Basis Class

Basis is essential to figuring all income tax, but correctly applying the rules can be tricky

Click here to download the order form (Microsoft Word format).

We will cover the basic rules for determining basis, including:

• Four Principles to Keep In Mind with Every Basis Situation
• Create Bullet Proof Work Papers to Prove Calculations to Yourself and the IRS
• Learn the “Tax Free Two Step” on 1031 Exchanges
• Exercise Rashomon: Point of View for transfers
• When to use FMV or Cost and Adjustments to Basis
• Change of Use (personal to business or business to personal)
• Inherited or Gifted properties
• Accelerations – 83b and Stock Options
• Deferrals – 1031 and 351 Exchanges, and Boot

We’ll work on as many examples as we can fit in.

$100 at the door, $90 if paid by June 26
(CSTC Members: $90 at the door, $80 if paid by June 26)
Andrew S Rogers, E.A. presents seminars for the IRS, the US SBA, and others. Andrew works for Tax Buddha™ Andrew is a member of NAEA and CSTC.
People have said: “Very clear explanations, easy to understand and funny!”
“Informative and easy to follow, Andy is Great!”