Tax Planning for Real Estate Investors: Acquisition, Ownership and Disposition Structures
A live 90-minute premium CLE/CPE video webinar with interactive Q&A
This CLE/CPE webinar will provide tax counsel and advisers an in-depth analysis of key tax planning techniques and challenges for real estate investors. The panel will discuss strategies for key tax planning considerations for the acquisition, ownership and ultimate disposition of real estate.
Outline
- Tax implications of buying and selling real estate
- Tax consequences of various acquisition and ownership structures
- Purchase price allocation considerations
- Tax strategies for structuring the deal including 1031s and QOFs
- Tax issues and opportunities for foreign investors
Benefits
The panel will review these and other key issues:
- What are the tax implications for buyers and sellers in real estate transactions?
- What are the key considerations for determining the appropriate entity structure for purchasing real estate?
- How do you handle purchase price allocations for the buyer and seller?
- What are the various tax consequences of a foreign person owning U.S. real estate in an individual capacity?
- What is the impact of blocker corporations and other intermediary entities on the tax treatment of foreign investment in U.S. real estate?
- How can you utilize 1031 exchanges and QOFs, and what are the current tax rules to consider?
Faculty
Patrick J. McCormick, J.D., LL.M.
Founder/Managing Partner
McCormick Tax
Mr. McCormick specializes in the areas of international taxation, tax compliance, and offshore reporting... | Read More
Mr. McCormick specializes in the areas of international taxation, tax compliance, and offshore reporting obligations. He published national articles and given numerous national and local presentations on assorted areas of tax and estate planning law, including international tax and offshore compliance issues. His latest article on PFICs is titled Tax Reporting Implications of Foreign Mutual Funds. He is licensed to practice in the States of New Jersey, Florida, and Georgia, and the Commonwealth of Pennsylvania.
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Jeffrey M. Rosenfeld, Esq.
Partner
Blank Rome
Mr. Rosenfeld concentrates his practice in the area of business tax law. He counsels clients in a broad array of tax... | Read More
Mr. Rosenfeld concentrates his practice in the area of business tax law. He counsels clients in a broad array of tax matters including domestic and international tax matters, state and local tax planning, tax-efficient structuring of domestic and international mergers, acquisitions, divestitures, reorganizations, spin-offs, redemptions and liquidations, formation, operation and acquisition of Subchapter S Corporations, partnerships and limited liability companies. He counsels clients regarding undeclared foreign bank accounts, including “FBAR” reporting obligations.
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Michael I. Sanders
Partner
Blank Rome
Mr. Sanders focuses his practice in the area of taxation, particularly in matters affecting partnerships, limited... | Read More
Mr. Sanders focuses his practice in the area of taxation, particularly in matters affecting partnerships, limited liability companies, S-corporations, real estate, tax controversy, and estate planning, including trusts and estates. He also has a large practice in the area of exempt organizations involving healthcare and low-income housing, associations and joint ventures between for-profits and nonprofits, as well as structuring New Markets Tax Credit ("NMTC") and Historic Tax Credit ("HTC") transactions. He is the author of Joint Ventures Involving Tax-Exempt Organizations (3rd Ed., 2007; 4th Ed., 2013) which was recently cited by the majority opinion in the widely covered U.S. Supreme Court decision in Burwell v. Hobby Lobby Stores, Inc. He previously served as an attorney-advisor to the assistant secretary of tax policy at the Office of Tax Legislative Counsel.
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Cannot Attend October 16?
You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.