Virtual

Real Estate Encore Virtual Conference 2026

Date: Feb. 11, 2026

Time: 8:30 a.m. – 4:30 p.m. PT

CPE: 8

Overview

The evolving economic scene, locally and globally, is making waves in the California real estate markets. To stay ahead and safeguard your client’s interests, you’ve got to be in the know. Join us at the 2026 Real Estate Conference—your ticket to understanding the forces shaping this market. Discover the ins and outs of economic shifts, tax tweaks, and legal developments affecting property owners. Don’t pass up the opportunity to glean insights and updates from the cream of the crop in the field.

Please note, this is an encore broadcast of the Real Estate Virtual Conference, which took place on January 22, 2026.

Product Code
1000004876
Credit Type
CPE: 8
CPE-Technical: 8
CTEC-TX: 4
IRS-TX: 4
MCLE: 4
MCLE LS-TX: 3
Format
Virtual
Intended Audience
CPAs, attorneys, personal financial planners, and other professionals who advise companies and individuals with real estate holdings in California and beyond.
NASBA Field of Study
Taxes
Level of Difficulty
Update
Prerequisites
Working knowledge of taxation for individuals or businesses.
Advance Preparation
None

Learning Objectives

Recognize which economic and legislative issues affect real estate owners, developers, property managers and builders.

Determine how tax and financial matters related to real estate impact individuals and businesses.

Agenda

Welcome / Understanding the One Big, Beautiful Bill Act (OB3)
Gain a comprehensive, practitioner-focused overview of the OB3 Act and its far-reaching impact on real estate taxpayers. This updated session walks through major federal and California-specific provisions, including planning opportunities, interest-limitation rules, QBI, excess business losses, and the new treatment of qualified production property under IRC §168(n). The panel will also address Qualified Opportunity Zones, energy credits, and the Act’s implications for the tax controversy landscape. Additional guidance on 1099 updates, carried interest (unchanged §1061), estate and gift tax exemptions, and the child tax credit will help advisors prepare clients for both immediate and long-term changes. A practical, strategy-focused opening session designed for professionals navigating the shifting real estate tax environment.
Speaker(s)
Michael Torhan Travis Thompson Jefferson Chen

Break

Where Are We Going (And Where Have We Been)? Macro and Micro Trends in the Real Estate Market
Get a clear, data-driven look at economic trends shaping real estate in California and beyond. Learn how interest rates, labor pressures, capital markets, and demographic shifts may influence your clients’ portfolios in 2026.
Speaker(s)
Matthew Greenberg

Opportunity Zones: Strategies and Updates for 2026
Opportunity Zones continue to evolve with new guidance and planning possibilities. This session revisits the rules, compliance requirements, and investment strategies professionals should consider this year.
Speaker(s)
Minna C. Yang

Lunch Break

California Real Estate Hot Topics and Emerging Issues
This fast-paced session covers the most impactful California property tax developments—from Prop 19 and property tax workarounds to valuation issues, Measure ULA, and more. Advisors will gain practical insights into navigating the state’s ever-changing real estate environment.
Speaker(s)
Michael P. Kelly

Lending Insights for Today’s Real Estate Marketplace
Explore today’s lending climate, including refinancing trends, underwriting expectations, and common challenges. Learn what accountants should watch for in due diligence and loan term evaluation.
Speaker(s)
Jason Krcmery

Break

Real Estate Valuation & ASC 820 Fair Value
This session provides an overview of ASC 820 fair value principles and their application to real estate assets, along with practical insight into the primary real estate valuation approaches and how they are applied in practice.
Speaker(s)
Tim Croushore Michael Chappell

§1031 Exchanges – Best Practices
Examine the latest developments in 1031 exchanges. Discover how to assist clients in avoiding pitfalls and maximizing. Learn how to help clients avoid pitfalls and maximize tax-deferral opportunities.
Speaker(s)
G. Scott Haislet

Faculty

Michael Chappell

Michael Chappell is a seasoned real estate valuation professional with over thirteen years of experience providing valuation and consulting services to diverse clients. As a Director at CBIZ Valuation Group, he is recognized for his expertise, diligence, and high-quality analysis within the real estate sector. Mr. Chappell specializes in commercial real estate valuations for estate and trust matters, financial reporting, and litigation support...

More about Michael Chappell

Jefferson Chen

Mr. Chen focuses on navigating complex tax strategies that maximize tax savings and wealth preservation, while also mitigating potential risks. He specializes in tax compliance, consulting, and controversy for high-net-worth individuals, private equity funds, hedge funds, real estate funds, fund managers, cannabis companies, and small businesses.

