Real Estate

4.45

Commercial Real Estate Tax Strategies 2024-2025

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas 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
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana 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
Ohio CLE Approved 3 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
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 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

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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
Alabama CLE Approved 3 Total
Arkansas 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
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana 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
Ohio CLE Approved 3 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
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
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.

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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.

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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.

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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.

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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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