SC RED: 17th Annual Real Estate Conference | The Future Is Now Conference | J1120619

Date :
June 12, 2019 8:00 AM - 2:30 PM
Location :
Sacramento Area
Facility :
Sutter Club
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Level of Difficulty :
Overview
CPE Credits :
CPE 5.00, MCLE 4.00
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Our June 12, 2019, 17th Annual Real Estate Conference, at the Sutter Club, covers the latest in real estate practice issues and planning, including tax changes, new regulations, and more! Hear the best speakers on top-shelf real estate tax reporting and planning. 

Objectives:

Delaware Statutory Trusts, 1031 Exchanges and OZs; Recognize the latest promotions on TIC’s for Investors & learn how Opportunity Zones Tax Deferrals work.

Reconciling PALs, NIIT and 199A; Identify what situations get up to a 20% tax deduction & determine why you may be required to elect separately for each tax.

Dynamex and EDD; Learn how Dynamex creates a hybrid contractor/employees & determine which industries may still be safe

California Tax Conformity; Recognize why California adopted a hybrid Centralized Partnership Audit Regime, and learn the latest state tax developments including the market source apportionment rules.

Choice of Entity Under TCJA; Recognize how the TCJA has changed; identify the best choices for your clients; review the 21% corporate tax vs. 20% QBI deduction and be able to analyze the effect.

Major Subjects:

CalCPA Sacramento Chapter

17th Annual Real Estate/Tax Conference

 

From 1031 exchanges to property tax updates to worker classification issues, this year’s Real Estate/Tax Conference features expert speakers who will provide you with the information you need to provide more value to your clients.

Speakers and topics include:

G. Scott Haislet, Esq., CPA | Delaware Statutory Trusts, 1031 Exchanges and Opportunity Zones

Haislet, a frequent CalCPA Education Foundation instructor, regularly holds courses on Sec. 1031 exchanges and related real estate tax topics, breaking down difficult issues into clear and simple choices.

Christina Wynn, Sacramento County Assessor | Property Tax Update, County Issues & Meet the Staff

Wynn will outline the direction of the assessor’s office and best practices when it comes to helping your clients work with the office.

 

Cameron Williams, CPA, Moss Adams | Reconciling PALs, NIIT and 199A–What’s a Business?

Williams will cover how the issue of whether an activity is a “business” requires critical analysis of activity levels that address three related rules: passive activity losses, the net investment income tax and the qualified business income.

 

James Bourbeau, Esq., Williams & Associates | Dynamex and EDD Worker Classification Issues

Bourbeau, who formerly has represented the EDD, will provide critical insight to EDD employer tax examinations and strategies as to worker classification. 

 

Gina Rodriguez, Director, SALT Practice, KPMG; Shane Hofeling, Esq., Assistant Chief Counsel, FTB | California Tax Conformity–Future or Still a Pipe Dream

This joint discussion will explore recent California tax enactments, changes, and conformity and nonconformity.

 

Douglas L. Youmans, Partner, Wagner Kirkman Blaine Klomparens & Youmans, LLP | Choice of Entity Under TCJA—Where are We Going?

Youmans will address how the TCJA has changed the options when it comes to selecting corporate vs. pass-through. He will explain the best choice for your clients, and review t


Advanced Prep:

None

Misc. Information:

Members $115 | Nonmembers $149 fees include program, lunch, parking (limited) and CPE/MCLE.
 
Please adhere to Sutter Club's dress and cell phone policy:  Business attire required; no cell phones; no shorts no jeans.  Thank you.
 
For more information, please contact Lisa Radoycis at lisa.radoycis@calcpa.org; or at 916-551-2961.
 
Sutter Club - 1220 9th Street, Sacramento
Level of Difficulty:
Overview
Field of Interest:
Taxes
Prerequisites:
None. 
Designed For:
CPAs, Attorneys, and other Professional Staff

Instructors

Jim Bourbeau
G. Scott Haislet, CPA, CSTL, Esq, Esq.

