Real Estate

4.46

Commercial Real Estate Tax Strategies 2024-2025

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Tennessee CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
OnDemand
2 hours 56 minutes
Richard Melnick
David Holmberg
Julie Treppa
Farhan Ali
Kristina Ogland
With Richard J. Melnick from Greenberg Traurig, LLP + 4 others
Recorded December 19, 2024.
Product ID 99451

Buy This Course

Course Includes
$299

OnDemand Video

Course Book Download

Overview

Tax Law Updates, 1031 Exchanges, Deduction Strategies, and More

Current market conditions and pandemic aftereffects have not been kind to key areas of commercial real estate. To maximize value, clients need all the tax benefits they can get. This program will reveal savvy ways to reduce or defer clients' tax liabilities so they can recognize tax efficiency and greater return on investment. Build your commercial real estate tax planning knowledge to better serve your clients - register today!

  • Determine how the looming sunset of TCJA provisions will impact real estate tax planning strategies.
  • Learn practical tips to help clients get more value out of 1031 exchanges.
  • Choose the right business structure for commercial real estate investments.
  • Discover how to make the most of deductions to reduce taxable income.

Abbreviated Agenda

  1. Tax Legislation and Cases to Know for 2025
  2. 1031 Exchanges: Deferring Capital Gains
  3. Strategic Entity Structuring: LLC vs. Partnership vs. Corporation vs. REIT
  4. Optimizing Deductions
  5. Leveraging Tax Credits and Incentives

Related Topics

Product ID 99451

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Tennessee CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total

Credit Details by Jurisdiction

OnDemand Video

CLE Credits
Alaska CLE Approved · 3 Total Credits

Earn Until

OnDemand - Alaska CLE - 3: This program may qualify for up to 3.0 hours of technology-delivered credit, which includes 3.0 hours of MCLE credit and 0.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.

Video Download - Alaska CLE - 3: This program may qualify for up to 3.0 hours of technology-delivered credit, which includes 3.0 hours of MCLE credit and 0.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.

Arizona CLE Approved · 3 Total Credits
  • 3 Real Estate Law

Earn Until

OnDemand - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 3.0 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility Interactive CLE credit and including 3.0 hours of advanced level training in the area of Real Estate Law.

Video Download - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 3.0 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility Interactive CLE credit and including 3.0 hours of advanced level training in the area of Real Estate Law.

California CLE Approved · 3 Total Credits

Earn Until

OnDemand - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 3.0 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Video Download - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 3.0 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 4 Total Credits

Earn Until

OnDemand - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 3 Total Credits

Earn Until

OnDemand - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 3 Total Credits

Earn Until

OnDemand - Delaware CLE - 3: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 3.0 hours of eCLE credit, including 0.0 hour of ethics.

Hawaii CLE Approved · 3 Total Credits

Earn Until

OnDemand - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Idaho CLE Approved · 3 Total Credits

Earn Until

OnDemand - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Illinois CLE Approved · 3 Total Credits

Earn Until

OnDemand - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics CLE credit by the Illinois Supreme Court Commission on Professionalism.

Maine CLE Approved · 3 Total Credits

Earn Until

OnDemand - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 3.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Video Download - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 3.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 3.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Minnesota CLE Approved · 3 Total Credits

Earn Until

OnDemand - Minnesota CLE - 3: Approved for up to 3.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 3: Approved for up to 3.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 3.6 Total Credits

Earn Until

OnDemand - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 3.60 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Video Download - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 3.60 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 3.60 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Montana CLE Approved · 3 Total Credits

Earn Until

OnDemand - Montana CLE - 3: This program may qualify for up to 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.

Video Download - Montana CLE - 3: This program may qualify for up to 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.

North Dakota CLE Approved · 3 Total Credits

Earn Until

OnDemand - North Dakota CLE - 3: North Dakota attorneys completing this program may claim up to 3.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 3: North Dakota attorneys completing this program may claim up to 3.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 3 Total Credits

Earn Until

OnDemand - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.

Video Download - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.

New Hampshire CLE Approved · 3 Total Credits

Earn Until

OnDemand - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Mexico CLE Approved · 3 Total Credits

Earn Until

OnDemand - New Mexico CLE - 3: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 3.0 hour of self-study credit, including 0.0 hours of self-study ethics credit.

Video Download - New Mexico CLE - 3: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 3.0 hour of self-study credit, including 0.0 hours of self-study ethics credit.

Nevada CLE Approved · 3 Total Credits

Earn Until

OnDemand - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

New York CLE Approved · 3.5 Total Credits
  • 3.5 Areas of Professional Practice

Earn Until

OnDemand - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours that can be applied toward the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours that can be applied toward the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Oklahoma CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Oregon CLE Upon Request · 3 Total Credits

OnDemand - Oregon CLE - 3: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.

Video Download - Oregon CLE - 3: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.

Pennsylvania CLE Approved · 3 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 3.0 hours of distance learning credit, including 3.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.

Video Download - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 3.0 hours of distance learning credit, including 3.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.

Rhode Island CLE Upon Request · 3.5 Total Credits

OnDemand - Rhode Island CLE - 3.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

Video Download - Rhode Island CLE - 3.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

Tennessee CLE Approved · 3 Total Credits

Earn Until

OnDemand - Tennessee CLE - 3: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 3.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Vermont CLE Approved · 3 Total Credits

Earn Until

OnDemand - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit. No more than 10.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn professionalism credit with self-study.

