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2025-06-12 08:25:00

14.25 Credits

Complex Issues in Drafting Partnership Agreements covers layer cake versus targeted allocations, Section 704(c) elections, debt allocation, tax distributions, and profits interests.

2025-06-12 08:25:00

14.25 hours

Complex Issues in Drafting Partnership Agreements covers layer cake versus targeted allocations, Section 704(c) elections, debt allocation, tax distributions, and profits interests.

2025-06-12 08:25:00

14.25 hours

1000+

Live stream programs

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Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Course Overview

Mastering Partnership and Real Estate Tax Strategies

Participants will learn advanced techniques for partnership allocations, estate planning transfers, lease structuring, and troubled debt workouts. These strategies enable practitioners to optimize tax outcomes across complex real estate transactions.

Key topics that will be covered

What will you learn

Attorneys will learn advanced partnership taxation strategies including capital shifts, crystallization of promote interests, Section 704(c) elections, and complex debt allocation rules.

What will you gain

Attorneys will gain practical skills for drafting partnership agreements, structuring like-kind exchanges, negotiating lease transactions, and navigating troubled debt workouts.

Capital Shifts
Analyzing taxable versus non-taxable reallocations of partnership appreciation among partners.
Estate Planning
Structuring grantor trust sales and SLATs for real estate investor clients.
Lease Transactions
Optimizing tax treatment of tenant inducements and improvement allowances.
Agreement Drafting
Selecting between layer cake and targeted allocation approaches in partnerships.
Like-Kind Exchanges
Addressing DST identification issues and construction timing requirements.
Debt Workouts
Applying Section 108 exclusions and structuring A/B note transactions.

What will you learn

Attorneys will learn advanced partnership taxation strategies including capital shifts, crystallization of promote interests, Section 704(c) elections, and complex debt allocation rules.

What will you gain

Attorneys will gain practical skills for drafting partnership agreements, structuring like-kind exchanges, negotiating lease transactions, and navigating troubled debt workouts.

Agenda

Session 1

Partnership Asset Appreciation Shifts and Promote Crystallization

Session 2

Estate Planning Strategies for Real Estate Investors

Session 3

Tax Implications of Leasing in Troubled Markets

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 Strategies

Session 8

Creative Deal Structures for Real Estate Transactions

Session 9

Tax Planning Under Tax Accounting Methods

Session 10

Navigating BBA Partnership Audit Procedures Effectively

Session 11

Legislative Outlook for Real Estate Industry

Session 12

Creative Planning for Cross-Border Real Estate Investment

Session 13

Complexities in Partnership Debt Allocation Rules

clock 8:30 am - 9:30 am EST

Partnership Asset Appreciation Shifts and Promote Crystallization

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

This session addresses the complexity of current year shifts in appreciation of partnership assets that occurred in prior years. Topics include capital shift taxation, the varying interest rule under Section 706, and the crystallization of promote interests into capital accounts with liquidation value.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

clock 9:30 am - 10:30 am EST

Estate Planning Strategies for Real Estate Investors

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

This presentation focuses on minimizing estate and gift taxes for real estate entrepreneurs through entity restructuring and gifting techniques. Key topics include grantor trust planning, valuation discounts, spousal lifetime access trusts, and sale-leaseback transactions for personal residences.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

clock 10:45 am - 12:00 pm EST

Tax Implications of Leasing in Troubled Markets

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

This session examines federal income tax ramifications of landlord-tenant lease negotiations in tenant-favorable markets. Topics include Section 467 rental agreements, tenant improvement allowances, leasehold inducement payments, and the critical determination of tax ownership for improvements.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

clock 1:00 pm - 1:45 pm EST

Ask the Experts: Real Estate Tax Questions

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

This interactive session provides an outstanding opportunity for the audience to raise tax questions with a panel of leading experts. Panelists draw from their extensive experience in partnership taxation, real estate transactions, and complex deal structuring.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

