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