Video Download - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit. No more than 10.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn professionalism credit with self-study.

Washington CLE Approved · 3 Total Credits

Earn Until

OnDemand - Washington CLE - 3: This program may qualify for up to 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 3.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 3: This program may qualify for up to 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 3.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

West Virginia CLE Approved · 3.6 Total Credits

Earn Until

OnDemand - West Virginia CLE - 3.6: This program may qualify for up to 3.60 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.

Video Download - West Virginia CLE - 3.6: This program may qualify for up to 3.60 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 3 Total Credits

Earn Until

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 3.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Missouri CLE Approved · 3.6 Total Credits

Earn Until

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 3.60 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Tax Legislation and Cases to Know for 2025

    1. Proposed Legislation
    2. The Looming Sunset of TCJA Provisions
    3. Tax Cases: 2024 Wrap Up and 2025 Watchlist

  2. 1031 Exchanges: Deferring Capital Gains

    1. 1031 Exchange Rules: Common Issues and Tips to Avoid Disqualification
    2. Identifying Ideal Like-Kind Properties
    3. Optimizing Transaction Timing
    4. Practical Strategies for Executing the Exchange

  3. Strategic Entity Structuring: LLC vs. Partnership vs. Corporation vs. REIT

  4. Optimizing Deductions

    1. Cost Segregation and Other Depreciation Strategies
    2. Managing Depreciation Recapture
    3. Interest Deductions
    4. Operating Expense Deductions
    5. Qualified Business Income (QBI) Deductions

  5. Leveraging Tax Credits and Incentives

    1. Tax Increment Financing (TIF)
    2. Opportunity Zones: Tapping Into Tax Incentives
    3. Historic Preservation and Rehabilitation
    4. Other Tax Credits and Incentives

Who Should Attend

This program is designed for attorneys. Accountants, tax advisors, real estate investors, financial planners, real estate developers, property managers, and paralegals may also benefit.

Speakers

Richard J Melnick
Richard J.
Melnick
Greenberg Traurig, LLP
David H Holmberg
David H.
Holmberg
Reed Smith LLP
Julie A Treppa
Julie A.
Treppa
Farella Braun + Martel LLP
Farhan Ali
Farhan
Ali
McCarter & English, LLP
Kristina Ogland
Kristina
Ogland
Estreen & Ogland
Speaker bio
Richard J Melnick

Richard J. Melnick

Greenberg Traurig, LLP
Richard Melnick

is an attorney with Greenberg Traurig, LLP. He has developed a national practice emphasizing his talent for negotiation in such diverse areas as corporate mergers and acquisitions, joint ventures, and complex real estate transactions. Mr. Melnick represents public and private companies that purchase, sell, or finance business and real estate assets throughout the United States. He is admitted to practice in Virginia, Maryland and the District of Columbia. Mr. Melnick earned his B.A. degree, magna cum laude, from Tufts University, his J.D. degree from Georgetown University Law Center and his LL.M. degree in taxation from New York University School of Law.

View full profile
Speaker bio
David H Holmberg

David H. Holmberg

Reed Smith LLP
David Holmberg

is a partner with Bryan Cave Leighton Paisner in New York, New York. He advises on the tax aspects of complex commercial transactions. Mr. Holmberg focuses on real estate private equity, including direct lending and distressed strategies. He also has significant experience with public and private REITs and cross-border engagements. Prior to joining BCLP, Mr. Holmberg worked as counsel at another large international law firm. He was also a chief counsel honors program intern at the Internal Revenue Service, Office of the Chief Counsel in New York. Mr. Holmberg earned his J.D. degree from New York University School of Law and is admitted to practice in New York.

View full profile
Speaker bio
Julie A Treppa

Julie A. Treppa

Farella Braun + Martel LLP
Julie Treppa

is a partner with Farella Braun + Martel in San Francisco, Calirovnia. Her practice focuses on a broad range of tax-related issues. Ms. Treppa is particularly experienced in developing strategies to help investors, developers, businesses, and non-profit organizations use tax incentives and tax credits to achieve financial goals while supporting social, environmental, and other community-based priorities. Two areas in which she has special expertise are new markets tax credits and opportunity zones. Mr. Treppa has utilized these vehicles for clients on a broad range of projects, ranging from the development of local commercial office buildings and healthcare facilities to a fish processing plant in Alaska and the conservation of a salmon sanctuary in Northern California. She began her tax career as an IRS auditor in the exam division, prior to earning her J.D. degree at University of San Francisco School of Law. Ms. Treppa also holds a M.S. degree in taxation from Golden Gate University School of Tax.

View full profile
Speaker bio
Farhan Ali

Farhan Ali

McCarter & English, LLP
Farhan Ali

is a partner with McCarter & English, LLP in Newark, New Jersey, where he helps prosecute complex property tax appeals. He also advises clients on property tax issues and liabilities, including exemptions, PILOT programs and structures, urban enterprise zone filings, ad valorem taxation, and valuation. Mr. Ali represents clients regarding numerous property types, including nuclear power plants and related utilities, reservoirs, hotels, apartments, student housing, nursing homes and assisted living facilities, data centers, office buildings, office complexes, and corporate headquarters. He earned his J.D. degree at American University, Washington College of Law and is admitted to practice in New Jersey and New York. Mr. Ali has been voted One to Watch by The Best Lawyers in America for litigation and controversy-tax, 2022-2025.

View full profile
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.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us