Real Estate Conference - Webcast

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Jun 10, 2020

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

Fees

Member Fee: $325.00
Nonmember Fee: $400.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -162.00

Description

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

CLE (OR): Pending Approval

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.

Leaders

Steve Anderson

Steve is a Realtor who has helped hundreds of clients with their real estate needs be they residential, commercial, etc. He is considered a trusted resource by his fellow brokers. He is well known in the real estate community and is often called upon to educate his fellow Realtors on several issues.

Steve Anderson, CRB, Property Appraiser, has 28 years of local market experience. Steve has been appointed to several boards including the property tax appeals board in Clackamas County where, for the past 4 years, Steve has been involved in over 2,000 decisions. His company has helped thousands of taxpayers in Oregon and Washington save millions of dollars.

Toija Beutler

Toija Beutler graduated from the University of Oregon and Lewis & Clark Law School. She has been a member of the Oregon State Bar since 1982. As the owner of Beutler Exchange Group, LLC, she has over 25 years of experience structuring and documenting real and personal property exchanges. She has overseen more than 19,000 exchanges, ranging in size from $6k - $300m. In addition to her 1031 work she facilitated land development projects and served as general counsel for a title company. Toija speaks frequently on various aspects of 1031 exchanges for investor, legal, tax and realtor groups. She is on the Board of the Federation of Exchange Accommodators.

Deanna Franco

Deanna is an experienced attorney providing advice and counsel to clients in the areas of: estate and tax planning, probate and trust administration (including tax compliance), guardianship and conservatorship matters, entity formation, governance and general business planning, as well as associated commercial and residential real estate transactions. Her clients range from individuals with modest to high-net worth estates, corporations to family-owned businesses, as well as fiduciaries and beneficiaries.

Creative problem solving is one of the most rewarding parts of Deanna’s practice. She collaborates with clients and their advisors to implement solutions tailored to address their specific unique goals and needs. Deanna enjoys getting to know her clients and takes immense pride in being able to assist them through the various stages of their personal and/or business lives. Deanna’s compassionate and detailed approach to the practice of law brings her clients piece of mind in what may be emotional and stressful events.

Having worked at the Marion County District Attorney’s Office and in a general practice firm prior to joining Cosgrave Vergeer Kester LLP, Deanna has a broad ranging background in a number of practice areas in addition to her current practice, including family law and general litigation.

Elissa Gertler

The common thread that unites Elissa’s diverse professional background is her emphasis on bringing disparate points of view together to identify and achieve complex and shared goals.

As Planning and Development Director for Metro, the Portland metropolitan area’s regional government, Elissa oversees a wide range of land use and transportation activities, including growth management, regional transportation planning and policy, transit-oriented development, and economic investment projects, and works with 23 cities and 3 counties to help them accomplish their community development goals. Before joining Metro, Elissa was the Director of Public and Government Affairs for Clackamas County, Oregon where she helped the county secure state funding for a major highway project and federal funds for a public broadband network, a countywide energy efficiency program, workforce development, public safety and many other key county priorities.. For nearly a decade prior to that, Elissa worked at Portland Development Commission in the areas of community and economic development, and public and government affairs.

In addition to her public sector experience, Elissa’s work for various community and business organizations has shaped her deep commitment to ensuring that diverse stakeholders are effectively engaged and that multiple perspectives are reflected in government decisions about important issues that affect them.

When not working, Elissa enjoys escaping the city and exploring Oregon’s beautiful small towns, mountains, rivers, deserts, and coastline.

Christine Lewis

Christine was sworn into office to represent the communities of District 2 on Metro Council in January 2019. She serves on MPAC, MERC, the Willamette Falls Locks Commission, the Willamette Falls Partners Group, the Oregon Zoo Foundation Board and the Community Placemaking Advisory Committee. Christine has a decade of experience in state and local government policy and advocacy roles. Immediately prior to her time on Council, she served as the Legislative Director at the Oregon Bureau of Labor and Industries. In 2016 she managed the historic housing bond campaign in the City of Portland.

Christine’s community involvement includes service as member of the Board of Trustees at Reed College, her alma mater. She is currently on the boards of the Willamette Falls Trust and the Willamette Falls and Landings Heritage Area Coalition. Her previous board service includes environmental organizations, groups working to advance women in leadership, and several local government advisory committees. She gives back by volunteering with Minds Matter of Portland, the Junior League of Portland, and the Portland Opera, among other organizations.

Balancing a busy schedule serving the community, Christine partners with organizations growing their capacity to make an impact in their sector. She served as a 2019 Teaching Fellow with the University of Pennsylvania’s Center for Social Impact Studies.

She and her husband Mike live in the Willamette neighborhood of West Linn.

Jonathan McGuire

Jonathan McGuire has over eight years of experience providing strategic tax planning and compliance expertise to private middle-market clients. He has a deep focus as a real estate accountant, working with investors, developers, property managers, and other professional service providers in real estate. He works with a wide range of property types ranging from single and multi-family residential to commercial properties. Jonathan specializes in repair regulations and the effects they have on those who own real estate. He also helps clients defer capital gains taxes using qualified opportunity zones and qualified opportunity funds.

Jonathan graduated with a master’s in taxation from the University of Denver. He has a bachelor’s degree in accounting and business management from Corban University in Salem, Oregon. Jonathan is also an adjunct professor Corban University’s business school.

Mark McMullen

Mark McMullen serves as the State Economist and director of the Oregon Office of Economic Analysis. The office provides objective forecasts of the state's economy, tax revenue and population to advance the goals of the Governor, Legislature, state agencies, and the public. Prior to joining OEA in the fall of 2010, Mark served as Director of Consulting at Moody's Analytics, and was a researcher with the Congressional Budget Office. Mark was an undergraduate at Pomona College and did his graduate work at the University of Pennsylvania.

Jay Richardson

Jay focuses his law practice in the areas of business and transactions, taxation, estate planning, employee benefit plan consulting, and real estate. He has advised small and medium-sized business owners for more than 28 years and they include service, technology, and manufacturing companies. Jay is a Certified Public Accountant, Certified Management Accountant, and is certified in Financial Management by the Institute of Management Accountants. He is also a member of the AICPA and holds a Certified Global Management Accountant designation from the AICPA. He is also past Chair of the OSCPA Board of Directors. Due to his extensive accounting background, Jay is able to bring economic and financial perspectives to real world legal problems.

Gregory White

Greg White, CPA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his tenth year as an Adjunct Professor at the Golden Gate University’s Seattle Campus where he teaches Capital Assets, Tax Accounting, and Individual Taxation. Greg is licensed to practice in and has argued cases before the US Tax Court. He has been named “Top 50” IRS Practitioner by CPA Magazine.

Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including sports on KOMO TV, King TV, and Northwest Cable News. He is frequently in contact with Treasury, IRS, and other top government officials in Washington, D.C. as to late breaking guidance from the government and has been involved in making recommendations to them to help practically shape federal tax legislation and administrative guidance.