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  3. Property and Assets

Property and Assets

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  • Downsizing a home
  • How to enter a tax deductible expense for a rental property
  • How do I gift a property (e.g. to children)?
  • My client has inherited a property, how do I model this?
  • Can jointly owned property or assets be shown with unequal ownership?
  • Depreciation on an asset
  • Scheduling the future purchase of a property or asset - “Exclude Property if Purchase Not Completely Fulfilled” setting
  • How to model the sale of a business or a business property
  • Property Liquidation - Transfer the proceeds from the sale of a property into savings, an investment or pension
  • Capital Gains Tax - Is CGT calculated and charged when a property is sold?
  • Trusts - Place a property into trust
  • Present Value vs. Future Value - Inflating the cost of future property purchases
  • Schedule the future purchase of a home, property, or asset
  • Business (Company) - How to enter a business as a property/asset or an investment
  • Liquidation - Setting a property to be sold automatically to fulfill future expense shortfalls
  • Reinvest - Use a lump sum inflow to purchase a property or other asset
  • Step Up / Step Down - Scheduling future changes in property / assets
  • Linking - Linking a property to incomes, expenses, or debt
  • Timing - Scheduling the period of ownership, future purchase, and sale of properties and assets
  • Business Property and Agricultural Property Relief - Apply to a property, asset
  • Linking - Link a property, such as a rental property, to an other income

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