Tax

4.47

Real Estate Tax Planning Updates and Strategies

Credits Available
Credit Status Total
Colorado CLE Approved 4 Total
Idaho CLE Upon Request 3 Total
Kansas CLE Upon Request 3.5 Total
Kentucky CLE Upon Request 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Rhode Island CLE Upon Request 3.5 Total
Washington CLE Approved 3 Total
OnDemand
2 hours 58 minutes
John Sikora
Joseph Mandarino
With John A. Sikora from von Briesen & Roper, s.c. + 1 other
Recorded December 08, 2023
Product ID 97750

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Overview

Tax Strategies for Real Estate Investments and Transactions

Tax-saving opportunities abound for real estate investors and owners. Yet many are overlooked or underutilized. In this beyond-the-basics 2023-2024 planning guide, experienced faculty will share their strategies to cutting their clients' tax bills. Discover the techniques, follow the rules, and avoid penalties - register today!

  • Explore tax-saving tactics for real estate investment and property transactions.
  • Clarify what real estate businesses can and cannot deduct.
  • Analyze how recent legislation is shaping real estate tax planning methods.
  • Adapt your like-kind exchange tactics to the recent law changes.
  • Make the best use of QOZ investment opportunities.

Abbreviated Agenda

  1. 1031 Exchanges Update
  2. Capital Gains and Distribution Planning
  3. Choice of Entity: Using LLCs and Partnerships to Invest in Real Estate
  4. Deductions for RE Businesses and Investors
  5. Qualified Opportunity Zones

Related Topics

Product ID 97750

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 4 Total
Idaho CLE Upon Request 3 Total
Kansas CLE Upon Request 3.5 Total
Kentucky CLE Upon Request 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Rhode Island CLE Upon Request 3.5 Total
Washington CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. 1031 Exchanges Update

  2. Capital Gains and Distribution Planning

  3. Choice of Entity: Using LLCs and Partnerships to Invest in Real Estate

  4. Deductions for RE Businesses and Investors

  5. Qualified Opportunity Zones

Who Should Attend

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

Speakers

John A Sikora
John A.
Sikora
von Briesen & Roper, s.c.
Joseph C Mandarino
Joseph C.
Mandarino
Smith, Gambrell & Russell, LLP
Speaker bio
John A Sikora

John A. Sikora

von Briesen & Roper, s.c.
John Sikora

is a shareholder in the Milwaukee firm of von Briesen & Roper, s.c., where his practice includes business law, real estate law, tax planning and tax controversies. He earned his B.B.A. degree from the University of Wisconsin-Madison and his J.D. degree, cum laude, from the University of Wisconsin Law School. Mr. Sikora has authored articles for a variety of publications, including the Journal of Taxation, Journal of Real Estate Taxation, TAXES, The Tax Magazine and the Real Estate Law Journal. He is an adjunct professor of law at Marquette University Law School, where he has taught the corporate income tax course and the tax practice and procedure course. Mr. Sikora has served as the instructor for numerous continuing education programs, including courses offered by the State Bar of Wisconsin, Wisconsin Institute of Certified Public Accountants, and private seminar firms and business groups. He has frequently been recognized as an outstanding discussion leader for WICPA seminars.

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Speaker bio
Joseph C Mandarino

Joseph C. Mandarino

Smith, Gambrell & Russell, LLP
Joseph Mandarino

is an attorney with the law firm of Smith, Gambrell & Russell, LLP. 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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