Tax Aspects of Gifting a Home: Basis, Capital Gains, Part-Sale Part-Gift Transfers, Installment Notes, and Alternatives
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
Lawrence K.Y. Pon, CPA/PFS, CFP, EA, USTCP, AEP
Pon & Associates
Mr. Pon has been in practice since 1986 providing comprehensive tax and financial planning, tax preparation and... | Read More
Mr. Pon has been in practice since 1986 providing comprehensive tax and financial planning, tax preparation and representation.Close
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