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Overview
Tax Updates, Drafting Strategies, and More
Real estate investment is being reshaped by changing interest rates, volatile markets, new tax laws, and an accelerating push toward resilience and technology. Don't risk giving your clients outdated guidance! This full-day CLE delivers a comprehensive update for attorneys who advise investors, developers, and lenders navigating the next wave of real estate challenges in 2026. Get an up-to-the-minute perspective on investment strategy, compliance, and contract drafting - register today!
- Track macroeconomic and regulatory trends affecting real estate investment.
- Unpack the newest tax changes and opportunities under the One Big Beautiful Bill Act (OBBBA).
- Apply new community development incentives to your client's benefit.
- Adapt your contract drafting and negotiation approaches to new risks and changing economic conditions.
- Get tips for advising clients on distressed-property acquisitions, redevelopment, and adaptive-reuse opportunities.
Abbreviated Agenda
- Macro Trends Impacting Real Estate Investment and Financing
- The New FinCEN Residential Real Estate Rule
- Tax Reform Under OBBBA: Key Provisions Affecting Investors
- Airbnb, Vrbo, and Other Short-Term Rentals: Zoning and Other Current Challenges
- Real Estate Investment Contracts: Negotiation and Drafting Tips for 2026
- Low-Income Housing, Opportunity Zone, and Other Community Development Tax Updates
- Distressed Deals and Redevelopment
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alaska CLE |
|
6 Total |
| Alabama CLE |
|
6 Total |
| Arkansas CLE |
|
6 Total |
| Arizona CLE |
|
6 Total |
| California CLE |
|
6 Total |
| Colorado CLE |
|
7 Total |
| Connecticut CLE |
|
6 Total |
| Delaware CLE |
|
6 Total |
| Florida CLE |
|
7 Total |
| Georgia CLE |
|
6 Total |
| Hawaii CLE |
|
6 Total |
| Iowa CLE |
|
6 Total |
| Idaho CLE |
|
6 Total |
| Illinois CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Kansas CLE |
|
7 Total |
| Kentucky CLE |
|
6 Total |
| Maine CLE |
|
6 Total |
| Minnesota CLE |
|
6 Total |
| Missouri CLE |
|
7.2 Total |
| Northern Mariana Islands CLE |
|
6 Total |
| Mississippi CLE |
|
6 Total |
| Montana CLE |
|
6 Total |
| North Carolina CLE |
|
6 Total |
| North Dakota CLE |
|
6 Total |
| Nebraska CLE |
|
6 Total |
| New Hampshire CLE |
|
6 Total |
| New Jersey CLE |
|
7.2 Total |
| New Mexico CLE |
|
6 Total |
| Nevada CLE |
|
6 Total |
| New York CLE |
|
7 Total |
| Ohio CLE |
|
6 Total |
| Oklahoma CLE |
|
7 Total |
| Oregon CLE |
|
6 Total |
| Pennsylvania CLE |
|
6 Total |
| Rhode Island CLE |
|
7 Total |
| South Carolina CLE |
|
6 Total |
| Tennessee CLE |
|
6 Total |
| Texas CLE |
|
6 Total |
| Utah CLE |
|
6 Total |
| Virginia CLE |
|
6 Total |
| Vermont CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Wisconsin CLE |
|
7 Total |
| West Virginia CLE |
|
7.2 Total |
| Wyoming CLE |
|
6 Total |
| Arizona CPE for Accountants |
|
7 Total |
| New York CPE for Accountants |
|
7 Total |
| Washington CPE for Accountants |
|
7 Total |
| Wisconsin CPE for Accountants |
|
7.2 Total |
| CPE for Accountants/NASBA |
|
7 Total |
Select Jurisdiction
CLE
Other
Agenda
-
Macro Trends Impacting Real Estate Investment and Financing
- Interest Rates
- Economic Conditions and Shifting Market Demands
- Climate Risks and Resilience Planning
- Artificial Intelligence
-
The New FinCEN Residential Real Estate Rule
-
Tax Reform Under OBBBA: Key Provisions Affecting Investors
- Permanence of Certain TCJA-Era Provisions
- Treatment of Depreciation, Bonus Depreciation, Cost Recovery Rules
- Higher Section 179 Expensing Limits
- SALT Cap Increase
- End of Green Energy Credits
- Effects on Real Estate Businesses and the QBI Deduction
-
Airbnb, Vrbo, and Other Short-Term Rentals: Zoning and Other Current Challenges
-
Real Estate Investment Contracts: Negotiation and Drafting Tips for 2026
- Purchase and Sale Agreements
- Leases
- Joint Venture and Partnership Agreements
- Operating Agreements
- Financing and Loan Documents
-
Low-Income Housing, Opportunity Zone, and Other Community Development Tax Updates
- Low-Income Housing Tax Credit (LIHTC) Enhancements
- New Markets Tax Credit (NMTC) Program
- Opportunity Zone (QOZ) Changes
-
Distressed Deals and Redevelopment
- Acquisition of Distressed or Defaulted Properties
- To-Residential Conversions
- Mixed-Use Redevelopment
Who Should Attend
This program is designed for attorneys. Accountants, tax professionals, real estate professionals, real estate investors, lenders, and paralegals may also benefit.
