Real Estate Tax Conference (RETC) Virtual
Registration is Closed
Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Overview:
Explore the world of Real Estate Tax and hear the latest opportunities for real estate and construction businesses to earn tax incentives and credit and learn the reporting requirements.
We want you and your staff to take advantage of this great opportunity, groups of 5 or more from the same organization can register for a group discount. Call member services at 1-800-342-3197.
Conference Materials
Conference reference materials will be available to registrants electronically in advance of the conference. To access check your FICPA "My CPE" account 5 days in advance of the Conference.
CPE & CE Credit:
This Conference qualifies for up to 4 hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation.
This Conference has been approved for up to 4 hours of IRS CE credit. FICPA provider #2Z6YE.
Twitter & LinkedIn
Follow the FICPA@ficpa and tag us #ficpaRETC to tweet about this conference.
Schedule:
Friday, May 5, 2023
Opening Remarks and Life Cycle of Real Estate
Time: Friday 8:00am - 9:00am Credits: 1 TB
This session will cover Life cycle of real estate including application of Tangible Property Regs and Partial Asset Dispositions.
Presenters:
Technical Reporting Requirements
Time: Friday 9:05am - 9:35am Credits: 0.5 TB
This session will review 1031 reset elections and a deeper look at reporting with 163j interest limitation, Form 3115 change of accounting method applications, both automatic and non-automatic, and new rules for research expenditures.
Presenters:
Energy Tax Incentives
Time: Friday 9:45am - 10:35am Credits: 1 TB
Application of Energy Tax Incentives beginning in 2023 with the new Energy Star requirements and the shift to energy consultancy beginning with the design. Technical aspects for 179D (including Primary Designers), 45L tax credits, and prevailing wage requirements. Understand the application of the credits through practical examples.
Presenters:
R&D Tax Credits in the Construction Industry
Time: Friday 10:45am - 11:35am Credits: 1 TB
This session will discuss R&D Tax Credits in the Construction Industry: A look at the R&D lifecycle and R&D examples for the A&E and construction industries. New rules for research expenditures, and a look at industries impacted by § 174 Amortization.
Presenters:
Roundtable Q&A Session
Time: Friday 11:40am - 12:00pm Credits: 0.5 TB
Panel led by Karen Koch, CPA, MT, Partner - Source Advisors
Presenters:
I would like to claim CLE Credit for this conference for an additional fee $50
Time: Friday 1:00pm - 1:05pm
Objectives:
The Real Estate Tax Conference will cover the most up to date tax credits and new rules in the real estate and construction industry. There are many tax incentives and credits applicable to this industry.
Presenters:
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Karen Koch
Karen is a recognized expert in the tax treatment of fixed assets for commercial real estate and tax incentives for energy-efficient real estate, who has worked in public accounting and private industry for more than 25 years. As a CPA with a Master's in Taxation and an in-depth understanding of the engineering process, Karen creates unique planning strategies for a wide array of clients. She is...
Read more about Karen Koch here -
Brian Coddington
Brian Paul Coddington provides compliance, consultation, and audit representation services in the areas of tax accounting methods and credits. Mr. Coddington has represented taxpayers before the Internal Revenue Service in matters involving LIFO inventory methods, Uniform Capitalization ("UNICAP"), cost segregation, and research credit claims. He has represented clients before the I.R.S. National...
Read more about Brian Coddington here -
Imran Syed
Imran joined Source Advisors in 2010 and is currently the Senior Director of Energy Services. Imran is a mechanical engineer by trade and has more than 15 years of experience in sustainability and energy-efficient buildings and is a registered Professional Engineer (P.E.). He is also a Certified Energy Manager (CEM), HERS Rater, ENERGY STAR partner, and NABCEP PV Associate. Imran holds a master's...