G. Scott Haislet practices in the areas of taxation, real estate, estate planning, and 1031 exchanges. He is a California attorney and CPA, and 1031 qualified intermediary (“accommodator”).He is a Certified Specialist in Taxation Law, California State Bar Board of Legal Specialization, and represented the victorious taxpayer in Owens v. Commissioner, Tax Court Memorandum 2017-157. Haislet writes and lectures frequently about tax, real estate, finance and estate planning and legal issues, and has authored continuing education courses for real estate and tax professionals.

Haislet teaches two different 8-hour CalCPA Education Foundation courses – one on 1031 exchanges and one on real estate taxation. He has appeared periodically on San Francisco radio regarding real estate (most notably KNBR-680 AM’s “Ray Brown on Real Estate” program), and has been quoted in the Wall Street Journal, San Francisco Chronicle, USA Today, Kiplinger, and other publications. He is a member of the State Bar of California (Tax Section), the United States Tax Court Bar, the Contra Costa County Bar Association (past Tax Section chairman), the AICPA and CalCPA. He was chairman for many years for CalCPA’s Real Estate Conference, and is past president of CalCPA’s East Bay Chapter.

Haislet holds degrees from the University of Michigan School of Business and from Taft Law School. He formerly practiced with Price Waterhouse, and was an investment executive with Merrill Lynch. He was a sports writer, covering Major League Baseball, National Football League, National Basketball Association, National Hockey League, NCAA football and basketball, among other things (that was a long time ago; he is older than he looks!) “G” stands for Gerald.

Shane Hofeling
Shane J. Hofeling, Esq, M.Acc, is the Assistant Chief Counsel of the Technical Resources Bureau of the Legal Division of the California Franchise Tax Board, wherein he oversees the bureau responsible for coordinating, noticing and providing advice regarding FTB board meetings; coordinating legal review of FTB publications; promulgating FTB legal rulings and FTB Notices; providing legal support to FTB's legislative program; and coordinating the development, adoption, and publication of regulations. Mr. Hofeling was formally the Assistant Chief Counsel of the Litigation Bureau overseeing the department's litigation management and strategy and providing general legal advice and support to the entire department regarding bankruptcy and labor and personnel law. As a staff attorney with the Franchise Tax Board, Mr. Hofeling's primary area of practice covered all aspects of individual and corporate tax law, specializing in complex corporate transactions and abusive tax avoidance transactions. Prior to joining the Franchise Tax Board, Mr. Hofeling practiced in the areas of estate and tax planning.
Gina Rodriguez
Cameron Michael Williams, CPA
Cameron M. Williams, CPA, MAcc, is a Senior Manager with Moss Adams’ Sacramento tax department specializing in real estate and partnership taxation. Mr. Williams represents real estate investors, developers, home builders, and owner-operators in compliance and consulting services in connection with real estate and pass-through entities. Mr. Williams has a diverse practice and advises on organizational and transactional tax planning including syndicated private equity structures for real estate and investment securities, real estate sales, 1031 exchanges, loan modifications, and dissolutions. Cameron Williams has practiced for 18-years. Mr. Williams has been a featured tax advisor, and was the author of several articles including “Collect Now, Report Later? Deferring Tax on Residential Land Improvements,” (GlobeSt.com., September 2014). Professional Affiliations American Institute of Certified Public Accountants (AICPA) California Society of Certified Public Accountants (CalCPA, Co-Chair RED Group)
Christina Wynn
Douglas L Youmans
DOUGLAS L. YOUMANS, ESQ., CPA With over 30 years of in-depth experience in business, estate, real estate, tax planning and controversy work, Mr. Youmans has developed a practice designed to provide multi-dimensional legal services to individuals, executives and business owners who must comply with today’s complex legal system. Mr. Youmans provides expert legal services directly to clients, as well as to their primary attorneys, accountants, financial advisers and other representatives. Mr. Youmans has been retained as an expert in legal/accounting malpractice cases, as well as real estate, tax and trust/probate cases. He received his B.A. from Temple University, his JD from McGeorge School of law and his M.B.A. from Golden Gate University.
No Agenda or Materials posted.