Tax Stories Part 1 Class (1 Elective Credit)

This 60-minute workshop includes case studies around the mortgage interest deduction and the gift tax. We discuss:

• The mortgage interest deduction: how it works and why it matters
• How the gift tax works and why it matters
• How to make better use of the annual and lifetime exclusions to the gift tax when gifting property or when using gifts for down payment funds

Member Cost: $5.00
Non-Member Cost: $10.00
Instructor: Brian Kordell
Credit: 1 Elective Credit

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