Life Settlements - 0.2 CPETurning a Life Insurance Policy Into Cash Can Trigger Unexpected Tax Consequences. Life settlements allow policyholders to sell unwanted or unaffordable life insurance policies to third party investors in exchange for an immediate cash payment. While the transaction may provide valuable liquidity, it also changes the tax treatment of the policy and creates important reporting obligations. Understanding how life settlements differ from policy

Section 1031 exchanges allow real estate investors to defer taxable gain when investment or business property is exchanged for qualifying replacement property

and investment rules

many families miss part (or all) of the savings simply by paying the wrong expense at the wrong time

This course provides a clear and practical way to explain those differences

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The educator expense deduction now involves both an above-the-line benefit and a restored itemized deduction structure

compute nonqualified gain

Standard Mileage Rates

While it’s a federal CPE course

or improper accounting methods go uncorrected

and heir considerations

This 12-minute nano-learning course explains the vehicle interest deduction available for certain new vehicle purchases