Schedule E Mastery
Some tax pros are OK at working with Schedule E clients. Some are good. And then there are those who have achieved Mastery.
Schedule E clients are some of the best clients a tax pro can have, due to various factors, such as:
But there is one BIG catch, when it comes to working with Schedule E clients:
"Good enough" isn't good enough.
Only Mastery--true expertise, applied expertly--can give these clients and the tax pros who serve them the profitable and excellent experience that is so valuable and enjoyable.
Here are a few topics we cover in this course, and please feel free to contact our support team if you have any further questions:
Topic: Schedule E Deep Dive
Instructor: Daren Gress, EA
Topic: Out-of-State Rental Property Strategies
Instructors: Andrea MacDonald, CPA
Topic: The (Extensive) Role of LLC's in Real Estate Investing
Instructors: Andrea MacDonald, CPA
Topic: "Fix & Flip" Clients (Schedule E Reporting vs. Schedule C Reporting, etc.)
Instructors: Andrea MacDonald, CPA and Andy Frye, EA
Topic: Cost Segregation Studies
Instructors: Andrea MacDonald, CPA
Topic: Short-Term Rental Strategies (AirBnB, VRBO, etc.)
Instructors: Andrea MacDonald, CPA and Andy Frye, EA
Topic: How to Acquire Real Estate Investor Clients
Instructors: Andrea MacDonald, CPA and Andy Frye, EA
Learning objectives for this course:
Andy Frye, EA
Founder & CEO, Pronto Tax School
***Before You Start, PLEASE READ THIS!
Getting Started Quiz
Part 1 Schedule E: Self Rental Rules when you have an Entity Bonus, Strategies and Pitfalls
Part 2 Schedule E: Deep Dive Income and Expenses
Part 3 Schedule E: Out-of-State Rental Property Strategies
Part 4 Schedule E: Continuation Deep Dive Income and Expenses
Part 5 Sch E: The (Extensive) Role of LLC's in Real Estate Investing
Part 6 Sch E: "Fix & Flip" Clients (Schedule E Reporting vs. Schedule C Reporting, etc.)
Part 7 Sch E : Setting up a Rental, Depreciation, QBI Aggregation Election and issuing 1099
Part 8 Sch E: Foreign Rentals and Settlement Statements
Part 9 Sch E: Cost Segregation Studies
Part 10 Sch E: Foreign income and reporting (includes foreign rentals)
Part 11 Sch E: Short-Term Rental Strategies (AirBnB, VRBO, etc.)
Part 12 Sch E: How to Acquire Real Estate Investor Clients
Blocker Question
Final Steps: Certificate of Completion, IRS, etc.
5 Minute Feedback
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