The Tax Cuts and Job Act of 2017 has an immense impact on mortgage deductibility. These changes have elevated reverse mortgages as an important strategic tax planning tool for accessing home equity, IRA Roth conversion, and much more.
In this webinar, David Gittelson from Finance of America covers the basics, highlights some case studies, and shows tax professionals various ways to use Reverse Mortgages when serving this client base.
Learning Objectives: By taking this 1-hour webinar, students will learn how a reverse mortgage works, how it can be used in strategic tax planning, how to review actual case studies of possible outcomes, and why reverse mortgages might be a good tax and state planning tool for some clients.
Accreditation: CTEC, IRS, Enrolled Agents, NASBA-QAS CPAs
Field of Study: Federal Law
Publication Date: 5/26/2022
Instructional Delivery Method: Group Internet-Based
Advanced Preparation: No Advanced Preparation Required
Speaker: David Gittelson
About the Author:
Sr. Equity & Debt Retirement Strategist
One of the industry’s top Mortgage specialists supporting Tax and Financial Professionals and their clients for over 20 years.
Emphasis on Retirement Strategies. Each transaction is tailored to the clients' specific requirements from the perspective of a mortgage planner with the client’s short- and long-term objectives.
Team Gittelson will help ensure you and your clients are well informed to make the best decision based on your specific needs and deliver an efficient process to exceed industry closing times.
- Maintaining Promises
Webinar Material: A copy of the PDF is available for download under the Additional References tab.
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