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Subscribe to All-Access Pass – $3952025-06-13 08:45:00
2025-06-13 08:45:00
8 Credits
2025-06-13 08:45:00
2025-06-13 08:45:00
Course Overview
Attorneys will learn about disguised sale rules, Section 1031 exchanges, partnership audit procedures, cross-border investment structures, accounting method planning, and legislative developments affecting real estate.
Attorneys will gain practical strategies for structuring tax-efficient real estate transactions, navigating BBA partnership audits, and planning for proposed legislative changes.
Attorneys will learn about disguised sale rules, Section 1031 exchanges, partnership audit procedures, cross-border investment structures, accounting method planning, and legislative developments affecting real estate.
Attorneys will gain practical strategies for structuring tax-efficient real estate transactions, navigating BBA partnership audits, and planning for proposed legislative changes.
Agenda
Session 1
Partnership Asset Appreciation Shifts and Promote Interests
Session 2
Estate Planning Strategies for Real Estate Owners
Session 3
Leasing Property in a Troubled Real Estate Market
Session 4
Ask the Experts: Real Estate Tax Questions
Session 5
Complex Issues in Drafting Partnership Agreements
Session 6
Hot Topics in Like-Kind Exchange Transactions
Session 7
Troubled Business Workouts and Debt Restructuring
Session 8
Creative Real Estate Deal Structures and Planning
Session 9
Tax Planning Under Accounting Methods
Session 10
Navigating BBA Partnership Audit Procedures
Session 11
Legislative Outlook for Real Estate Industry
Session 12
Cross-Border Real Estate Investment Tax Planning
Session 13
Complexities in Partnership Debt Allocation Rules
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
This session explores the complex rules governing shifts in appreciation of partnership assets and crystallization of promote interests. Topics include the varying interest rule, retroactive allocation amendments, and the tax implications of current-year shifts in appreciation that occurred in prior years.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Focus on minimizing estate and gift taxes through strategic management and ownership of real estate assets. The discussion covers entity restructuring, succession concerns, state law issues, and gifting and sales techniques tailored specifically for real estate entrepreneurs.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Examination of federal income tax ramifications from various landlord/tenant lease negotiation incentives in a tenant-favorable market. Topics include rent reductions, rent holidays, tenant inducement payments, tenant allowances, and landlord improvements.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
An interactive opportunity for attendees to raise tax questions with a distinguished panel of leading real estate tax experts. The panel draws from diverse backgrounds including law firms, Big Four accounting, and specialized advisory practices.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Seasoned practitioners discuss top negotiation items between joint venture parties and common mistakes found in partnership agreements. Coverage includes partnership debt planning, built-in gain allocation negotiations, tax distributions, and BBA audit provisions.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Comprehensive coverage of recent developments and trends in Section 1031 like-kind exchanges of real property. Topics include partnership split-ups, parking arrangements, construction exchanges, leaseholds, debt refinancing strategies, and the definition of real property under 2020 regulations.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
This presentation addresses tax issues associated with troubled businesses and debt restructuring with particular focus on partnerships and real estate. Topics include cancellation of debt income, insolvency exceptions, and workout strategies.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Exploration of creative deal structures for entering and exiting joint ventures, including the disguised sale rules, debt finance distribution exceptions, and mixing bowl transactions. Strategies covered include cherry picking, loan-out arrangements, partial cash redemptions, and related party basis adjustments.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Discussion of hot topic accounting method opportunities including Section 174 R&D capitalization, Section 460 long-term contracts, and strategies for increasing basis. The session also covers proposed legislative changes including building bonus provisions and Section 163(j) modifications.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Guidance on efficiently navigating BBA partnership audits, which have replaced the TEFRA regime. Topics include the partnership representative’s authority, push-out elections, modification procedures, penalty defenses, and critical partnership agreement planning provisions.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Analysis of the One Big Beautiful Bill and its impact on real estate, including Section 199A extension, bonus depreciation reinstatement, and Section 899 retaliatory tax measures. The session addresses opportunity zones, LIHTC changes, factory expensing, and expected Senate modifications.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Examination of structures for foreign persons to own U.S. real estate tax-efficiently, including FIRPTA analysis, REIT structures, and qualified foreign pension fund benefits. Topics include Section 899 implications, portfolio interest planning, and parallel fund structures.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
