November 18, 2025


Live Webcast

AND

In-Person

Martin’s West
6817 Dogwood Rd, Woodlawn, Baltimore County, Maryland 21244


8 CPE Credits

2025 Advanced Tax Institute Day 2 - Real Estate & Partnerships


Sponsors

CPE Credits Available

8 CPE Credits
8
Taxes

Martin’s West

6817 Dogwood Rd, Woodlawn, Baltimore County, Maryland 21244

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Things to Know About This Course

Professional Area of Focus

  • Tax
  • Taxation
  • Practitioners

Provider

*Maryland

Agenda

November 18

Registration & Breakfast

Hot Topics in Section 1031 Like-Kind Exchanges
Speaker:

Glenn Johnson

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This panel covers a wide variety of recent developments and trends involving like-kind exchanges of real property, including an overview of section 1031 exchanges, partnership split-ups, parking arrangements within and outside of the safe harbor, construction exchanges, leases, pre- and post- exchange debt refinancing, and related party transactions.


Update from Capitol Hill
Speaker:

Evan Midgail

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Get the latest insights on federal tax legislation and policy developments from Washington, D.C. This session will highlight key proposals, enacted changes, and potential impacts on businesses and individuals, helping you anticipate what’s ahead.


Break

Drafting Partnership Agreements to Account for New Tax Laws
Speaker:

Brian O'Connor

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Recent tax law changes have created new challenges and opportunities for partnerships. This session will explore practical strategies for drafting and revising partnership agreements to ensure compliance, minimize risk, and take advantage of current tax rules.


Lunch


Section 83(b): Tax Planning for Equity Compensation
Speakers:

TJ Wilkinson

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Jordan M. Halle

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This presentation will provide an overview of the tax implications, procedural requirements, and practical techniques relating to Section 83(b) elections, including options if the election is missed. Attendees will gain actionable insights on the benefits, risks, and best practices for advising clients on timely and effective 83(b) elections.


Partnership Liability Allocations
Speaker:

Whit Cocanower

This program will provide an overview of the partnership liability rules under Section 752 and will highlight certain transactional issues and traps for the unwary. Special focus will be given to recently finalized regulations on liability allocations in partnerships with related partners.


Break

Tax Planning for Partnership Contributions and Distribution
Speaker:

Matthew Carruth

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An overview of the rules governing nonrecognition of gain or loss on contributions and distributions of partnership property, exceptions to those nonrecognition rules, other relevant income tax considerations, and planning opportunities.


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    $ 330 315

    Price includes $20.00 early registration discount(s) - expires 10/17

    Price includes $0.00 early registration discount(s) - expires 10/17

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