Short Term Rental Tax Planning & Material Participation with Sam Boehr, JD, LLM | Harness Insights

The course is led by Sam Boehr, who has extensive experience with this topic, including representing a client in an ongoing IRS audit. Sam has been an advisor with Harness for 3.5 years after previously spending almost 5 years in Andersen's Private Client Services group. Sam is a licensed Attorney in California with an LL.M. in Taxation.
This course provides a comprehensive exploration of tax regulations affecting short-term rentals, offering key insights into how these properties are distinguished from long-term rentals under the law, with specific reference to Treasury Regulation § 1.469-1T(e)(3)(ii)(A). Participants will gain a thorough understanding of material participation requirements and how these rules differ for short-term rentals, enabling more effective tax planning and compliance strategies. The course will also cover advanced topics such as accelerated depreciation planning and best practices for documenting management activities, all aimed at optimizing client outcomes in a rapidly evolving regulatory landscape.
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