In-depth focus on how partnership debt allocation rules operate in entities structured as partnerships and LLCs. The presentation covers qualified versus non-qualified liabilities, recourse and non-recourse debt allocation, and recent final related party debt allocation regulations.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
speakers
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
Grossberg Company LLP
Venable LLP
EY National Tax
BDO USA
Hogan Lovells
Principal at Ernst & Young
KPMG LLP
PricewaterhouseCoopers
The Real Estate Roundtable
Deloitte Tax LLP
Williams Mullen
PricewaterhouseCoopers LLP
Latham & Watkins
Latham & Watkins
Grossberg Company LLP
Paul H. Wilner is an Advisor at Grossberg Company LLP in Bethesda, Maryland, where he focuses on federal income tax matters involving troubled business workouts and complex real estate, partnership, REIT, and business transactions. He recently retired as Managing Partner and Lead Tax Partner of the firm and now serves in an advisory capacity through his professional corporation. For many years, he has served as co-chair of the NYU School of Professional Studies Federal Real Estate and Partnerships Tax Conference alongside Andrea Whiteway of EY — one of the most respected annual forums for real estate and partnership tax professionals in the country. He has served as Chair of the AICPA Partnership Technical Resource Panel, Chair of the AICPA’s annual National Real Estate Tax Conference, Chair of the NYU annual National Real Estate and Partnership Tax Conference, Chair of the Greater Washington Society of CPAs Federal Taxation Committee, and as a member of the AICPA Tax Executive Committee. Washingtonian Magazine has named him one of the top tax accountants in Washington, DC.
Venable LLP
EY National Tax
Principal in Ernst & Young LLP’s US National Tax Department who leads the US PPP Infrastructure Tax Practice and is Director of Leasing Tax Services, experienced in planning leasing and other asset-based structured transactions.
BDO USA
Robert D. Schachat is a Managing Director in BDO USA’s National Tax practice, where he focuses on all federal income tax aspects of real estate, including REIT, partnership, LLC, and S corporation formations, acquisitions, like-kind exchanges, development, leases, financings, workouts, dispositions, and liquidations. He is co-author (with Jim Lowy) of the CCH treatise Federal Taxation of Real Estate Investment Trusts — the definitive reference work on REIT taxation — and is a frequent author and speaker at real estate industry and tax conferences. He joined BDO in 2021 after 23 years in the National Tax Real Estate Group of a Big Four accounting firm and 12 years as a partner in a Manhattan law firm specializing in real estate taxation, bringing more than 40 years of total real estate tax experience to his current role. He has served as Chair of the Real Estate Committee of the ABA Section of Taxation, Vice Chair of the Tax Policy Advisory Committee of The Real Estate Roundtable, and Conference Chair of the NYU Like-Kind Exchange Tax Conference. He holds an S.B. from MIT and a J.D. and LL.M. from New York University School of Law.
Hogan Lovells
Steven R. Schneider is a Partner at Hogan Lovells in Washington, DC, where he focuses on transactional and tax policy matters primarily in the areas of partnerships, limited liability companies, REITs, and energy transition. He is a nationally recognized tax lawyer with significant experience in mergers and acquisitions, private equity and real estate funds, qualified opportunity zone funds, data centers, cross-border tax, REITs, bioscience, international investors (including sovereigns), and S corporations. He started his career as a lawyer in the IRS’s national office and has had many years of national-level law firm and Big Four accounting firm experience, including prior roles at Stroock & Stroock & Lavan, Baker & McKenzie, and Goulston & Storrs. He previously chaired the ABA Partnership Tax Committee and has taught a course on drafting partnership and LLC agreements at Georgetown University Law Center since 2005. He holds a B.S. in Accounting from Bryant College, a J.D. from Washington University in St. Louis School of Law, and an LL.M. in Tax from Georgetown University Law Center.
Principal at Ernst & Young
Principal in the National Tax Department of Ernst & Young LLP with substantial experience in sophisticated tax planning involving partnerships, including dispositions and acquisitions of real estate and operating businesses, complex partnership transactions, REIT tax status, corporate acquisitions and mergers.
