Taxation on Real Estate Conference (VIRTUAL)
Online
8.00 Credits
Member Price $405.00
Price will increase by $30 after 5/27
Non-Member Price $505.00
Price will increase by $30 after 5/27
Overview
*IMPORTANT: This is a virtual conference that we are offering in partnership with the Illinois CPA Society.
The Taxation on Real Estate Conference delivers a comprehensive, forward-looking examination of the tax, legal, and strategic issues shaping real estate investment and ownership in today’s rapidly evolving environment. Gain critical insight into how recent and proposed changes in tax law, regulatory guidance, and political dynamics impact real estate transactions, structures, and long-term planning.
Group discounts are available for this conference as follows:
- 10+ Registrants - Discount: 5%
- 20+ Registrants - Discount: 10%
Please email Kendalynn Morales at kendalynnm@ctcpas.org for more information.
Please note that the Class Pass does not apply to this program.
Designed For
This conference is a valuable tool for CPAs, accountants, tax professionals, and advisors specializing in real estate, partnerships, and transactional planning, as well as real estate attorneys and in-house tax and finance professionals at real estate companies.
Notice
By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
Wednesday, June 17
General Session
- Welcome Remarks
Speaker: Geoffrey Brown, CAE, President and CEO | Illinois CPA Society
This session is available to registrants only.
General Session
- What's New in Real Estate Taxation
Hear an overview of recent tax law changes impacting real estate. Discuss recent court cases and controversy surrounding real estate. Explore general planning strategies for real estate taxation in the current environment.
Speakers:
Lyle Prempas, CPA, Manager | Lauterbach & Amen
Zeinat Zughayer, JD, Senior Manager, Tax Advocacy and Controversy | Baker Tilly
This session is available to registrants only.
General Session
- A Federal Tax Legislative Update
Examine the current legislative state of play in Washington, D.C., as well as the outlook for U.S. tax policy heading into the 2026 midterm elections and beyond. Delve into how different political outcomes and budget pressures could shape fiscal policy going forward, including provisions enacted as part of the One Big Beautiful Bill Act.
Speaker: Alex Brosseau, CPA, MST, Senior Manager, Tax Policy Group | Deloitte Tax LLP
This session is available to registrants only.
General Session
- The Latest on Opportunity Zones
Take a deep dive into Opportunity Zones, including a brief refresher and an analysis of the changes from the OBBBA. Explore example issues, hear relevant takeaways, and address potential outstanding questions.
Speaker: John Hoffman, CPA, CCSP, Founder and President | Bracket Partners LLC
This session is available to registrants only.
General Session
- Lunch Break
This session is available to registrants only.
General Session
- Tax Deferral and the Delaware Statutory Trust
The use of a Delaware Statutory Trust (DST) in a like-kind exchange has become more common since the issuance of Revenue Ruling 2004-86. However, the tax issues go beyond the guidance in the Revenue Ruling. They become especially complex when there is acquisition financing and when the sponsor uses bridge financing to acquire the property. Discuss both the requirements of Revenue Ruling 2004-86 and the collateral tax issues to be considered in the DST structure. Examine how a self-created DST can be used to address "drop and swap" situations.
Speaker: Edward J. Hannon, JD, CPA, LLM, Shareholder, Tax Vice Chair | Polsinelli
This session is available to registrants only.
General Session
- Partnership Taxation With a Real Estate Twist
Session description coming soon!
Speaker: Matthew Larvick, JD, CPA, Shareholder and Chair, Tax and Estate Planning Group | Vedder Price
This session is available to registrants only.
General Session
- AI and Machine Learning in Real Estate
Receive an overview of the current state of artificial intelligence (AI) and machine learning. Walk through the application of both in real estate use cases, sample demonstrations, best practices and considerations, and exploration of industry-specific challenges.
Speaker: Marius Andreasen, CFA, MAI, ASA, Principal | PwC
This session is available to registrants only.
General Session
- International Tax
Session description coming soon!
Speaker: TBD
This session is available to registrants only.
Non-Member Price $505.00
Member Price $405.00