Those who buy, sell or exchange real estate have a host of tax planning and strategy issues to contend with. Hear case studies and gain vital tips for managing and maximizing real estate investments.
DESIGNED FOR
CPAs, practitioners, employers, owners working with real estate investments, or anyone interested in buying, selling, or exchanging real estate.
BENEFITS
Learn about critical issues and current developments in real estate accounting, development, financing, and taxation.
HIGHLIGHTS
8:30-8:55 a.m.
Trends in Practice Management and Construction
Rick Telberg, Editor in Chief - CPA Trendlines
- Hard Trends in CPA Practice Management, Real Estate and Construction
Greg Bryant, CCSP, Managing Partner - Bedford Cost Segregation
- Life Cycle of Real Estate
8:55-10:40 a.m.
Tax-Centric Management of Your Real Estate Assets: From Acquisition to Disposition
Greg Bryant, CCSP, Managing Partner - Bedford Cost Segregation
- Cost Segregation and Beyond with Tangible Property Regulations (TPRs)
Karen Koch, CPA, MT, Partner - Bedford Cost Segregation
- Application of Tax Incentives for Cash Flow Related to Energy
Stephen Lukinovich, CPA, PFS, CVA, Partner - MCM CPAs & Advisors, LLP
- Grouping Elections - Income Tax Planning
Andy Ackermann, CPA, CVV, Partner - MCM CPAs & Advisors, LLP
- Historic and Low-Income Housing Tax Credits
Josh Malancuk, CPA, CMI, President - JM Tax Advocates
- Economic Incentives and COVID Property Tax Crisis
10:40-10:50 a.m.
Break
10:50-11:05 a.m.
Real-Life Case Studies: Planning Strategies and Overcoming Myths
Greg Bryant, CCSP, Managing Partner - Bedford Cost Segregation
Karen Koch, CPA, MT, Partner - Bedford Cost Segregation
- Turnkey Case Study: How Cost Segregation, Repair Studies and 179D Work Together, Including Common Misconceptions
11:05-11:30 a.m.
Incentives for Architects, Engineers, and Contractors
Max Vignola, CCSP, Director of R&D Services - Bedford Cost Segregation
- R&D Tax Credits in the Construction Industry
Karen Koch, CPA, MT, Partner - Bedford Cost Segregation
- 179D for Primary Designers
11:30-11:45 a.m.
Opportunity Zone Update
Blake Christian, CPA/MBT, Partner - HCVT, LLC
11:45-12:30 p.m.
New Jersey Panel Discussion
Greg Bryant, CCSP, Managing Partner - Bedford Cost Segregation
Karen Koch, CPA, MT, Partner - Bedford Cost Segregation
Blake Christian, CPA/MBT, Partner - HCVT, LLC
Josh Malancuk, CPA, CMI, President - JM Tax Advocates
Andy Ackermann, CPA, CVV, Partner - MCM CPAs & Advisors, LLP
Charles McCullough, CPA MAI ASA, Owner and President - Charles A. McCullough CPA LLCCOURSE LEVEL
Basic