KPMG LLP
Former chairman of the Real Estate Committee of the American Bar Association Tax Section and former vice chairman of the Tax Policy Advisory Committee of the Real Estate Roundtable, with extensive experience in partnership, REIT, and real estate tax matters.
PricewaterhouseCoopers
National Real Estate Tax Technical Leader at PricewaterhouseCoopers, LLP, helping clients navigate complicated tax matters with a practical business approach, particularly assisting sponsors and investors in real estate funds and advising public and private REIT clients.
The Real Estate Roundtable
Senior Vice President and Counsel at The Real Estate Roundtable, overseeing tax policy activities and coordinating industry-wide advocacy efforts in Washington focused on tax reform legislation.
Deloitte Tax LLP
Partner and leader of Global Funds Tax Advisory Services Group and Homebuilding Industry Group with over 30 years of real estate, private equity, and infrastructure industry experience serving closed and open-end funds, public REITs, and home builders.
Williams Mullen
Williams Mullen’s Richmond Managing Partner focusing on wealth transfer tax planning, business succession planning, income tax planning for individuals and businesses and fiduciary litigation, counseling high net worth individuals, middle market business owners, institutional fiduciaries, family offices and charitable entities.
PricewaterhouseCoopers LLP
Partner in the Federal Tax Services group of Washington National Tax Services practice specializing in tax accounting including accounting methods, timing of income and deductions, depreciation and amortization, capitalization issues, merger and acquisition transaction costs, tangible property repair costs, and IRS requests for accounting method changes.
Latham & Watkins
Global Co-Chair of the Tax Controversy Practice at Latham & Watkins, focusing on federal and state tax controversy and litigation, successfully representing domestic and multi-national businesses, non-profits, and high global wealth individuals in disputes involving sophisticated tax matters.
Latham & Watkins
Counsel at Latham & Watkins who resolves high-stakes disputes with the IRS on behalf of clients facing intractable tax controversies, pursuing strategic solutions for taxpayers including the world’s largest corporations, emerging companies, and high-net-worth individuals.
Grossberg Company LLP
Paul H. Wilner is an Advisor at Grossberg Company LLP in Bethesda, Maryland, where he focuses on federal income tax matters involving troubled business workouts and complex real estate, partnership, REIT, and business transactions. He recently retired as Managing Partner and Lead Tax Partner of the firm and now serves in an advisory capacity through his professional corporation. For many years, he has served as co-chair of the NYU School of Professional Studies Federal Real Estate and Partnerships Tax Conference alongside Andrea Whiteway of EY — one of the most respected annual forums for real estate and partnership tax professionals in the country. He has served as Chair of the AICPA Partnership Technical Resource Panel, Chair of the AICPA’s annual National Real Estate Tax Conference, Chair of the NYU annual National Real Estate and Partnership Tax Conference, Chair of the Greater Washington Society of CPAs Federal Taxation Committee, and as a member of the AICPA Tax Executive Committee. Washingtonian Magazine has named him one of the top tax accountants in Washington, DC.
Venable LLP
EY National Tax
Principal in Ernst & Young LLP’s US National Tax Department who leads the US PPP Infrastructure Tax Practice and is Director of Leasing Tax Services, experienced in planning leasing and other asset-based structured transactions.
BDO USA
Robert D. Schachat is a Managing Director in BDO USA’s National Tax practice, where he focuses on all federal income tax aspects of real estate, including REIT, partnership, LLC, and S corporation formations, acquisitions, like-kind exchanges, development, leases, financings, workouts, dispositions, and liquidations. He is co-author (with Jim Lowy) of the CCH treatise Federal Taxation of Real Estate Investment Trusts — the definitive reference work on REIT taxation — and is a frequent author and speaker at real estate industry and tax conferences. He joined BDO in 2021 after 23 years in the National Tax Real Estate Group of a Big Four accounting firm and 12 years as a partner in a Manhattan law firm specializing in real estate taxation, bringing more than 40 years of total real estate tax experience to his current role. He has served as Chair of the Real Estate Committee of the ABA Section of Taxation, Vice Chair of the Tax Policy Advisory Committee of The Real Estate Roundtable, and Conference Chair of the NYU Like-Kind Exchange Tax Conference. He holds an S.B. from MIT and a J.D. and LL.M. from New York University School of Law.
