Advanced Tax Institute- Day 3- Real Estate and Partnerships


Designed for CPAs with an interest in business law, ATI is four days of programming covering the new tax laws, rules and regulations, with each day having a specific focus – including the latest business and estate planning issues. Multi-day discounts are available.

8 – 8:30am – Registration and continental breakfast


Topics and speakers for the day

8:30 – 9:45am – Year in Review – Speaker (s):  Mr. Stef Tucker, Esq., Venable, LLP

10 – 11am – Cost Segregation – Speaker (s):  Mr. Eli Loebenbeg, CEO, Madison SPECS, LLC

11am – 12pm – Legislative Update – Speaker (s):  Mr. Ryan McCormick, Esq., The Real Estate Roundtable

1 – 2:10pm – New Audit Rules – Speaker (s):  Ms. Beverly Katz, Esq., and Mr. Curtis Wilson, KPMG

2:10 – 3:15pm – Creative Deal Structures – Speaker (s):  Mr. Stephen Owen, Esq., DLA Piper

3:30 – 4:40pm – Section 752 Regs –Speaker (s):  Mr. Brian O’Connor, Esq., Venable, LLP and Mr. Norman Lencz, Esq., Venable, LLP

In October of 2016, the Treasury Department issued new Regulations under sections 707 and 752 relating to disguised sales of property and partnership liability allocations. Most significantly, the Regulations (i) severely restrict the ability to use traditional “leveraged partnership transactions,” and (ii) effectively eliminate the use of “bottom-line guarantees” for purposes of allocating partnership liabilities. These Regulations, which have generated a fair amount of controversy, are also subject to change pursuant to a Treasury Department Report on “Identifying and Reducing Tax Regulatory Burdens” sent to President Trump on October 2, 2017. This presentation will assist tax practitioners in understanding what they need to know about these Regulations.

Learning Objectives
  1. Real Estate and Partnership Tax
Course Level
Professional Area of Focus
CPE Field of Study
Who Should Attend
CPAs in Practice and Industry and Attorneys

Martin’s West, 6817 Dogwood Rd Baltimore, MD 21244-2608

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Nov 15, 2017
8:30 am - 4:40 pm
Martin’s West, 6817 Dogwood Rd Baltimore, MD 21244-2608
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Advanced Tax Institute- Day 3- Real Estate and Partnerships

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