Home Ownership Tax Issues 2025: Navigate the Latest IRS Rules with Confidence

1:00 PM ET | 12:00 PM CT | 10:00 AM PT
90 MINUTES
July 24, 2025
Special Offers :
  • This Session has been approved for 2 CPE hours under IRS.

Cart Value $ 0.00

Description

šŸ  Mastering Homeownership Tax Laws in 2025: IRS Traps, Credits & Compliance

Own a home? Advise clients who do? With tax rules evolving in 2025, this webinar is your essential guide to understanding how recent changes impact homeowners, real estate investors, and tax professionals alike.

šŸ” Key Highlights of the Webinar:

šŸ“Œ New for 2025: Updates to the Mortgage Interest Deduction, SALT Deduction Cap, and Energy-Efficient Home Credits

🧾 Form Deep-Dive: Learn how to navigate and correctly file:

  1. Form 1098 – Mortgage Interest Statement   
  2. Form 1099-S – Proceeds from Real Estate Transactions   
  3. Form 8829 – Business Use of Home   
  4. Form 5695 – Residential Energy Credits   
  5. Schedule A – Itemized Deductions

šŸ’¼ Tax planning for:

  1. Refinancing & Home Equity Loans (HELOCs)   
  2. Home Sales and Capital Gains Exclusion under Section 121   
  3. Rental vs. Personal Use and how it impacts deductions

šŸ” Tax breaks for first-time buyers, married homeowners, and remote workers using home offices
šŸ› ļø Claiming credits for solar panels, heat pumps, and other energy-efficient upgrades
🧠 Pro tips for avoiding IRS red flags when reporting home-related deductions

āœ… Why You Should Attend:

2025 brings important changes to how the IRS handles deductions, credits, and reporting for homeowners. Whether you're preparing your own taxes or advising others, staying current can help you avoid costly mistakes and uncover new opportunities to save.

This session will equip you with practical guidance, real-world examples, and up-to-date IRS compliance tips—all tailored to the latest updates for 2025.

Who should Attend

  • Tax Professionals & CPAs
  • Enrolled Agents & Financial Advisors
  • Homeowners & Real Estate Investors
  • Attorneys & Estate Planners 
  • Mortgage Professionals & Real Estate Consultants
     

Right Column

This is the content for the right column. It will take up half the width of the container on medium screens and larger, and the full width on smaller screens.

Passport Size

Anthony Curatola

Tony Curatola is the Joseph F. Ford Professor of Accounting and Tax at Drexel University in Philadelphia. Tony’s area of research is the taxation of individuals, small businesses owners, and retirement income. He has authored over 200 articles in his field and has completed sponsored research for external groups. His findings have appeared in media such as Forbes, The Washington Post, Wall Street Journal, and The Ne...