Hogan Lovells
Steven R. Schneider is a Partner at Hogan Lovells in Washington, DC, where he focuses on transactional and tax policy matters primarily in the areas of partnerships, limited liability companies, REITs, and energy transition. He is a nationally recognized tax lawyer with significant experience in mergers and acquisitions, private equity and real estate funds, qualified opportunity zone funds, data centers, cross-border tax, REITs, bioscience, international investors (including sovereigns), and S corporations. He started his career as a lawyer in the IRS’s national office and has had many years of national-level law firm and Big Four accounting firm experience, including prior roles at Stroock & Stroock & Lavan, Baker & McKenzie, and Goulston & Storrs. He previously chaired the ABA Partnership Tax Committee and has taught a course on drafting partnership and LLC agreements at Georgetown University Law Center since 2005. He holds a B.S. in Accounting from Bryant College, a J.D. from Washington University in St. Louis School of Law, and an LL.M. in Tax from Georgetown University Law Center.
Principal at Ernst & Young
Principal in the National Tax Department of Ernst & Young LLP with substantial experience in sophisticated tax planning involving partnerships, including dispositions and acquisitions of real estate and operating businesses, complex partnership transactions, REIT tax status, corporate acquisitions and mergers.
KPMG LLP
Former chairman of the Real Estate Committee of the American Bar Association Tax Section and former vice chairman of the Tax Policy Advisory Committee of the Real Estate Roundtable, with extensive experience in partnership, REIT, and real estate tax matters.
PricewaterhouseCoopers
National Real Estate Tax Technical Leader at PricewaterhouseCoopers, LLP, helping clients navigate complicated tax matters with a practical business approach, particularly assisting sponsors and investors in real estate funds and advising public and private REIT clients.
The Real Estate Roundtable
Senior Vice President and Counsel at The Real Estate Roundtable, overseeing tax policy activities and coordinating industry-wide advocacy efforts in Washington focused on tax reform legislation.
Deloitte Tax LLP
Partner and leader of Global Funds Tax Advisory Services Group and Homebuilding Industry Group with over 30 years of real estate, private equity, and infrastructure industry experience serving closed and open-end funds, public REITs, and home builders.
Williams Mullen
Williams Mullen’s Richmond Managing Partner focusing on wealth transfer tax planning, business succession planning, income tax planning for individuals and businesses and fiduciary litigation, counseling high net worth individuals, middle market business owners, institutional fiduciaries, family offices and charitable entities.
PricewaterhouseCoopers LLP
Partner in the Federal Tax Services group of Washington National Tax Services practice specializing in tax accounting including accounting methods, timing of income and deductions, depreciation and amortization, capitalization issues, merger and acquisition transaction costs, tangible property repair costs, and IRS requests for accounting method changes.
Latham & Watkins
Global Co-Chair of the Tax Controversy Practice at Latham & Watkins, focusing on federal and state tax controversy and litigation, successfully representing domestic and multi-national businesses, non-profits, and high global wealth individuals in disputes involving sophisticated tax matters.
Latham & Watkins
Counsel at Latham & Watkins who resolves high-stakes disputes with the IRS on behalf of clients facing intractable tax controversies, pursuing strategic solutions for taxpayers including the world’s largest corporations, emerging companies, and high-net-worth individuals.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
|---|---|---|---|---|
| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
|
Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
| Earn "Live" CLE credit |
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Ability to Ask Questions During the Presentation via a Chat Box |
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| Attend "Live" Re-Broadcasts |
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| Exclusive Partner Webinars & Events |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion |
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| Personalized CLE Platform |
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| Live Conferences |
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| Bootcamps |
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| Access type |
Pay per class Unlimited annual access Unlimited annual access Unlimited access for all firm members |
|---|---|
| Number of Available Webinars | 1 1,000+ 1,000+ 1,000+ |
| Number of New Webinars Added Yearly | Limited 500+ 500+ 500+ |
| Earn "Live" CLE credit |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events |
|
|
Special credits (Ethics, Elimination of Bias, etc.) |
|
| Instant Certificates After Completion |
|
| Personalized CLE Platform |
|
| Live Conferences |
|
| Bootcamps |
|
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Closed-captioning available
2026-06-19 13:00:00
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
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Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2025-12-11 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats