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Learn about the recent developments and important issues in real estate with a focus on taxation!
CLE (OR): Pending Approval
Conference developed by the OSCPA Real Estate Project Committee. We appreciate the following business for exhibiting at the 2019 Real Estate Conference:
CPAs with clients that own property, property owners, or anyone thinking about buying, selling, or owning real estate for investment; those who wish to know what to expect regarding tax laws and economic trends.
- 2018 Year in Review & 1031 Exchanges
Doug Blackwell, Investment Property Exchange Services Inc
In this 60-minute conversation we will discuss many real estate related topics from the Basics of 1031 Exchange with updates to more advanced topics to include 2018 and the year in review as well as Opportunity Zones when combining the two programs. Among the topics to be discussed are 1031 Exchange Overview: Qualified Property, Rules to Follow, & Timeliness and Identification. 2018 Year in Review: What was Learned, 2019 Updates and What's New, and Pitfalls to avoid when funding an Opportunity Zone with Failed Exchange Proceeds.
- Economic Forecasting and Other Forms of Divination: Reading the Tea Leaves for the Economic Outlook
Thomas Potiowsky, PhD, Portland State University
June 2019 will mark the 120th month of economic expansion, tying the longest expansion on record (1991-2001). Must all good things come to an end? A look at where the economy stands today and prospects for further growth in the near future. Besides the overall US economy, the outlook also considers the Oregon and Portland Metro economies. The discussion will cover financial markets, various industries, and real estate.
- Post Tax Reform Cost Segregation Strategies
Gian Pazzia, CCSP, KBKG Inc, Pasadena, CA
This presentation will briefly introduce cost segregation and then focus on more specific tax planning related concepts that include cost segregation and recent developments in tax law. This session will provide insight on how to most effectively apply cost segregation principles. Eddie will cover the interplay between estate planning for real estate and cost segregation, how cost segregation can help condominium developers reduce gain on sale of units, effectively utilizing the GAA election to preserve deductions on demolished buildings, and cost segregation tax law developments and changes.
- Portland and Multnomah County Tax Changes
Dan Eller, Attorney, Schwabe Williamson & Wyatt PC
This session will explore recent city of Portland and Multnomah County tax changes.
- Alternative Working Capital and Real Estate Lending Options
James Richardson, Northrim Bank & Ed Joyce, Tritalent Funding Inc
Whether it be a 1031 Exchange deadline or a need for immediate capital, learn about several solutions private real estate loans can bring to your clients. This discussion will explore different scenarios in which private capital can be utilized when time if of the essence or bank financing is out of reach.
- IRAs, 401k Plans, and Truly Self-Directed Investments
David Moore, Equity Advantage
With today's volatile stock market more and more investors are interested in investment diversification beyond Wall Street's offerings. A truly self-directed retirement account empowers investors to safely make investments in anything the law allows. Participants will learn how to establish a self-directed account, how to make investment decisions, how to manage, maintain, and relinquish investments, how to take distributions and end gains, and what CPAs should know through a case study.
- Opportunity Zones and Other 2019 Real Estate Hot Topics
Celeste Ames Duncan, CPA, Perkins & Co
There's a lot of buzz in the real estate industry regarding qualified opportunity zones. During this discussion we will explore a quick overview of the mechanics, approaches to take when advising clients on investing, and a case study highlight of client who formed a QOZ fund. Celeste will also cover potential interest expense limitations pursuant to Section 163J and explore commonly controlled groups for 163J purposes and help to determine if your client's partnership is a tax shelter. Remaining time will focus on 199A and real estate.
If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email firstname.lastname@example.org.