Thursday, November 4, 2021 – Friday, November 5, 2021 | 8:00am – 12:30pm

Real Estate Conference

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You could pay $0 for this course! 
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible.The course ID for this conference is: 1132183 To learn more click here or contact Julia Ekelund at jekelund@masscpas.org.

Agenda

Thursday, November 4, 2021

 

8:25 – 8:30 a.m.

Opening Remarks

Amy Pitter, MA Society of CPAs

 

8:30 – 9:00 a.m.

Boston Planning Update

Michael Christopher, Boston Planning & Development Agency

This session will provide an overview of current planning and real estate development happening in the City of Boston.

 

9:00 – 10:00 a.m. 

Post Pandemic Tax Strategies and Opportunities

Jeff Hiatt, MS Consultants
Dave Fabian, MS Consultants
Kyle Young, MS Consultants

President Biden has called for increasing income tax rates and the capital gains tax rate, as well as repealing the like-kind exchanges for certain gains, resulting in fear of potential tax consequences for tax clients. During this session, we’ll discuss strategizing on the American Families Plan as it relates to real estate owners and developers. We will also cover benefits from recent revenue procedures and other tax tools available.

 

10:10 – 11:10 a.m. 

Using Robotic Process Automation and Application Integration to Gain a Competitive Advantage

Todd Knapp, Envision

Real estate has changed dramatically in the past 10 years — from marketing strategy to closing processes, virtually every step can benefit from either automation or third-party integration. Moreover, customers expect more from their agencies now than ever before, such as transparency to process, real-time or near real-time reporting on activity, digital tools for agent interaction, and digital flexibility in the closing process. During this session, we’ll analyze case studies of real-life customers and how they have used the Microsoft 365 ecosystem to automate process and connect to marketplace partners.

 

11:20 a.m. – 12:20 p.m. 

Opportunity Zone Update

Daniel Ryan, Sullivan Law

In this session, we’ll review the opportunity zone program and discuss the latest developments and various strategies for taking advantage of the program.

 

12:20 – 12:25 p.m.

Day One Closing Remarks

Amy Pitter, MA Society of CPAs

 

Friday, November 5, 2021

 

8:25 – 8:30 a.m. 

Opening Remarks

Amy Pitter, MA Society of CPAs

 

8:30 – 9:30 a.m. 

Anirban Basu and the Chamber of Data

Dr. Anirban Basu, Sage Policy Group, Inc.

During this session, we’ll look at economic data and analysis juxtaposing the pre-pandemic and pandemic world, and evaluate a forecast for the post-pandemic one. We’ll cover labor markets, financial markets, real estate, construction, consumer spending, business investment, international trade, and government finances.

 

9:40 – 10:55 a.m. 

Recent Developments for Lessors on the New Lease Accounting Standard

Leah Donti, CPA, CMA, MBA, Advantage Montreal Seminars Inc.

This session explains how lessors are impacted with recent developments from the FASB. Topics covered: accounting relief for certain variable lease payments; rent concessions; land easements; assessing for credit losses; and practical expedients on transition.

 

11:05 a.m. – 12:20 p.m. 

COVID-19 Accounting and Reporting Issues Facing the Real Estate Industry

Leah Donti, CPA, CMA, MBA, Advantage Montreal Seminars Inc.

2021 is proving to be another busy year for CPAs in accounting and reporting. During this informative session, we’ll focus on critical accounting issues with COVID-19 impacting the real estate industry, including accounting for payroll protection program (PPP) loans; impairment testing for goodwill, other intangibles and tangible assets; subsequent events and going concern; risks and uncertainties.

 

12:20 – 12:25 p.m.

Day 2 Closing Remarks

Amy Pitter, MA Society of CPAs

Speakers

Anirban Basu

Anirban Basu

Anirban Basu is chairman and CEO of Sage Policy Group, Inc., an economic and policy consulting firm in Baltimore that provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies and real estate developers among others. He also serves as the chief economist to Associated Builders and Contractors and as chief economic adviser to the Construction Financial Management Association. In 2007 and 2016, Basu was selected by the Daily Record as one of Maryland’s 50 Most Influential People, as well as one of the region’s 20 Most Powerful Business Leaders by The Baltimore Business Journal in 2010.

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Michael Christopher

Michael Christopher

Michael Christopher has been with the Boston Planning & Development Agency (BPDA) since 2013 and is currently the director of development review, providing strategic direction and review of development proposals from commercial and non-profit entities seeking to renovate or build in the City of Boston. Christopher has also worked closely with the Mayor’s Office of Intergovernmental Relations to coordinate efforts across city departments and divisions as they relate to matters concerning the BPDA.

