Taxation on Real Estate Conference

Explore in real-time the tax policy state-of-play in Washington, D.C., including where Republicans stand in their effort to extend the expiring components of the Tax Cuts and Jobs Act of 2017 and enact elements of the tax agenda laid out by President Trump during his campaign. Plus, gain insight into the political, economic, budgetary, and procedural factors that are shaping the fiscal policy debate. 

Speaker:
Jeffrey Kummer, Managing Director of Tax Policy | Deloitte Tax, LLP

Delve into a comprehensive exploration of current cybersecurity trends and how they specifically impact the real estate sector. Discuss the latest shifts in compliance, including regulatory requirements and the evolution of the National Institute of Standards and Technology (NIST) Cybersecurity Framework. Learn practical risk mitigation strategies, such as effective penetration and security testing, robust disaster recovery and backup solutions, and the intricacies of cybersecurity insurance requirements. Additionally, examine human risk management as a critical component of a resilient security framework. 

Speakers:
Jeremy Baumruk, Director, Professional Services | Xamin
Suraj Prakash, Chief Technology Officer | Xamin

Take a deep dive into valuable real estate tax incentives. Examine how developers, architects, engineers, and construction professionals can leverage the Research & Development (R&D) Tax Credit for innovation in building design and construction processes. Explore critical updates to the 179D Energy-Efficient Commercial Building Tax Deduction, including expanded benefits for energy-efficient improvements and the introduction of the Retrofit Program under the Inflation Reduction Act. 

Speakers:
Scott Norbot, Manager, Research & Development Tax Credit Services | KBKG
Jesse Stanley, Principal, Green Building Tax Incentives | KBKG

Real estate holdings present unique opportunities and challenges for estate planning and family wealth transfer. Discuss tax and non-tax estate planning issues, from dealing with a client's residence to structuring holdings for a full-time real estate professional or passive investor. Plus, touch on partnership taxation and income tax opportunities for clients who own real estate. 

Speaker:
Ryan A. Walsh, JD, Partner | The Law Office of Ryan A. Walsh, LLC

What better way to end the day than with a discussion of controversy and Beneficial Ownership Information (BOI) reporting! Hear an engaging discussion of the year in federal and state controversy.  Walk away with concrete, valuable information you can use to help your clients navigate the changes in place and the changes coming soon. 

Speaker:
Mark Heroux, JD, Principal | Baker Tilly US, LLP