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Real Estate Workshop - VIRTUAL

Overview

This hands-on half-day learning event presented by Bedford will provide an overview of the changes related to the Tax Cuts and Jobs Act of 2017 (TCJA) and more recently, by the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

With a heavy emphasis on real-world case studies rather than academic theory, the focus will be  primarily on changes that impact the tax incentives related to cost segregation, EPAct 179D certification, and R&D tax credits.

Additionally, panelists will review changes implemented by the tax extenders. Our experts will also cover the changes, challenges, and discrepancies related to the CARES Act, as well as discuss practical examples of how the rules are to be applied in this unprecedented era of change, uncertainty—and opportunity. Finally, industry panelists will discuss changes and trends in real estate.

Objectives

•Understand the changes brought on by the CARES Act and its impact on provisions of TCJA.
•Learn about the challenges and discrepancies related to tax updates and changes.
•Establish an understanding of the technical application through review of practical examples.
•Understand the impact of tax reform and the strategies available to utilize the new applications.
•Learn the best ways to collaborate with other professionals and how to incorporate the Team Approach into your daily work routine today.

Highlights

  • Trends in Practice Management & Construction
    • Understanding the Life Cycle of Real Estate can provide advisors with additional insight to offer “tax-centric” solutions. It is no longer a “one size fits all” analysis. Proper evaluation of clients’ strategies can result in immediate and continued benefits over the holding period of real estate. It all starts with understanding the operational strategies related to each property.

  • Tax-centric Management of Your Real Estate Assets: From Acquisition to Disposition
    • Tax-centric management relates to an enhanced awareness of planned strategies related to improvements, upgrades, and re-positioning of real estate assets. An integrated team approach related to accelerated depreciation, Partial Asset Disposition, and expense treatment for certain assets will maximize benefits. The Tangible Property Regulations have provided taxpayers with numerous opportunities of offer value and implement annual programs for analysis.
    • The historic and low-income housing credits are critical incentives for real estate development projects.Learn how these incentives are used in projects and how they can close funding gaps in a project’s capital stack.See what a typical organizational structure looks like and how long investors must be involved in the projects. 

  • Real Life Case Studies: Overcoming Myths, Planning Strategies
    • We will discuss how cost segregation impacts the qualified capital gain eligible for OZ Fund reinvestment, how cost segregation can enhance the annual and overall IRR on OZ investments and how the total elimination of depreciation recapture after a ten-year holding period turns the depreciation expense into a permanent rather than a temporary tax savings.

  • Incentives for Architects, Engineers, & Contractors
    • This presentation will cover the basic concepts of the Research and Development Tax Credit and how those in the architectural, engineering, or construction services industry can qualify.

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

REW

4 CPE Credits
Business management: 0.5 Credits Specialized Knowledge and Applications: 0.6 Credits Tax: 2.9 Credits

Registration

Member Price:
$199 $224
Non-member Price:
$249 $274
    Register by May 27th for Early Bird Pricing.

    Registration is open through 06/09.

    Thursday, June 10th

    8:30am to 12:00pm
    (Check-In 8:00am)

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