Legal & Tax Training
Mastering Real Estate Taxation for Individuals
Key information
Prerequisites
- No prerequisites are required for this training.
Target audience
- Family offices
- Private wealth departments of banks
- Wealth management advisors
- Notarial firms
Operational and training objectives
- Acquire a solid foundation in real estate taxation for individuals through practical examples
- Understand the advantages and disadvantages of the various applicable tax regimes
- Master structuring options
Mastering Real Estate Taxation for Individuals
This training course provides a comprehensive overview of the real estate tax rules applicable to individuals.
Educational and technical resources
Educational resources
Pedagogical processes
- Training with theoretical contributions
- Discussions on trainees' contexts and feedback from consultant trainers
Evaluation methods
- Assessments of acquired knowledge through questionnaires at the end of each module
- Certification preparation, (mock exam on day 3, for example)
- Self-assessment of the trainee through the needs analysis form sent before the training
- Immediate feedback at the end of the training
Technical resources
- Digital training materials in French
In-person
- Training room equipped with a whiteboard and projector Provision of supplies (pens, notepads, ...)
Remote
- Access to training via the Teams application
Supervision means
- Expert lawyers in Real Estate taxation
- DPO competency certification awarded by AFNOR under delegation from the CNIL