Real Estate Tax Boot Camp Webcast [RETC]

Nov 2, 2020
Time: 8:30am - 4:00pm



Credit Hours:



Member: $295.00
Non-member: $445.00

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Discussion Leader:

Joseph Nicola, CPA    more info

Joe Nicola is a Tax Partner with more than thirty-five years of experience in public accounting. Joe has experience in many diverse areas of taxation, including the taxation of and planning for individuals, family offices, and various forms of business entities, such as corporations, partnerships, and limited liability companies. Joe is particularly experienced in federal and multi-state tax matters that affect numerous industries and niches, including private equity, investments, natural resources, manufacturing, distribution, high technology, securities, and start-up businesses. He has consulted on technically complex matters, such as retirement planning, succession planning in the context of a family office, securities, partnership and corporate reorganizations and liquidations, and international tax matters. While in public practice, Joe also served for many years as an adjunct member of the faculty with Duquesne University's MBA and Master of Science in Taxation/Accountancy programs, as well as with Robert Morris University's Master of Taxation program. His course load included Corporate Taxation, Advanced Corporate Taxation, Reorganizations (Mergers and Acquisitions), Taxes as a Basis of Managerial Decisions, and Taxation of Derivatives. He is also a published author of CPE/CLE texts and industry articles, and a frequent professional speaker. Mr. Nicola received his BS degree in Business Administration from Robert Morris University and his JD degree from the University of Pittsburgh School of Law.

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Website registration for this course closes on November 1, 2020. To register after this date please contact the society at or 907-562-4334.

Full Description

Real Estate Tax Boot Camp Webcast (RETC)

November 2nd, 2020

For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.

This course is a deep dive into all things real estate tax related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing, and disposing of real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact the Tax Cuts and Jobs Act has had on the real estate industry.

Major Topics:
- Installment sales
- Rental operations
- Depreciation and recapture
- Determination of basis
- Passive activity losses
- At-risk rules
- Like-kind exchanges
- Calculation of gain or loss on sale of real estate

Learning Objectives:
- Learn how to determine the taxpayers basis in the property
- Learn the rules of real estate development
- Learn how the IRC taxes rental operations
-Understand the complex rules of depreciation, bonus depreciation, and Section 179
- Learn how to calculate gain or loss on the sale of real estate
- Understand the at-risk rules
- Understand the passive activity rules
-Understand the like-kind exchange rules

Designed For: CPAs who advise clients or their company on issues related to the acquisition, holding, management, and disposition of real estate

CPE Credits: 8, Taxation

Level of Knowledge: Intermediate

Prerequisite: Some experience preparing tax returns involving real estate holdings

Acronym: RETC

Discussion Leader: Joseph Nicola, CPA