More about Jefferson Chen

Tim Croushore

Tim Croushore active in the valuation profession for over four decades, Mr. Croushore has managed and performed thousands of valuation studies including the development of opinions of value for various asset classes such as business interests, derivative securities, real property, intangible assets and intellectual property. He has provided valuation to companies in support of their Fair Value reporting requirements and served as the review pa...

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Matthew Greenberg

Matthew Greenberg is a First Vice President with CBRE, specializing in Capital Markets. He focuses on the acquisition and disposition of retail assets across the Western United States, with a primary emphasis on the Greater Los Angeles area. Leveraging his analytical background, Matthew brings a unique perspective to his work, having gained direct exposure to other asset classes, including office, industrial, and multifamily. Since joining CBR...

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G. Scott Haislet

G. Scott Haislet practices in the areas of taxation, real estate, and 1031 exchanges.He is a California attorney and CPA, and 1031 qualified intermediary ("accommodator").He is a Certified Specialist in Taxation Law, California State Bar Board of Legal Specialization.Mr. Haislet writes and lectures frequently about tax, real estate, finance and estate planning and legal issues, and has authored continuing education courses for real estate and ...

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Michael P. Kelly

Michael Kelly joined Ajalat, Polley, Ayoob, Matarese & Broege as an associate in 2022. His practice areas include Property Tax, Sales and Use Tax, City Business Tax, and Documentary Transfer Tax.Michael received his undergraduate degree from UCLA and earned his Juris Doctor from Loyola Law School in 2016. During his time at Loyola, he served as the Vice Chair of the Public Interest Law Foundation, a program dedicated to providing assistance to...

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Jason Krcmery

Jason Krcmery, CFA, Vice President & Principal with American Mortgage & Realty, Indianapolis, has 20 years of industry experience in investment management and commercial real estate lending. He is responsible for co-managing the commercial mortgage loan program for a Midwest based insurance company and originating, underwriting, marketing, and closing commercial real estate financings for AMR’s institutional correspondent lenders. His experien...

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Travis Thompson

Travis is Director in the Tax Controversy and A.I. Consulting Groups at Fennemore and has considerable experience handling all aspects of both Federal and state tax matters. Travis is a known expert in the subject of artificial intelligence and taxation and speaks and publishes regularly on how the IRS and foreign tax authorities utilize A.I. in enforcement efforts. He advises attorneys, accountants, judges, government agencies, and businesse...

More about Travis Thompson

Michael Torhan

Michael Torhan is a Tax Partner in the Real Estate Services Group. He provides tax compliance and consulting services to clients in the real estate, hospitality, and financial services sectors. Michael has extensive tax experience in a wide range of real estate transactions, including joint ventures; formation and operation of private equity funds; real estate acquisitions, dispositions, financings, and refinancings; Section 1031 like-kind exc...

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Minna C. Yang

Minna C. Yang is a Director in the Sacramento Office working in Fennemore’s tax practice group. With over 30 years of experience as a CPA and attorney, Minna is experienced in federal and state income tax planning for business, real estate and estate planning transactions. Minna is known for her efficiency and timely execution of complex business transactions and restructuring. Working often with multi-generation enterprises, she ensures that...

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Real Estate Encore Virtual Conference 2026

Member

Nonmember

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Agenda

8:30 – 10:10 a.m. PT

Welcome / Understanding the One Big, Beautiful Bill Act (OB3)

Speaker(s)

10:10 – 10:20 a.m. PT

Break

10:20 – 11:10 a.m. PT

Where Are We Going (And Where Have We Been)? Macro and Micro Trends in the Real Estate Market

Speaker(s)

11:10 a.m. – 12 p.m. PT

Opportunity Zones: Strategies and Updates for 2026

Speaker(s)

12 – 12:30 p.m. PT

Lunch Break

12:30 – 1:20 p.m. PT

California Real Estate Hot Topics and Emerging Issues

Speaker(s)

1:20 – 2:10 p.m. PT

Lending Insights for Today’s Real Estate Marketplace

Speaker(s)

2:10 – 2:20 p.m. PT

Break

2:20 – 3:10 p.m. PT

Real Estate Valuation & ASC 820 Fair Value

Speaker(s)

3:10 – 4 p.m. PT

§1031 Exchanges – Best Practices

Speaker(s)

Faculty