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Real Estate Tax Planning A-Z

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California MCLE Paralegal Approved 6 Total
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Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
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Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
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West Virginia CLE Approved 7.2 Total
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New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
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Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Live Online
6 hours
Joseph Mandarino
Kristina Ogland
Mark Kimball
Alexander Lee
Samuel Brady
Saul Abrams
With Joseph C. Mandarino from Polsinelli + 5 others
Product ID 102054

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Course Includes
$449

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Overview

Tax Strategies, New Laws, 1031 Exchanges, and More

In a world of shifting legislative priorities, understanding the nuances of the tax code is essential for effective advocacy and deal structuring. Explore the foundational principles of basis and depreciation, the complexities of "choice of entity" (LLCs vs. S-Corps), and the mechanics of high-value strategies like Section 1031 exchanges and Qualified Opportunity Zones. The course concludes with an analysis of recent tax law updates and the ethical considerations inherent in aggressive tax positioning. Register today!

  • Avoid "trapped" basis by choosing the right entity early.
  • Convert tax liability into reinvestment capital through cost segregation.
  • Structure exits that defer federal tax liability.
  • Manage cross-border transactions without triggering FIRPTA withholding.

Abbreviated Agenda

  1. Tax Foundations and Choice of Entity
  2. What You Need to Know About the TCJA and OBBBA
  3. Operational Tax Strategies
  4. Planning and Executing Like-Kind Exchanges
  5. Top 10 Rookie Real Estate Tax Mistakes to Avoid
  6. Specialized Topics and Foreign Investments
  7. Other Dispositions
  8. Legal Ethics Considerations

Related Topics

Product ID 102054

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
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CLE
Paralegal
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Agenda

All times are shown in

  1. Tax Foundations and Choice of Entity

    1. Critical Tax Objectives in Real Estate
    2. Entity Selection: Comparing Tiered Partnerships, LLCs, S-Corps, and REITs
    3. Debt and Basis: "At-Risk" Rules and the Impact of Recourse vs. Non-Recourse Debt

  2. What You Need to Know About the TCJA and OBBBA

  3. Operational Tax Strategies

    1. Cost Segregation and Bonus Depreciation
    2. Passive Activity Loss (PAL) Rules: Navigating the 469 Limitations
    3. The Real Estate Professional Status (REPS) Qualifications and Common Pitfalls
    4. Section 199A: Optimizing the 20% Passthrough Deduction for Rental Activities

  4. Planning and Executing Like-Kind Exchanges

  5. Top 10 Rookie Real Estate Tax Mistakes to Avoid

  6. Specialized Topics and Foreign Investments

    1. FIRPTA Compliance: Tax Withholding Obligations for Foreign Sellers
    2. Workouts and Foreclosures: Cancellation of Debt Income (CODI) and Its Exclusions
    3. Involuntary Conversions: Section 1033 Strategies

  7. Other Dispositions

    1. Installment Sales: Deferring Gain Under Section 453
    2. Opportunity Zones: Long-Term Capital Gain Exclusion and Basis Step-Ups

  8. Legal Ethics Considerations

    1. Competence and the Evolving Tax Code
    2. Conflicts of Interest in Multi-Party Structuring
    3. Silence vs. Disclosure: Handling Client Errors
    4. The Withdrawal Mandate
    5. Managing Client Expectations

Who Should Attend

This program is designed for attorneys. Accountants, tax-planning specialists, real estate investors, and paralegals may also benefit.

Speakers

Joseph C Mandarino
Joseph C.
Mandarino
Polsinelli
Kristina Ogland
Kristina
Ogland
Estreen & Ogland
Mark D Kimball
Mark D.
Kimball
MDK Law
Alexander D Lee
Alexander D.
Lee
Ascendant LLP
Samuel J Brady
Samuel J.
Brady
Falcon Rappaport & Berkman LLP
Saul B Abrams
Saul B.
Abrams
Fedder and Garten
Speaker bio
Joseph C Mandarino

Joseph C. Mandarino

Polsinelli
Joseph 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.

