Blank Rome partners Michael I. Sanders and Jeffrey M. Rosenfeld will serve as faculty for the Strafford CLE/CPE live webinar, “Tax Planning for Real Estate Investors: Entity Structures, Revenue Deferral, Deductions, Tax Credits, Reporting,” taking place Wednesday, October 16, 2024, from 1:00 to 2:30 p.m. EDT (10:00–11:30 a.m. PDT).
ABOUT THE PROGRAM
Real estate remains one of the top portfolio items for investors, with thousands of real estate transactions taking place daily. Tax counsel and advisers representing persons in real estate transactions must have a comprehensive understanding of optimal tax planning and structures for the ownership vehicle and the mechanics of the purchase or sale transaction.
This webinar will provide an in-depth analysis of key tax planning techniques and challenges for real estate investors. Faculty will discuss strategies for maximizing favorable capital gains tax treatment, purchasing entity and review tax planning opportunities to structure the deal, aggregating rental properties, grouping strategies, and other key tax planning considerations.
Topics include:
- Tax implications for buyers and sellers in real estate transactions
- Key considerations for determining the appropriate entity structure for purchasing real estate
- Handling tax allocations for the buyer and seller
- The various tax consequences of a foreign person owning U.S. real estate in an individual capacity
- The impact of blocker corporations and other intermediary entities on the tax treatment of foreign investment in U.S. real estate
- How to utilize 1031 exchanges and qualified opportunity funds, and the current tax rules to consider
Faculty:
- Patrick J. McCormick, J.D., LL.M., Founder/Managing Partner, McCormick Tax
- Michael I. Sanders, Partner, Blank Rome
- Jeffrey M. Rosenfeld, Partner, Blank Rome
For more information and to register, please visit the webinar webpage.
