November 18, 2025


Live Webcast

AND

In-Person

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


8 CPE

2025 Advanced Tax Institute Day 2 - Real Estate & Partnerships


Sponsors

CPE Credits Available

8 CPE
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 19

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
Speaker:

TJ Wilkinson

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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.


Debt Allocations
Speaker:

Whit Cocanower

Debt allocations play a key role in how partnership income, losses, and distributions are shared among partners. This session will provide an overview of the rules, highlight recent developments, and explain what CPAs should watch for when advising clients or structuring agreements.


Break

TBD
Speaker:

Matthew Carruth

This session is still being planned. 


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  • Price

    $ 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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