Tax Aspects of Gifting a Home: Basis, Capital Gains, Part-Sale Part-Gift Transfers, Installment Notes, and Alternatives
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This webinar will explain the caveats and considerations of giving away the family home from the initial transfer to the final sale. Our panel of tax experts will discuss methods of transfer, capital gains issues, installment notes, related party rents, and how to devise the best tax outcomes for both the donor and donee.
- Capital gains
- Part-sale part-gift transfers
- Installment sales and installment notes
- Gift tax
The panel will cover these and other critical issues:
- How should the parties document the transfer?
- When should a part-sale and part-gift transaction be considered?
- How is the sale of the home taxed after it is gifted?
- How to determine the fair market value of the family home
- When should the house not be gifted?
Mike DiBernardo, CPA
Allmon DiBernardo & Associates, CPAs and Wealth Strategists
Mr. DiBernardo provides strategic tax planning and consulting services to high net worth individuals and their... | Read More
Mr. DiBernardo provides strategic tax planning and consulting services to high net worth individuals and their businesses. He has guided clients through a variety of business and personal financial matters ranging from acquisitions, to business restructuring, and personal estate planning. Mr. DiBernardo takes a proactive approach to advising clients and developing sophisticated strategies that deliver tax efficient solutions to fulfill their unique personal, financial, entrepreneurial, and philanthropic goals.Close
Nicholas J. Monterosso
Chamberlain Hrdlicka White Williams & Aughtry
Mr. Monterosso practices in the firm’s Private Client Services Department. He focuses his practice on estate... | Read More
Mr. Monterosso practices in the firm’s Private Client Services Department. He focuses his practice on estate planning, estate administration, and trust administration. Mr. Monterosso assists high net worth individuals and families in planning for wealth transfers, with a special emphasis on tax planning. He routinely drafts irrevocable insurance trusts, charitable lead trusts, spousal lifetime access trusts, and inter vivos QTIP trusts. Mr. Monterosso also assists with gifts and sales to intentionally defective grantor trusts and the management of family limited partnerships.Close
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