COCPA | 2015 Real Estate Conference | November 17, 2015

COCPA | 2015 Real Estate Conference | November 17, 2015

COCPA | 2015 Real Estate Conference | November 17, 2015

The Colorado Society of CPA’s is presenting the 2015 Real Estate Conference which offers real estate professionals in all fields with tax, accounting and auditing updates.

Other topics include 1031 exchanges, IRA-owned real estate, capital deal structures, economic outlook and the current housing crisis.

All real estate professionals and investors will benefit from attending this conference!

Conference & Registration

8:30 – 9:20 am
The Economic Outlook for the U.S. and Colorado: Headwinds or Tailwinds?

Rich Wobbekind
Leeds School of Business University of Colorado at Boulder
• What will be the effect of changing federal reserve policies?
• Long term growth prospects: will labor shortages and demographic change impact our future?
• How will the Colorado economy and real estate industry fare in this environment?

9:20 – 10:10 am
Hot Market? Don’t Forget 1031 Exchanges!

Linda Garrett Levy
1031 Solutions LLC
• What property qualifies for a 1031 exchange? Explore the definition of “investment” property
• Reporting failed exchanges-tax benefits of using installment reporting for failed exchanges that span two tax years
• Update-the latest 1031 exchange rulings

10:10 – 10:25 am
Networking Break

10:25 – 11:15 am
Accounting and Auditing Update

Sean McDonald Tim Stueven
Anton Collins Mitchell LLP
• Accounting and auditing update
• Revenue recognition

11:15 am – 12:05 pm
Key Concepts for IRA-Owned Real Estate

Bill Humphrey
New Direction IRA Inc.
• Financial dynamics of a self-directed IRA real estate purchase
• Review of UBIT for IRAs generated by UDFI and UBIT
• Core information about self-directed IRAs for your clients

12:05 – 1:00 pm Lunch

1:00 – 1:50 pm
Creative Deal Structures

Jay Rollins
JCR Capital
• Discuss structural finance for commercial real estate investment
• Explore Financier “Tool Box” which will include tips & tricks of structuring equity, preferred equity, and mezzanine debt
• Understand how these structures allow the financier to be very profitable but protect the principal at the same time

1:50 – 2:25 pm Networking Break

2:25 – 3:40 pm
Tax Update – Dealer Property vs. Investment Property and Installment Sales

Justin Dodge Clay Sparks EKS&H LLLP
• Factors to consider: Real estate investments, historic rehab credits, and the changing laws in Colorado
• Helpful case law
• Creative structures to maximize capital gain
• Real estate transactions for capital gains and ordinary losses – dealer vs. investor

3:40 – 4:30 pm
Colorado’s Housing Crisis

Brady Iandiorio
Richmond Sprouse LLC
• Legislative history and update
• Construction defects role
• Miniscule inventory of condos and multi-family housing

Conference Pictures