Virtual

Real Estate Virtual Conference 2024

Date: Jan. 30, 2024

Time: 8:30 a.m. – 4 p.m. PT

CPE: 8

Overview

The evolving economic scene, both 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 2024 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.

Product Code
1000002801
Credit Type
CPE: 8
CPE-Technical: 8
CTEC-TX: 6
IRS-TX: 6
MCLE: 6.5
MCLE LS-TX: 6.5
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 Remarks

Economics Analysis
In this session, we'll delve into the intricacies of Economic Analysis with a specific focus on the real estate sector. Gain a comprehensive understanding of market dynamics, exploring key factors influencing property values, investment decisions, and strategic planning.
Speaker(s)
Alexander Kozakov Scott Budzenski Matthew Greenberg Patrick Wade

Federal Tax Update
Stay ahead of the curve as we explore recent changes in tax laws, regulations, and their specific implications for the real estate sector.
Speaker(s)
Ryan McCormick

Break

Real Estate Problems to Resolve
This session is your opportunity to gain practical insights, explore effective strategies, and avoid common pitfalls in the realm of real estate problem-solving. Dive into topics such as the intricacies of S Corp Election, a detailed exploration of NIT (Net Investment Income Tax), a revisiting of Interests for Services, and a thorough examination of Real Estate Professional Rules. Our team of experts will shed light on the five common mistakes people often make concerning owner-occupied properties.
Speaker(s)
Cameron Lenard Hess Timothy M. Tikalsky

Surprise – You’re Reporting Too! - Corporate Transparency Act for Real Estate Investments
This session is your key to staying ahead of regulatory changes, ensuring compliance, and strategically navigating the evolving landscape of corporate transparency in real estate. Delve into the intricacies of the Corporate Transparency Act as we discuss how it impacts your real estate investments. Uncover the reporting requirements set to take effect on January 1, 2024; explore potential exemptions that may apply to your specific circumstances; and discover the unexpected reporting obligations affecting LLCs and LPs.
Speaker(s)
Andrew J. Weiner Megan Jones Deborah S. Thoren-Peden

Lunch

Forms You Should Know – Real Estate Compliance and How to Fill Them Out
Whether you're well-versed in real estate regulations or just beginning to navigate this intricate landscape, this session equips you with the knowledge to confidently handle the diverse array of forms essential to real estate compliance.
Speaker(s)
Ernest F. Howard Minna C. Yang

Break

Delaware Statutory Trusts (DSTs)
Explore DSTs and their use as 1031 exchange replacement property. Gain insights into the tax and non-tax considerations for possible investment into a DST, understanding implications and functionalities in the realm of real estate.
Speaker(s)
G. Scott Haislet

Multi-State Real Estate Issues
Delve into the implications of owning real estate outside of California and unravel the complexities associated with managing properties across state borders. Gain insights into the California Pass-Through Entity Tax (PTE) and its impact on real estate holdings, providing you with the knowledge to navigate tax considerations effectively.
Speaker(s)
Robert W. Wood Josh Booth Michael Laisné

Faculty

Josh Booth

Specializes in providing California franchise and income tax benefit to taxpayers through each stage of structuring, planning, and controversy.Proficient in applying a depth of knowledge and creativity to each unique client’s footprint to maximize the benefits to their owners and shareholders.

More about Josh Booth

Scott Budzenski

Leveraging CBRE’s Debt & Structured Finance platform, Scott arranges debt and equity solutions for commercial real estate transactions on a nationwide basis covering all property types including retail, multifamily, industrial, office and hospitality. Scott has closed more than $1 Billion in commercial finance transactions in various roles throughout his career. Prior to joining CBRE, Scott served in a similar capacity at Marcus & Millichap. ...

More about Scott Budzenski

Matthew Greenberg

Matthew Greenberg is a Vice President at CBRE specializing in the acquisition and disposition of retail and urban redevelopment assets. With a background as an analyst, he brings a comprehensive understanding of market trends, asset types, and statistics in the commercial property sector, influencing his all-encompassing perspective in brokerage.Matthew's experience demonstrates a unique ability to find solutions for clients in complex transac...

More about Matthew Greenberg

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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Cameron Lenard Hess

Cameron L. Hess, CPA, Esq. is a partner with Wagner Kirkman Blaine Klomparens & Youmans LLP and practices in the transaction department in the areas of taxation and business law. A CPA, formerly practicing with the international accounting firm of KPMG, Hess’ practice includes entity formation (limited liability companies, family limited partnerships, nonprofit organizations and other) and state and local tax controversies (sales tax, franchis...

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Ernest F. Howard

In practice since 1978, Ernest F. Howard offers a full range of accounting, tax, business consulting and bookkeeping services, as well as aggressive tax planning and tax-audit defense. His client services include assisting in organization of many new businesses and representation in tax audit and collection matters. He is a past part-time accounting instructor at CSU, Dominquez Hills and a past part-time instructor at Golden Gate University’s ...

