Hear an update of the best and worst ideas in real estate tax over the past year. You can't make this stuff up!Speakers: Mark Heroux, JD | Baker Tilly US, LLPLyle Prempas, CPA | Baker Tilly US, LLP
Review the major tax-related legislation enacted last year and hear an update on tax policy discussions and negotiations currently taking place, including the economic, budgetary, and political factors shaping the debate. Plus, find out what it all may mean for the bevy of TCJA-related tax provisions schedule to lapse after 2025.
Speaker: Alex Brosseau, CPA | Deloitte
Take a deep dive into the world of self-directed IRAs, including the investment process, common investment options, and potential issues that can arise. Speaker: David Hanlon, CISP | Midland Trust Company
Learn how to prepare Forms K-2 and K-3 with a focus on parts III, VII, and X, specifically as they relate to the foreign tax credit, PFICs, and foreign investors. Review the qualification and needed documentation for filing relief exceptions available to certain domestic entities.Speakers: Laura Friedman, JD, LLM | Baker Tilly US, LLP Mike O’Mara, CPA | Baker Tilly US, LLP
Hear updates, technical considerations, and current market trends to stay ahead of the game and make the most of the latest opportunities for you and your clients.Speaker: John Hoffman, CPA, CCSP | Bracket Partners, LLC
Special thanks to the TORE Content Advisory Group: