Real Estate Conference - Webcast

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Jun 10, 2020

Registration: 7:15 AM / Program: 8:00 AM - 4:35 PM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

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

CLE (OR): 7 hours

Businesses registering 6 or more receive a discount. Check out the group Livestream pricing here! To ensure the health and safety of attendees and to follow the local and federal guidelines during the Coronavirus pandemic, group registration process is below:

  • Email us at profdev@orcpa.org to provide your participant list (names & emails)
  • Webcast confirmation emails will be sent direct to each participant
  • OSCPA will provide the group contact with an invoice


Conference developed by the OSCPA Real Estate Project Committee.

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

  • Rental Property Hot Topics: Section 199A and Qualified Improvement Property
    Greg L. White, CPA, State of the Art LLC
    This session will cover the new IRS rental property safe harbor, which will include definition of the "property factor" and treatment under current law of whether a rental rises to the level of a business (including triple net leases).
  • What's In & What's Out for 1031 Exchanges
    Toija J. Beutler, Attorney, Beutler Exchange Group LLC
    This presentation is an advanced look at 1031. The session will include the most recent cases and rulings as well as current 1031 trends. Specific topics include: Reverse and improvement exchanges, related parties and audit targets, as well as partnership issues.
  • Economic Update
    Session details coming soon!
  • Qualified Opportunity Zones – Fund Creation and Operation
    Jonathan R. McGuire, CPA, Aldrich CPAs + Advisors LLP
    This session will provide an understanding of pain points and pitfalls in complying with fund setup. In addition, understanding requirements in fund and qualified investment operation is necessary with the ongoing increase of compliance standards. Lastly, we will review legislative updates on QOZ's both nationwide and in Oregon.
  • If You Can't Take it With You: Estate Planning and Probate Challenges with Real-Estate Investments
    Jay Richardson, CPA, CMA, CFM, CGMA, JD & Deanna L. Franco, Cosgrave Vergeer Kester LLP
    Real estate continues to be a valuable part of our client's wealth. The prevalence of real estate to our clients requires that we understand the key issues with how it is passed-on to the next generation. This presentation will cover key issues that CPAs should know.
  • Property Taxes and the Appeal Process
    Steve Anderson, CRB, Registered Appraiser, First Class Properties
    This session will look at how the county assigns values to properties. During this session you will learn about information sources that are available to the taxpayer but that many do not know about. Steve will show participants what compression is and how to calculate it. What information is the most important in a property tax appeal will also be discussed.
  • Economic Opportunities in Regional Planning
    Elissa Gertler & Christine Lewis, Metro
    Metro Councilor Christine Lewis and Planning and Development Director Elissa Gertler will discuss regional planning, economic potential and investment opportunities as they relate to transportation infrastructure, affordable housing development, the Urban Growth Boundary process, and more.

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.