Read more about Imran Syed here -
Max Vignola
Max joined Source Advisors in May 2021 and currently works as a Director of Technical Sales. He has more than 14 years of experience working with taxpayers of all industries to qualify and quantify R&D Tax Credits. Max specializes in the analysis and application of the R&D Tax Credit as it applies to each taxpayer.Prior to joining Source Advisors, Max was the Director of Tax and R&D at Bedford...
Read more about Max Vignola here -
Greg Bryant
Greg is Senior Managing Director at Source Advisors where he is responsible for key client relationships and strategic development for the firm. Prior to the Source/Bedford merger, Greg was founder and Managing Partner of Bedford, having successfully established the firm as a recognized industry leader, guiding Bedford to the completion of more than 14,000 Cost Segregation studies, covering a wide...
Read more about Greg Bryant here -
Michael Warady
Michael Warady, CFP is a Regional Director at Source Advisors who has helped clients secure over $360 million in increased cash flow through incentive strategies such as the Research & Development Tax Credit, Inventory Tax Planning Strategies (LIFO), Cost Segregation and other negotiated and statutory incentive programs. Over the past 15 years, Michael's clients have appreciated his consultative...
Read more about Michael Warady here
Presenters:
Karen Koch
Karen is a recognized expert in the tax treatment of fixed assets for commercial real estate and tax incentives for energy-efficient real estate, who has worked in public accounting and private industry for more than 25 years. As a CPA with a Master's in Taxation and an in-depth understanding of the engineering process, Karen creates unique planning strategies for a wide array of clients. She is...Read more about Karen Koch hereBrian Coddington
Brian Paul Coddington provides compliance, consultation, and audit representation services in the areas of tax accounting methods and credits. Mr. Coddington has represented taxpayers before the Internal Revenue Service in matters involving LIFO inventory methods, Uniform Capitalization ("UNICAP"), cost segregation, and research credit claims. He has represented clients before the I.R.S. National...Read more about Brian Coddington hereImran Syed
Imran joined Source Advisors in 2010 and is currently the Senior Director of Energy Services. Imran is a mechanical engineer by trade and has more than 15 years of experience in sustainability and energy-efficient buildings and is a registered Professional Engineer (P.E.). He is also a Certified Energy Manager (CEM), HERS Rater, ENERGY STAR partner, and NABCEP PV Associate. Imran holds a master's...Read more about Imran Syed hereMax Vignola
Max joined Source Advisors in May 2021 and currently works as a Director of Technical Sales. He has more than 14 years of experience working with taxpayers of all industries to qualify and quantify R&D Tax Credits. Max specializes in the analysis and application of the R&D Tax Credit as it applies to each taxpayer.Prior to joining Source Advisors, Max was the Director of Tax and R&D at Bedford...Read more about Max Vignola hereGreg Bryant
Greg is Senior Managing Director at Source Advisors where he is responsible for key client relationships and strategic development for the firm. Prior to the Source/Bedford merger, Greg was founder and Managing Partner of Bedford, having successfully established the firm as a recognized industry leader, guiding Bedford to the completion of more than 14,000 Cost Segregation studies, covering a wide...Read more about Greg Bryant hereMichael Warady
Michael Warady, CFP is a Regional Director at Source Advisors who has helped clients secure over $360 million in increased cash flow through incentive strategies such as the Research & Development Tax Credit, Inventory Tax Planning Strategies (LIFO), Cost Segregation and other negotiated and statutory incentive programs. Over the past 15 years, Michael's clients have appreciated his consultative...Read more about Michael Warady hereMajor Topics:
Sessions include:• R&D Tax Credits in the Construction Industry
• Application of Energy Tax Incentives
• Technical Reporting Requirements
• Outlook on New Legislation (Proposed and Recently Passed)
• Roundtable Q&A Session
Major Topics:
Sessions include:• R&D Tax Credits in the Construction Industry
• Application of Energy Tax Incentives
• Technical Reporting Requirements
• Outlook on New Legislation (Proposed and Recently Passed)
• Roundtable Q&A Session