Virtual
Real Estate Virtual Conference 2026
Date: Jan. 22, 2026
Time: 8:30 a.m. – 4 p.m. PT
Member
$355.00
Nonmember
$465.00
Members, log in to access your discount.
Overview
Act now, early bird pricing ends December 12, 2025
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 that the agenda and/or speakers are subject to change.
Product Code
1000004393
Credit Type
CPE: 8Format
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
Agenda
8:30 – 8:31 a.m. PT
Welcome
8:31 – 10:10 a.m. PT
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.
10:10 – 10:20 a.m. PT
Break
10:20 – 11:10 a.m. PT
Real Estate Market and Economic Outlook for 2026
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.
11:10 a.m. – 12 p.m. PT
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
12 – 12:30 p.m. PT
Lunch Break
12:30 – 1:20 p.m. PT
California Real Estate Hot Topics and Emerging Issues
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)
Richard J. AyoobChris Parker
1:20 – 2:10 p.m. PT
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
2:10 – 2:20 p.m. PT
Break
2:20 – 3:10 p.m. PT
Real Estate A&A Update
Stay current on essential A&A updates affecting real estate entities. Topics include fair value reporting, leasing guidance, waterfall structures, and other developments shaping today’s financial reporting landscape.
3:10 – 4 p.m. PT
1031 Exchanges: Current Rules and 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
