Real Estate Conference

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Jun 12, 2019

Registration: 7:15 AM / Program: 8:00 AM - 4:30 PM

Fees

Member Fee: $325.00
Nonmember Fee: $400.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -162.00

The above fees may not be reflective of the total event price. See below.

Description

Learn about the recent developments and important issues in real estate with a focus on taxation!

CLE (OR): Pending Approval

Can't attend in person? Attend via live webcast!


Conference developed by the OSCPA Real Estate Project Committee. We appreciate the following business for exhibiting at the 2019 Real Estate Conference:

Designed For

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.

Objectives

To provide an overview of recent developments and important issues in real estate with a focus on taxation.

Major Subjects

  • 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.

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.


Leaders

Celeste Ames Duncan

Celeste has enjoyed the public accounting industry for over 20 years. Her practice focuses on advising clients in the real estate niche, including transaction services, capital gain planning, entity structuring, business succession planning and handling the high net worth individuals who own the businesses. The common theme among her clients is that the businesses are owned through family-owned, closely-held entities, which provides unique opportunities for each client group.

Doug Blackwell

With over two decades in 1031 Exchange facilitation, public financial education, real estate and financial planning Doug brings true passion, experience and vast knowledge to IPX1031. As Vice President, Oregon & SW Washington, he delivers an impactful and thorough message of “get the facts, before you pay the tax” in an easily understandable manner to investors, real estate professionals, CPAs, attorneys and financial planners. Doug prides himself as a problem solver, and has helped countless numbers of investors “keep more of what they made” having been involved in greater than 15,000 exchanges ranging from simple single family houses to complicated commercial and personal property exchanges. He has also been a real estate radio talk show personality, and has owned and operated several businesses and franchises. Doug is a US Navy veteran, has been married to his wife Lynda for over twenty seven years and is dedicated to his family, company and clients he serves.

Edward Joyce

Ed has over 15 year of transactional related experience in the private real estate lending field. He has provided capital for nearly every type of commercial real estate in nearly every state on the West Coast. Originally from Los Angeles, CA, Ed received his B.S. in Accounting from Gonzaga University in Spokane, WA. He is a licensed broker through the CA Department of Real Estate and holds an NMLS and Oregon MLO license as well. He currently lives in Lake Oswego, OR with his wife and 3 children.

Michael Mangan

Michael represents commercial and industrial businesses and property owners in all aspects of real estate litigation. Michael has experience handling state and local property tax disputes, condemnation cases, valuation related disputes, lease and ownership disputes, and partition and waste claims. He has trial experience in Oregon's Circuit Courts and Oregon's Tax Court. Michael was a commercial appraiser and valuation expert before he was a lawyer. For nearly a decade he specialized in complex business and real estate consultation and valuation projects. He uses his expertise as a former appraiser to help his business and real estate clients obtain excellent results in their valuation disputes. Prior to starting his own practice, Michael was an associate with Tonkon Torp, where he focused on property tax appeals, eminent domain, and general real estate litigation. A native of the White Mountains of New Hampshire, Michael revels in Oregon’s outdoor recreational opportunities. He has run Hood to Coast 10 times, enjoys camping, mountain biking, playing soccer, and CrossFit. Michael loves playing Legos and wrestling with his son. He is also an avid reader whose favorite book is Mrs. Dalloway by Virginia Woolf. Michael is a member of American Mensa and has been a season pass holder at Mount Hood Meadows for almost 20 years.

David Moore

David Moore is chief executive officer of Equity Advantage, Incorporated, a nationally recognized leader in 1031 Exchange facilitation. David founded Equity Advantage with his brother Tom in 1991 after a successful career in real estate investment. Since then, Equity Advantage has developed an outstanding reputation for partnering with their investment clients to develop unique strategies for the 1031 Exchange, reducing their clients’ tax risks and increasing the value of their property portfolios. David is a recognized 1031 Exchange expert, and is regularly invited to share his knowledge with realtors, investors, attorneys and property owners through seminars and classes. He is a power sponsor of the Certified Commercial Investment Members (CCIM) and is a former board member of the Federation of Exchange Accommodators (FEA). David played an instrumental role in the FEA’s expansion throughout the Pacific Northwest and served as chairman of the FEA Ethics Committee. He is active in Rotary Club and serves on the boards of several charity organizations.

Gian Pazzia

Gian co-manages KBKG’s Cost Segregation group. He is also a subject matter expert for 263(a) Repairs vs. Capitalization services. Gian is a recognized leader in the cost segregation field serving as a former President (2013-2015 term) of the American Society of Cost Segregation Professionals and has held a seat on their Board of Directors for a decade. Additionally, he was chair of their Technical Standards committee from 2009-2013. Gian has been published in various journals such as Accounting Today, BNA Bloomberg and the CPA Practice Advisor.

Thomas Potiowsky

Tom is Senior Advisor and former Director of the Northwest Economic Research Center. He received a Ph.D. in Economics from the University of Colorado in 1981. Tom has been active in publishing and presenting at academic conferences and has consulted with numerous companies and government agencies and presented to many local organizations. Dr. Potiowsky is a member of the American Economic Association and has served on the Boards of the Federal Home Loan Banks of Seattle and Des Moines and prseently on the Board of the Oregon Council on Economic Education. Tom is a receipient of the Governance Fellow Certificate from the National Association of Corporate Directors.

James Richards

James Richards is originally from Arizona and began his career in bank in Durham, North Carolina. He moved to Portland in 2002 with Bank of America. His career started in Asset Based Lending in 2005 where he started out working with a small factoring company. Since then, James has worked with small organizations all the way to medium and large sized companies financing both AR and Inventory. During his career he has helped a range of companies from those starting out brand new, some growing multiple times in size, and even saving some from bankruptcy or worse, complete liquidation. In 2017 he received the President's Award for overall performance at Northrim Bank. James has traveled around the Northwest living in Portland, Bend, and now Spokane. His office resides in Bellevue, WA and he actively covers Oregon, Washington, Idaho, and Montana. When not working you can find James hiking, biking, and running in the northern Rockies.