|Full time Accounting Educator:||None|
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 firstname.lastname@example.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.
- 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 email@example.com.