Thursday, June 20, 2019 – Thursday, June 20, 2019 | 8:00am – 4:30pm

Real Estate Conference

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Agenda

7:30 a.m. – 8:00 a.m. 

Registration/Breakfast

 

8:00 – 8:15 a.m. 

Welcome and Opening Remarks

Amy Pitter, MA Society of CPAs

 

8:15 – 9:15 a.m. 

State of the Real Estate Market in Greater Boston

Aaron Jodka, Colliers International

We will discuss where we are in the cycle, the trends driving the market today and into the future, and how they differ within the region.

 

9:15 a.m. – 10:15 a.m.

A&A Update for Real Estate

 

10:15 – 10:30 a.m.

Networking Break

 

10:30 – 11:15 p.m. 

Tax Reform Impact on Real Estate

Dana Story, CPA, Deloitte

Erin Hotaling, CPA,  Deloitte

Dana Story and Erin Hotaling, Deloitte Tax Partners, will provide insight into the latest developments and considerations around global tax reform, including a general overview of tax reform, how our thinking has evolved since its inception and lessons learned throughout the fiscal year.

 

11:15 a.m. – 12:15 p.m. 

Legislative Update on Issues Impacting Real Estate

Tamara Small, NAIOP

This session will provide you with an update on several proposed bills, regulations and policies affecting commercial real estate. We’ll cover the latest on housing, transportation, energy, climate change and more.

 

12:15 – 1:00 p.m. 

Lunch

 

1:00 – 2:00 p.m. 

Concurrent Sessions (choose one)

Deeper Dive into Tax Reform - Lessons Learned from Busy Season

Phil Mann, CPA, MS Consultants
Dave Fabian, CPA, MS Consultants
Jeff Hiatt, MS Consultants

We will discuss the most confusing areas and the most questioned areas of the TCJA’s impact on real estate owners.  Discussion will include when to utilize Section 179 and when to use bonus depreciation, as well as the rules and applicable percentages of bonus depreciation.  We will also discuss 1031 opportunities, the impact of UNICAP on real estate transactions, & more.


Foreign Investments in U.S. Real Estate -Tax Law, Entity Selection and Transaction Structures

Richard Hindlian, Davis, Malm & D'Agostine, P.C.
William Griffin, Jr., Davis, Malm & D'Agostine, P.C.

It is critical for tax and financial advisors representing foreign investors to understand the complexities of the applicable tax laws and the established ways of structuring transactions to minimize income, estate and gift taxes. In this session, we’ll cover the basic tax rules applicable to foreign investors, compare how those rules apply to different ownership entities. We’ll also discuss how real estate transactions may be structured to avoid tax traps and minimize taxes.

 

2:00 – 2:15 p.m.

Networking Break

 

2:15 – 3:15 p.m. 

Concurrent Sessions (choose one)

 

Short Term Rentals

Mark Einhorn, partner, Marcus, Errico, Emmer & Brooks P.C.

Jennifer Barnett, partner, Marcus, Errico, Emmer & Brooks P.C.

The popularity of Airbnb & short-term rentals across Massachusetts has generated tremendous economic benefits but also poses serious challenges for local governments and community associations.  This program will present an overview of new regulations being enacted that are designed to curb the negative impact associated with short-term rentals while still allowing the industry to develop. Additionally, the program will also cover the unique quality of life and legal issues that short term rentals pose for community associations.

 

Opportunity Zones

Dan Ryan, Sullivan and Worcester

This presentation cover a brief overview of the Opportunity Zone benefits, the October proposed regulations and new regulations. We’ll also discuss challenges in establishing an opportunity fund and various structures that can be employed in making opportunity zone investments.

 

3:30 – 4:30 p.m.

Accounting’s AI RoundUp

Enrico Palmerino, botkeeper

Although, "AI" is a huge buzzword in today’s tech world, few people truly understand how Artificial Intelligence works and how it differs from generic automation, leaving the masses cautious about its role in our future.   This presentation will explain how AI works, its strengths and weaknesses, as well as dispel many fears and myths concerning AI.  We will also review some of the latest AI-powered accounting technologies and tools that could be useful for Accounting in the Real Estate industry.  Specifically, we’ll compare the pros and cons of each, and where and why you should consider deploying AI in your firm.

 

 

 

 

 

 

 

 

 

This seminar qualifies for the Workforce Training Express Fund program. The course code for this program is 1119664  Click here for more details: https://www.mscpaonline.org/cpe/training_fund

Speaker

Tamara Small

Tamara Small

Tamara Small serves as CEO of NAIOP Massachusetts, The Commercial Real Estate Development Association, an organization that represents the interests of companies involved with the development, investment, ownership, and management of office, multifamily, industrial, retail, lab, mixed-use and institutional properties in Massachusetts. Small guides the organization’s advocacy efforts, ensuring that NAIOP is actively involved in the development of laws, policies and regulations affecting commercial real estate development in Massachusetts. A registered lobbyist, she serves on numerous regulatory working groups, frequently testifies before the Legislature and is the chief spokesperson for the organization. In partnership with NAIOP’s Executive Director, Small provides vision and leadership in establishing strategic initiatives and objectives for NAIOP while ensuring that the budget, staff and priorities are aligned with the organization’s core mission.

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Sponsors

Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA-AICPA Member
$319.00
MSCPA Member
$319.00
AICPA Member
$399.00
Non-Member
$399.00

Conference Cost

You pay
$399.00
MSCPA Members save $80.00 on this course. Login or Join to take advantage of these savings.

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