP Board) 2 CPE
Enrolled Agent (Accepted by the IRS) 2 CPE
CTEC Federal 2 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

User Reviews
Reviewer: Sherri B. submitted on 02/19/2009
Eligible tax deductions and capital gains rules.
Reviewer: Elaine H. submitted on 12/31/2008
Good study questions along the way. These really helped with comprehension.
Reviewer: Mathew T. submitted on 12/23/2008
examples throughout course material
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