Hear an overview of recent tax law developments impacting the real estate sector. Review notable court cases, emerging controversies, and current planning considerations affecting owners, investors, and advisors.  

Lyle Prempas, CPA, Manager | Lauterbach & Amen
Zeinat Zughayer, JD, Senior Manager, Tax Advocacy and Controversy | Baker Tilly

Examine the current legislative landscape in Washington, D.C., and the outlook for U.S. tax policy heading into the 2026 midterm elections and beyond.  Delve into how political outcomes, budget pressures, and recently enacted provisions (including those withing the OBBBA) could shape future planning considerations. 

Alex Brosseau, CPA, MST, Senior Manager, Tax Policy Group | Deloitte Tax LLP

Take a deeper look at Opportunity Zones, including a brief refresher and analysis of recent legislative changes under the OBBBA. Review practical examples, address your outstanding questions, and hear relevant takeaways for taxpayers and advisors. 

John Hoffman, CPA, CCSP, Founder and President | Bracket Partners LLC

The use of Delaware Statutory Trusts (DST) in like-kind exchanges has become more common since Revenue Ruling 2004-86.  However, the tax considerations often extend beyond the ruling's guidance and can become especially complex when acquisition financing is involved or when a sponsor uses bridge financing to acquire a property.  Review the ruling's requirements, along with related tax issues that may arise within a DST structure. Also explore how self-created DSTs may help address “drop and swap” scenarios.

Speaker:
Edward J. Hannon, JD, CPA, LLM, Shareholder, Tax Vice Chair | Polsinelli

Explore common partnership tax issues through a real estate lens, including allocations, liabilities, basis considerations, promote considerations, and capital gains considerations.

Matthew Larvick, JD, CPA, Shareholder and Chair, Tax and Estate Planning Group | Vedder Price

Receive an overview of the current state of artificial intelligence and machine learning, with a focus on real estate applications. Review practical use cases, sample demonstrations, best practice implementation considerations, and emerging challenges specific to the industry. 

Marius Andreasen, CFA, MAI, ASA, Principal | PwC

Examine international tax considerations impacting cross-border real estate investment, foreign ownership structures, and global transactions. Additional session details coming soon.

Speaker information coming soon.