Real Estate

4.09

Tax, Appraisal, and Accounting Guide for Real Estate Lawyers

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania 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
OnDemand
5 hours 54 minutes
Christopher Denney
Marie Yves Jean-Baptiste
Alina Gluzman
Stephen Ukman
With Christopher E. Denney from Silvermark CPAs & Advisors + 3 others
Recorded June 14, 2024
Product ID 98712

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Overview

Tax Implications and Planning Opportunities, Appraisal Report Red Flags, and More

Build your knowledge of tax and accounting concepts to be a better real estate lawyer! This comprehensive course delves into the essential tax implications, tax planning approaches, appraisal methodologies, and financial reporting for real estate purchases, sales, leasing, and investments. Benefit from a blend of attorney and accountant insights and equip yourself with the necessary knowledge and tools to better advise your clients. Register today!

  • Understand the basic tax implications of buying, selling, or leasing real estate.
  • Get up to speed with recent developments in real estate tax law.
  • Discover tax planning opportunities and ways to minimize or defer taxes in real estate deals.
  • Learn how to effectively understand and read real estate appraisals.
  • Review the key principles and concepts of accounting for real estate acquisition, disposition, and leasing.

Abbreviated Agenda

  1. Tax Considerations in Real Estate Transactions
  2. Tax Issues in Real Estate Leasing and Investment
  3. Tax Planning Opportunities in Real Estate Deals
  4. Appraisal Methods and Reports: What You Must Know
  5. Accounting 101 for Real Estate Lawyers
  6. Legal Ethics

Related Topics

Product ID 98712

Credit Details

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Tax Considerations in Real Estate Transactions

    1. Tax Implications of Buying Property
    2. Tax Considerations in Selling Property
    3. Transfer Tax
    4. Form 1099-S
    5. Capital Gains Tax
    6. Property Tax

  2. Tax Issues in Real Estate Leasing and Investment

    1. Tax Implications in Leasing Property
    2. Income Tax Considerations for Lease Agreements
    3. Taxation of Real Estate Investment Structures: LLCs, Partnerships, and Trusts/REITs
    4. Recent Developments in Real Estate Tax Law

  3. Tax Planning Opportunities in Real Estate Deals

    1. Depreciation and Other Deductions and Exemptions
    2. Tax Credits and Incentives
    3. 1031/Like-Kind Exchanges
    4. Installment Sales
    5. Opportunity Zones
    6. Charitable Contributions and Conservation Easements

  4. Appraisal Methods and Reports: What You Must Know

    1. Approaches to Property Valuation
    2. Factors Influencing Property Valuation
    3. Reading Appraisal Reports and Spotting Red Flags
    4. Appraisal Disputes and Challenges

  5. Accounting 101 for Real Estate Lawyers

    1. Real Estate Accounting Basics
    2. GAAP vs. Income Tax Basis
    3. Financial Statements in Real Estate
    4. Property Acquisition and Disposition Accounting
    5. Lease Accounting

  6. Legal Ethics

    1. Conflicts of Interest
    2. Competence and Diligence
    3. Attorney' Fees
    4. Confidentiality and Privilege

Who Should Attend

This program is designed for attorneys. Accountants, tax professionals, and paralegals may also benefit.

Speakers

Christopher E Denney
Christopher E.
Denney
Silvermark CPAs & Advisors
Marie Yves N Jean-Baptiste
Marie Yves N.
Jean-Baptiste
The Saint Yves Law Firm
Alina Gluzman
Alina
Gluzman
Bronster LLP
Stephen L Ukman
Stephen L.
Ukman
Bronster LLP
Speaker bio
Christopher E Denney

Christopher E. Denney

Silvermark CPAs & Advisors
Christopher Denney

, MPA, MST, CPA, CGMA, ABV, CVA, CM & AA, CFF, CEPA, IFRS, is the managing member with Silvermark CPAs & Advisors, where he has more than 20 years of consulting experience. He has represented three Big 4 accounting firms, some in tax leadership roles, and a Fortune 500 Company as a tax officer. Mr. Denney's strengths are in identifying tax planning opportunities and areas of tax risk, and some of his tax research has been nationally published. He is a member of the American Institute of Certified Public Accountants, and the ABV Section; the Indiana CPA Society; the National Association of Certified Valuation Analysts; and the Ball State University Accounting Department Executive Advisory Council. Mr. Denney earned his B.S. degree, in accounting, from Ball State University and both of his M.S. degrees, in taxation and professional accountancy, from Indiana University.

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Speaker bio
Marie Yves N Jean-Baptiste

Marie Yves N. Jean-Baptiste

The Saint Yves Law Firm
Marie Yves Jean-Baptiste

is the managing owner of The Saint Yves Law Firm, where she focuses her practice on the areas of estates and trusts, and taxation. Ms. Jean-Baptiste earned her J.D. degree, her Masters of Law in taxation (LL.M.) and an estate planning certificate from the University of Baltimore School of Law. She has extensive experience in the areas of litigation, family law, estate planning, estate administration and probate, income tax preparation, and tax controversy matters. Ms. Jean-Baptiste makes it a part of her practice to assist individuals of the LGBTQIA+ community in the areas of family law, and estates and trusts when confronted with unique challenges, considerations, and issues when exercising legal rights. She is licensed to practice law in Maryland state and federal courts, United States Tax Court, and United States Supreme Court. Ms. Jean-Baptiste prioritizes pro bono activities, lending her services to organizations and individuals across Maryland that are in need. She is the former chairperson for the Baltimore County Bar Association Estates & Trusts Committee, where she coordinated meetings, events and educational programs for her estates and trusts peers. Ms. Jean-Baptiste is a member of the Executive Board for the Harford County Bar Foundation, an organization dedicated to serving members of Harford and Cecil counties.

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Speaker bio
Alina Gluzman

Alina Gluzman

Bronster LLP
Alina Gluzman

is an associate in the litigation, foreclosure and real estate practice group at Bronster LLP. She specializes in residential and commercial real estate transactional matters, including acquisitions, sales, construction/development, and financing. Additionally, Ms. Gluzman is actively involved in litigation matters including tax liens, mortgage foreclosures, and real estate related disputes. She holds a Juris Doctor degree from Elisabeth Haub School of Law at Pace University. During law school, Ms. Gluzman was the executive productions editor of Pace Law Review Journal. Showcasing her exceptional oral advocacy skills and legal acumen, she earned her place amongst the top finalists in the 2020 Louis V. Fasulo Moot Court Competition and was a semi-finalist in the 2021 Advanced Appellate Moot Court Competition. A former summer associate at Bronster LLP, Ms. Gluzman rejoined the firm after passing the bar exam. She has prior experience as a legal intern for the Richmond County District Attorney's Office, specifically within the Narcotics and Investigations Bureau Unit. Additionally, Ms. Gluzman accumulated over seven years of experience working as a real estate paralegal and further solidified her expertise through her role as a title closer.

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Speaker bio
Stephen L Ukman

Stephen L. Ukman

Bronster LLP
Stephen Ukman

is of counsel with Bronster LLP, where he practices in the areas of business organizations, employment law, real estate, commercial transactions, immigration and estate planning. Mr. Ukman earned his B.S. degree from the University of Kansas and his J.D. degree from New York University School of Law. He is licensed in New York and formerly in Missouri.

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