Speakers
Speaker bio
Richard J. Fox
is an attorney with the Law Office of Richard J. Fox PLLC, where his practice focuses on commercial and residential real estate. As legal counsel, he represents buyers, sellers, and lenders in residential and commercial real estate transactions, including title searches and closing. As a title insurance agent, Mr. Fox reviews title opinions and issues title insurance policies. He is admitted to practice in Vermont and Massachusetts, and before the U.S. District Court for the District of Massachusetts. Mr. Fox is a member of the Vermont, Massachusetts, and Chittenden County bar associations; and is an agent for Vermont Attorneys Title Corporation. He earned his B.A. degree from Rutgers College and his J.D. degree from The George Washington University Law School.
Speaker bio
Joseph C. Mandarino
is a Shareholder with Polsinelli in the firm's Atlanta office. His practice focuses primarily on tax and financial planning. Mr. Mandarino writes and speaks extensively on a wide range of business, tax and finance topics. He has published over 100 articles in journals and in-house newsletters, and has participated in over 200 presentations and seminars. Mr. Mandarino's articles have appeared in the National Law Journal, Mergers & Acquisitions magazine, Tax Notes Today, Journal of Real Estate Taxation, Journal of S Corporation Taxation, Journal of Multistate Taxation, Tax & Finance Newsletter and NYU Institute on Federal Taxation. In addition, he has spoken at meetings and seminars organized by numerous organizations, including the American Bar Association, White House Conference on Small Businesses, U.S. Small Business Administration, Georgia Electronic Commerce Association, Federation of Exchange Accommodators, International Reinsurance Conference, Service Corps of Retired Executives and the United Way, as well as several panel-type TV discussion programs. Mr. Mandarino earned his B.A. degree from the University of Toronto, his J.D. degree, cum laude, from Loyola University School of Law and his LL.M. degree from New York University School of Law.
Speaker bio
Michael S. Greene
is the principal partner of Development Law Group. He concentrates his practice in the areas of real estate development and finance, real estate acquisition, sale and leasing, construction law, construction contracting and claims resolution, indoor environmental and disaster preparation and recovery, ADA and Accessibility Code, Fair Housing Act hospitality law, land use and zoning law, healthcare facilities (including nursing homes and senior living projects), trademark and copyrights for owners, design professionals and manufacturers, and alcoholic beverage licensing. Mr. Greene represents developers, institutional and entrepreneurial building owners, purchasers, sellers, landlords and tenants, contractors, mold assessors and remediators. He earned his Bachelor of Building Construction degree from University of Florida and his J.D. degree from University of Florida Frederic G. Levin College of Law. Mr. Greene was an advisory board member for the University of Florida's Bergstrom Center for Real Estate Studies 2008 -2023. He is admitted to practice in Florida.
Speaker bio
Melissa G.R. Goldstein
is a partner with Schulte Roth & Zabel LLP where she advises on anti-money laundering and sanctions regulatory compliance matters. She advises banks, broker-dealers, investment advisers, funds, insurance companies and money services businesses, including those involved in global e-commerce and virtual currency, on the anti-money laundering and sanctions regulations, rules and related issues governing their investment and business activities. Ms. Goldstein has particular experience with issues arising out of the Bank Secrecy Act, as amended by the USA PATRIOT Act, the AML Act of 2020 and the Corporate Transparency Act. Before joining Schulte, she was an attorney-advisor with the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN). At FinCEN, where she assisted in the development of anti-money laundering regulations and guidance and served as counsel on enforcement actions involving issues such as failure to implement and maintain an adequate anti-money laundering compliance program, failure to register as a money services business and failure to maintain confidentiality of suspicious activity reports. Ms. Goldstein earned her B.S. degree, with honors, from Cornell University and her J.D. degree, associate editor, Fordham International Law Journal from Fordham University School of Law. She is admitted to practice in New Jersey, New York, District of Columbia and the U.S. District Court, District of New Jersey.
Speaker bio
Stephen M. Kessler
is general counsel at Fernmoor Homes. He brings to the firm his broad experience in commercial real estate law, title expertise and business transactions to manage and resolve issues for his clients in an efficient and time sensitive manner. With a diverse background in all areas of real estate law, Mr. Kessler represented large and small companies, government agencies and institutions in financing, development and acquisitions, Low-Income Tax Credit transactions, leasing, and zoning and land use. He is a member of the Delaware State, Pennsylvania and New Jersey State bar associations. Mr. Kessler is an adjunct professor at Widener Law School and has spoken on the topic "Landlord Tenant Law - How to Prosper in the New Market." He earned his B.A. degree, high honors in history, from Muhlenberg College and his J.D. degree from Rutgers Law School. During his time at Rutgers Law School, Mr. Kessler was also the research editor of the Rutgers Law Journal.
TOP FAQs
How many Utah CLE credits can I carry over?
Effective July 1, 2026, Utah attorneys can carry over up to 6 hours of excess Verified CLE credits from their current compliance period to their immediate next compliance period. Ethics or professionalism credits may not be carried forward.
In addition, attorneys licensed in another MCLE state whose principal office for the practice of law is not in Utah, may fulfill that state's mandatory CLE requirement, as well as completing 1 hour each of Utah-approved ethics and professionalism credits, for their compliance in Utah.
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