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Megan Jones

Megan L. Jones is a tax attorney who focuses her practice on advising entities, individuals and family offices on planning matters, both domestically and internationally.Megan’s experience includes handling a broad range of complex U.S. and international tax issues, with an emphasis on individuals, entities and family offices. Her work spans both income and estate tax planning work. Having a corporate background, she assists clients in domesti...

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Alexander Kozakov

Alex Kozakov co-leads one of CBRE’s investment property sales teams, based in the South Bay (Los Angeles). Together with his partner Patrick Wade, Alex represents clients in the acquisition and disposition of retail investment properties throughout Southern California and the Western United States, including strip centers, anchored shopping centers, single-tenant net-leased assets, and urban redevelopment sites.To complement their investment p...

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Michael Laisné

Michael R. Laisné is a Tax Counsel at the FTB working in the Business Entities Tax Bureau. Mr. Laisné's case load and research focuses on tax shelters and the taxation of corporations and pass-through entities. Mr. Laisné has published law review articles and presented on various tax and legal topics. He also is involved in state and local bar associations and has assisted in planning educational events for FTB staff. Before joining the FTB, M...

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Ryan McCormick

Ryan McCormick is Senior Vice President and Counsel at The Real Estate Roundtable, where he is responsible for managing the organization’s tax policy activities. Ryan coordinates the Roundtable’s Tax Policy Advisory Committee, a group of 150 leading real estate tax experts, including in-house tax directors, general counsel, and chief financial officers of Roundtable members and senior partners from national law and accounting firms.Ryan joined...

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Deborah S. Thoren-Peden

Deborah Thoren-Peden focuses her Chambers-ranked corporate practice on banking, electronic commerce, privacy, anti-money laundering and Office of Foreign Assets Control regulations.Deb co-leads Pillsbury’s Cybersecurity, Data Protection & Privacy team; its Fintech, Payments & Blockchain team, its Consumer & Retail industry team, and its Unclaimed Property Team. She represents and advises fintech companies, bank and non-bank financial instituti...

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Timothy M. Tikalsky

With 40 years of accounting experience, Tax Principal Tim Tikalsky specializes in tax planning, compliance, and consulting for medium-sized to large, closely-held companies, partnerships, and fiduciaries. He has extensive experience in consulting and tax planning for complex real estate transactions including Sec. 1031 exchanges (both forward and reverse), Cost Segregation Studies, partnership “Drop & Swaps” and “Swap & Drops”, partnership Spe...

More about Timothy M. Tikalsky

Patrick Wade

Patrick Wade co-leads one of CBRE’s investment property sales teams, based in the South Bay. Together with his partner Alex Kozakov, Patrick represents clients in the acquisition and disposition of retail investment properties throughout the West Coast, including strip centers, anchored shopping centers, single-tenant net-leased assets and urban redevelopment sites.Patrick and Alex teamed up in 2006, and since then the duo has listed and sold ...

More about Patrick Wade

Andrew J. Weiner

Pillsbury Real Estate partner Andrew Weiner’s practice is global in scope, with a significant and sustained concentration on transactions in the New York metropolitan area.Since 1976, Andrew has represented domestic and foreign clients in equity and debt transactions, the creation of real estate funds and joint ventures, and transactions involving distressed real estate.Andrew’s practice has had a significant concentration in the hospitality a...

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Robert W. Wood

Rob Wood is often listed among the top ten tax lawyers in America. He handles a broad range of tax planning and tax controversies. He also serves as an expert witness on tax matters in civil cases, class actions, disputes over independent contractor or employee classification, etc. A widely published author known for explaining and demystifying complex tax concepts, Mr. Wood is best known for his expertise advising plaintiffs, defendants, lawy...

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Minna C. Yang

Minna Yang is a partner with Wagner, Kirkman, Blaine, Klomparens & Youmans, LLP. With over 15 years of extensive experience, Yang is a member of the business transactions department which practices in the areas of taxation, business matters, real estate, estate planning and probate. She not only provides direct representation to clients, but serves as a practiced resource to client’s primary accountants, financial advisers and other representa...

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Real Estate Virtual Conference 2024

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Agenda

8:30 – 8:31 a.m. PT

Welcome Remarks

8:31 – 9:20 a.m. PT

Economics Analysis

Speaker(s)

9:20 – 10:10 a.m. PT

Federal Tax Update

Speaker(s)

10:10 – 10:20 a.m. PT

Break

10:20 – 11:35 a.m. PT

Real Estate Problems to Resolve

Speaker(s)

11:35 a.m. – 12:25 p.m. PT

Surprise – You’re Reporting Too! - Corporate Transparency Act for Real Estate Investments

Speaker(s)

12:25 – 12:55 p.m. PT

Lunch

12:55 – 2:10 p.m. PT

Forms You Should Know – Real Estate Compliance and How to Fill Them Out

Speaker(s)

2:10 – 2:20 p.m. PT

Break

2:20 – 3:10 p.m. PT

Delaware Statutory Trusts (DSTs)

Speaker(s)

3:10 – 4 p.m. PT

Multi-State Real Estate Issues

Speaker(s)

Faculty

Sponsors

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