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Leah Donti

Leah Donti

Leah Donti, CPA, CMA, MBA is the founder and president of Advantage Montreal Seminars Inc. An internationally recognized leader and speaker in accounting and auditing, she has led seminars for 29 years through her seminar business. She conducts in-house trainings at CPA firms and various multinationals and does CPE courses through CPA state societies. In addition, Donti speaks at numerous conferences across North America each year, discussing topics such as Financial Accounting Standards Board (FASB) updates, private company Generally Accepted Accounting Principles (GAAP) developments, International Financial Reporting Standards (IFRS), variable interest entities, accounting and auditing updates, U.S. Securities and Exchange Commission (SEC) and Public Company Accounting Oversight Board (PCAOB) updates, revenue recognition, stock-based compensation, business combinations, compilation and review and fair value accounting. For the last 10 years, she has received the AICPA Outstanding Discussion Leader Award for her passion, energy and ability to speak at all levels of professionals, which has made her a most sought-out speaker.

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David Fabian

David Fabian

Dave Fabian has been with MS Consultants for more than 20 years and is responsible for managing all cost segregation projects, including the areas of depreciation, tax, and engineering. Prior to joining MS Consultants, Dave had 12 years of experience in public accounting and private industry. He received his B.S. in Accounting from Canisius College and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

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Jeff Hiatt

Jeff Hiatt

Jeffrey Hiatt is director of New Business Development at MS Consultants, LLC. Since joining the firm in 1999, he has developed and fostered relationships with CPA firms, real estate professionals and accounting societies throughout the New England area helping to make MS Consultants the leading provider of Cost Segregation Studies in the Northeast.

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Todd Knapp

Todd Knapp

Todd Knapp is CEO of Envision Technology Advisers, a technology and business consulting firm that has offices in the Providence and Greater Boston areas. Since starting Envision in 1998, he has provided enterprise level consulting and implementation services to a vast range of businesses including public companies, multi-national banks, hospital systems, higher education institutions and financial services organizations. His career began in the small business and non-profit space, operating as an independent consultant. Knapp has been providing IT services nationally for 20 years and has an extensive background in enterprise network architecture and strategic planning.

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Amy Pitter

Amy Pitter

Amy Pitter is president and CEO of the Massachusetts Society of CPAs (MSCPA) where she is dedicated to serving the Society’s 11,000 members in public accounting, industry and business, government and education. Since joining the MSCPA in 2015, Pitter has advocated for increased diversity in the accounting industry and has developed new initiatives to make progress in this area, including launching programs for high school students in gateway cities, helping firms address diversity and inclusion challenges and sponsoring scholarships for low-income students to study accounting. A fervent advocate for diversity, equity and inclusion (DEI), Pitter signed on with 29 other organizations to actively address systemic racism and discrimination in businesses across the state in 2020. She also signed the CEO Action for Diversity and Inclusion Pledge in 2019, the largest CEO-driven business commitment for promoting diversity and inclusion in the workplace. The Pledge includes taking steps to make "workplaces trusting places to have complex, and sometimes difficult, conversations about diversity and inclusion" and making a concentrated effort to "implement and expand unconscious bias education." Since the signing the Pledge, the Society has developed a series of programs designed to help firms deepen their knowledge and grow their DEI efforts. Before joining the Society, Pitter was the former Commissioner for the Massachusetts Department of Revenue. She currently serves on the state’s Senate Revenue Working Group where she reviews the Massachusetts state tax code to identify ways the Commonwealth can modernize and improve its existing system. Pitter was named to Accounting Today’s Top 100 Most Influential People in Accounting in 2020, and for several years she has also been namedone of the Most Powerful Women in Accounting by CPA Practice Advisor. She has been featured in several news outlets, including Accounting Today, Boston Business Journal, Commonwealth Magazine, Associations Now, WBUR and The Boston Globe.

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Daniel Ryan

Daniel Ryan

Dan Ryan’s practice at Sullivan focuses on representing taxpayers in federal and state tax litigation and controversies as well as transactional planning involving corporate, franchise, personal income and sales/use tax matters. Prior to his employment at Sullivan, Ryan was an attorney at the Internal Revenue Service (IRS) Office of Chief Counsel, where he represented the IRS in litigation before the U.S. Tax Court and served as a special assistant U.S. attorney for the District of Massachusetts.

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Kyle Young

Kyle Young

Since joining MS Consultants in 2007, Kyle Young has consulted on Cost Segregation Studies, Tangible Property Regulations, Fixed Asset Reviews, §179D Deductions, Historic Rehabilitation Certification, and Energy Savings Analysis. He is responsible for analyzing depreciation schedules and related records for proper asset classification and preparing tax filings required in conjunction with engineering studies. Prior to joining MS Consultants, Kyle received a B.S. in accounting from Daemen College and spent four years with a Western New York public accounting firm.

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Sponsors

Conference Credits

This course is 8.00 credits

Conference Fees

MassCPAs-AICPA Member
$319.00
MassCPAs Member
$319.00
AICPA Member
$399.00
Non-Member
$399.00

Conference Cost

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$399.00
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