Back to Search

Real Estate Taxation: Critical Considerations Webcast

CPE

When
Nov. 29
12:30 - 4:00 p.m.

CPE Credits
4-Tax

Details

 Pricing

PICPA Member: $139 | Nonmember: $189


 More Information

Course No.
752000
Level
Intermediate
Prerequisites
Some experience preparing tax returns involving real estate holdings and transactions
Note
Accepted for IRS credits.

Description

This course is a 'deep dive' into many aspects involving the taxation of real estate 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, operating, and selling 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 continues to have on the real estate industry, as well as the impact of COVID-19.

Highlights

  • The impact the Tax Cuts and Jobs Act has had on the real estate industry
  • Determining the basis when acquiring real estate
  • Rental operations
  • Depreciation and recapture
  • Calculation of gain or loss on sale of real estate
  • Passive activity losses
  • Installment sales


Speaker(s)

Joseph P. Nicola, Jr., JD, CPA, CVA
Tax Partner, Sisterson & Co. LLP
Pittsburgh, PA

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 Science in Taxation program. His course load included Corporate Taxation, Advanced Corporate Taxation, Reorganizations (Mergers and Acquisitions), Taxes as a Basis for Managerial Decisions, Taxation of Property Dispositions, and Taxation of Derivatives. He is also a published author of CPE/CLE texts and industry articles, and a frequent professional speaker.

Joe received his B.S. in Business Administration from Robert Morris University, and his Juris Doctor from the University of Pittsburgh School of Law.  Joe is a Certified Public Accountant, a Certified Valuation Analyst, and a Licensed Attorney in the Commonwealth of Pennsylvania.


You May Also Like

Buying and Selling a Business: Tax and Structuring Overview Webcast
Nov. 29 | Webinar
One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive ...
Section 199A Deduction: Rules & Forms Reporting Webinar
Oct. 11 | Webinar
This program addresses the Section 199A deduction for flow-through entity income, including a review of the major provisions, forms reporting, and recent developments. This event may be a rebroadcast ...
Real Estate Tax Boot Camp Webcast
Dec. 20 | Webinar
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 ...