Course curriculum

    1. Welcome

    1. A Brief History of the Capital Gains Tax & How the IRS Defines Capital Assets

    2. Capital Gain Tax Treatment: Short Term & Long-Term

    3. Explanation of Olivia's Quiz

    4. Calculating Gains & Losses: Basis of Purchased Property

    5. Calculating Gains & Losses: Basis of Non-Purchased Property

    6. Simple Rule for Determining the Holding Period of an Asset

    7. Calculating Gains & Losses: Sale of an Asset

    8. Tax Considerations Profits and Losses When Selling Property

    9. Capital Losses

    10. Capital Gains Tax Rate 2023, 2022, 2021

    11. Online 2023 Capital Gains Calculator- How to Use a Simple One with Walkthrough

    1. Take Advantage of Long-Term Capital Gains

    2. "Hold onto Investments" Strategy: Time Is Your Tax Ally

    3. What Is Step-Up in Basis in Estate Planning: Inheritance Shields, Taxes Yield

    4. Take Advantage of Primary Residence Exclusion: Home Sweet Tax Haven

    5. Owner Financing: Be the Bank, Not the Landlord – Financing Brings Gains

    6. Installment Sales: Sell Bit by Bit, Tax Hits Split – A Smart Way to Profit

    7. Tax-Loss Harvesting: Turn Market Setbacks into Tax Advantages

    8. Itemize Your Expenses to Reduce Capital Gains Taxes

    1. Why Invest in Alternatives Investments?

    2. Qualified Opportunity Zones (QOZs)

    3. Map of Opportunity Zones

    4. REITs (Real Estate Investment Trusts)

    5. Oil and Gas Investments

    6. QSBS (Qualified Small Business Stock)

    1. Reporting the Sale of a Taxpayer's Main Home

    2. Filing out Form 8949, Sales and other Dispositions of Capital Assets - Emily Example

    1. Investor or Dealer - Which Real Estate Strategy Saves You More on Taxes?

About this course

  • $69.00
  • 30 lessons
  • 2 hours of video content

Discover your potential, starting today