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Speaker bio
Kristina Ogland

Kristina Ogland

Estreen & Ogland
Kristina Ogland

is a partner at Estreen & Ogland in Hudson, Wisconsin. She has extensive experience in a broad range of real estate transactions involving sales, leasing, development, taxation and litigation. For over 40 years, Ms. Ogland has represented clients with sound guidance and empathetic support. Her range of experience includes representing both individuals and entities seeking tax deferral under section 1031 of the IRS Code, business formations and dissolutions, litigating cases involving boundary disputes, adverse possession, and the interpretation of contractual clauses related to title and ownership interests. Ms. Ogland earned her undergraduate degree from Iowa State University and her J.D. degree from William Mitchell College of Law.

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Speaker bio
Mark D Kimball

Mark D. Kimball

MDK Law
Mark Kimball

is the founding shareholder of MDK Law, a firm emphasizing corporate, commercial and property law, and consulting in matters involving federal and international taxation. He is admitted to practice in Washington, New York, Texas and Oregon. Mr. Kimball is an adjunct professor of law at Eotvos Lorand and Masaryk Universities in Europe, and has served as a law school guest lecturer at Seattle University School of Law. He is also engaged as an expert witness in superior court cases involving limited liability companies, governance, and other member issues. Mr. Kimball has been admitted to the Second Circuit Bar (New York, Connecticut and Vermont), Fifth Circuit Bar (Texas and Louisiana), and the Oregon State Bar. He earned his J.D. degree and LL.M. (taxation) degree from the University of Washington School of Law, and also holds an LL.M. degree in transnational commercial practice from Europe. 

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Speaker bio
Alexander D Lee

Alexander D. Lee

Ascendant LLP
Alexander Lee

is a managing partner at Ascendant LLP. He has more than 15 years of experience focusing on tax, business transactions, mergers and acquisitions, trust and estates, and Web3.0 decentralized structures. Mr. Lee assists domestic and foreign privately held companies, global investors, and other business entities with U.S. investments and financing structures. He also advises multi-national families on issues related to domestic and international income, estate, gift, inheritance, and tax planning, as well as wealth preservation structures. Mr. Lee has extensive experience advising on issues relating to tax deferral strategies, tax treaties, pre-immigration planning, U.S., expatriation planning, tax planning for foreign companies doing business in the U.S., and both domestic and non-resident alien estate planning. He earned his B.A. degree from Rutgers University and his J.D. degree from Emory University School of Law. Mr. Lee has once again been selected by his peers for inclusion in the 2025 Edition of The Best Lawyers in America for his work in tax law. He has been recognized every year since 2018. Mr. Lee is admitted to practice law in California, New Jersey, New York, Washington, and before the U.S. Tax Court and U.S. District Court, District of New Jersey.

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Speaker bio
Samuel J Brady

Samuel J. Brady

Falcon Rappaport & Berkman LLP
Samuel Brady

is an associate with Falcon Rappaport & Berkman LLP's taxation group. He focuses his practice on taxation as it relates to real estate, Section 1031 and 1033 exchanges, quality opportunity zone investments, qualified real estate professional issues, and corporate and partnership reorganizations. Mr. Brady's tax controversy practice includes representing clients before the Internal Revenue Service, New York State Department of Taxation and Finance, New York City Department of Finance, and North Carolina Department of Revenue. While in law school, he participated in the Charlotte Center for Legal Advocacy Low-Income Taxpayer Clinic, where he assisted in the representation of clients before the North Carolina Department of Revenue and the IRS. Mr. Brady was also the symposium editor of the Wake Forest University School of Law Journal of Law & Policy.

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Speaker bio
Saul B Abrams

Saul B. Abrams

Fedder and Garten
Saul Abrams

is of counsel at Fedder and Garten. He advises clients on taxation, business planning, choice of entity, and estate planning. Mr. Abrams is particularly familiar with the overlapping tax, business, and estate planning issues, which overlap and interact concerning closely held family businesses. He also has extensive experience with cross-border tax matters, with current and prior experience advising Canadians and other foreign nationals about the most efficient and beneficial approach to US tax matters. Mr. Abrams has previously practiced with nationally and internationally recognized firms and clerked for Judge Mark V. Holmes of the United States Tax Court. He is admitted to practice law in Maryland.

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