Advanced Topics in Real Estate Trends, Developments and Tax Strategies Training Class

Course ID: 21160

Advanced Topics in Real Estate Trends, Developments and Tax Strategies Training Seminar

Adeptly Advise Your Clients on Important Legal, Financial and Tax-Related Issues and Strategies

Delve into the latest real estate trends, legal issues, investment options and tax deferral strategies with seasoned professionals in the field! You'll walk away from this strategic course with in-depth knowledge on like-kind exchanges, installment and structured sales, cost segregation, the use of real estate in estate planning, and the impact of partnerships, entities, and LLCs in real estate transactions. Build the best possible opportunities for your clients by being in-the-know. Seminar also includes one hour of CLE credit for hard to find ethics requirements. Register today!

Learn how to use advanced §1031 exchanges to defer capital gains tax while gaining in-depth knowledge on hot topics, such as reverse exchanges, the role of entities in exchanges, tenancy-in-common and vacation homes.
Anticipate and overcome the challenges arising when partnerships or LLCs engage in real estate transactions.
Examine the use of real estate as an essential estate planning strategy.
Stay up-to-date on the most recent real estate trends, developments and regulatory changes that will affect your transactions.
Study key considerations in critical tax and financial issues, such as cost segregation, basis and depreciation issues, basic accounting and GAAP reporting rules and regulations.
Explore alternate strategies for clients who are ineligible for §1031 treatment or facing a failed exchange.
Avoid ethical dilemmas by applying the rules of professional conduct, identifying and avoiding conflicts of interest, and ensuring disclosure.


	Agenda
	HOT TOPICS IN LIKE-KIND EXCHANGES 9:00 - 10:00, Ken Shore IRC Definition of §1031 Related Party Exchanges Reverse Exchanges Outside the Safe Harbor Role of Entities in Exchanges Vacation Homes Tenancy-in-Common ESTATE PLANNING IN REAL ESTATE 10:00 - 11:00, Chad W. Forsberg Heirs Inheriting Properties at a Stepped Up Basis (FMV) Reducing Wealth Transfer Tax Converting Non-Income Real Estate into Income Producing Real Estate Rolling Options Deferrals Under §1014 and §1031 Gifts of Replacement Properties RECENT DEVELOPMENTS IN REAL ESTATE 11:15 - 12:00, James R. Browne REAL ESTATE NOTES, INSTALLMENT SALES AND STRUCTURED SALES 1:00 - 2:00, James R. Browne Sale Options IRC Sec 453 - Installment Sales Rules Alternative Tax Options Deferred Exchange and Installment Sale Overlap Legislative Update PARTNERSHIPS, LLCS AND OTHER ENTITIES 2:00 - 2:30, Crawford Moorefield Disregarded Entities Exchange of Partnership Interests Drop and Swap TAX AND FINANCIAL ISSUES 2:45 - 3:30, Brian D. Williamson GAAP Reporting Basis and Depreciation Issues Pre- and Post-Exchange Financing Cost Segregation ETHICAL CONSIDERATIONS 3:30 - 4:30, James R. Browne and Martha Crandall Coleman Applying the Rules of Professional Conduct Identifying and Avoiding Conflicts of Interest Disclosure Issues