Taxation on Real Estate Conference (VIRTUAL CONFERENCE)

This session is available to registrants only.

The Inflation Reduction Act, the TCJA, recent real estate tax cases - what a year in real estate tax! This session will discuss what to expect in the upcoming year and provide valuable and useful tips when advising clients.

Speakers: Mark Heroux, J.D. | Baker Tilly US, LLP and Lyle Prempas, CPA | Mowery & Schoenfeld, LLC

This session is available to registrants only.

This session will explore in real-time the tax policy state-of-play in Washington, D.C., including where Republicans stand in their effort to extend the expiring components of the Tax Cuts and Jobs Act of 2017 and to enact elements of the tax agenda laid out by President Trump during his campaign. Gain insight into the political, economic, budgetary and procedural factors that are shaping the fiscal policy debate.

Speaker: Alex Brosseau, CPA, MST | Deloitte Tax, LLP

This session is available to registrants only.

Explore current cybersecurity trends and how they specifically impact the real estate sector. Dive into the latest shifts in compliance, including specific regulatory requirements and the evolution of the NIST Cybersecurity standard (government-developed framework). Learn practical risk mitigation strategies, such as effective penetration and security testing, robust disaster recovery and backup solutions, and the intricacies of cybersecurity insurance requirements. Additionally, address human risk management as a critical component of a resilient security framework.

Speaker: TBD

This session is available to registrants only.

This session is available to registrants only.

The Bipartisan Budget Act (BBA) partnership audit rules were enacted in 2015, and they are becoming increasingly relevant in audits and transactions. Discuss best practices and key issues, including how BBA audits are being conducted, common pitfalls to avoid, recent developments, and partnership terminations.

Speaker: Kate Kraus, PhD, J.D. | Covington & Burling LLP

This session is available to registrants and their guests

Session description coming soon.

Speakers: Jesse Stanley and Scott Norbot | KBKG

This session is available to registrants only.

Real estate holdings present unique opportunities and challenges for estate planning and family wealth transfer. Discuss tax and non-tax estate planning issues involving the ownership of real estate, from dealing with a client's residence to structuring holdings for a full time real estate professional or passive investor. The discussion will also touch on partnership taxation and income tax opportunities for clients who own real estate.

Speaker: Ryan A. Walsh, J.D. | The Law Office of Ryan A. Walsh, LLC.
  

This session is available to registrants only.

Wrap up the day with an insightful discussion on controversy and Beneficial Ownership Information (BOI) reporting. Gain a comprehensive overview of key federal and state controversy developments from the past year, along with practical guidance to help your clients navigate current and upcoming regulatory changes.

Speaker: Mark Heroux, J.D. | Baker Tilly US, LLP 

This session is available to registrants only.