clock 1:45 pm - 3:00 pm EST

Complex Issues in Drafting Partnership Agreements

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

This panel discusses top negotiation items between joint venture parties and common drafting mistakes in partnership agreements. Topics include layer cake versus targeted allocations, Section 704(c) elections, debt allocation language, tax distributions, and partnership representative provisions.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

clock 3:15 pm - 4:30 pm EST

Hot Topics in Like-Kind Exchange Transactions

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

This panel covers recent developments and trends involving like-kind exchanges of real property. Key issues include DST considerations, dealer property characterization, construction exchanges, tenants-in-common structures, and parking arrangements within and outside safe harbors.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

clock 4:30 pm - 5:30 pm EST

Troubled Business Workouts and Debt Restructuring Strategies

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

This presentation covers issues associated with troubled businesses and debt restructuring with a focus on partnerships and real estate. Topics include foreclosure tax treatment, Section 108 exclusions, qualified real property business indebtedness, and A/B note structures in workouts.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

clock 8:45 am - 10:00 am EST

Creative Deal Structures for Real Estate Transactions

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

This session covers creative real estate deal structures related to joint venture entry and exit transactions. Topics include recapitalizations, revaluations, preserving negative capital accounts, debt and equity planning, and REIT planning strategies.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

clock 10:00 am - 11:00 am EST

Tax Planning Under Tax Accounting Methods

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

This panel discusses hot topic accounting method opportunities to optimize cash flow for real estate businesses. Strategic considerations and planning actions are examined in advance of potential tax reform legislation in 2025.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

clock 11:15 am - 12:15 pm EST

Navigating BBA Partnership Audit Procedures Effectively

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

This presentation discusses navigating BBA partnership audits, which are among the lengthiest and most complicated IRS administrative proceedings. Guidance is provided on efficiently managing audits amid IRS staffing uncertainty and changing agency priorities.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

clock 1:15 pm - 2:15 pm EST

Legislative Outlook for Real Estate Industry

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

This presentation focuses on current key national public policy issues and legislative actions under consideration affecting the real estate industry. The discussion covers potential regulatory changes and their impact on the overall economy.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

clock 2:15 pm - 3:30 pm EST

Creative Planning for Cross-Border Real Estate Investment

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

This presentation discusses structures to own US real estate in a tax-efficient manner for non-US investors. Special concerns are addressed when non-US persons become partners in partnerships or investment funds owning US real estate or mortgage debt.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

clock 3:45 pm - 5:00 pm EST

Complexities in Partnership Debt Allocation Rules

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

This presentation focuses on how partnership debt allocation rules operate in entities structured as partnerships and LLCs. Discussion includes the recent final related party debt allocation regulations and their practical implications for real estate transactions.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

01 13
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speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

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.

Recognition & Leadership

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.

Professional Involvement

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.

Experience

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.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

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.

Recognition & Leadership

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.

Professional Involvement

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.

Experience

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.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

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.

Recognition & Leadership

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.

Professional Involvement

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.

Experience

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.

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Robert D. Schachat.

BDO USA, LLP

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Andrea M. Whiteway

Ernst & Young LLP

James B. Sowell

KPMG LLP

Adam S. Feuerstein

PricewaterhouseCoopers

Ryan P. McCormick

The Real Estate Roundtable

David Friedline.

Deloitte Tax LLP

Farhad Aghdami

Williams Mullen

George Manousos

PricewaterhouseCoopers LLP

Miriam L. Fisher

Latham & Watkins

Jason B. Grover

Latham & Watkins

Paul H. Wilner.

Grossberg Company LLP

Paul H. Wilner.

Grossberg Company LLP

Brian J. O’Connor

Venable LLP

Glenn M. Johnson

Ernst & Young LLP

Glenn M. Johnson is a Principal in Ernst & Young LLP’s U.S. National Tax Department in Washington, DC, where he leads the U.S. PPP Infrastructure Tax Practice and serves as Director of Leasing Tax Services. He focuses on leasing, asset-based structured transactions, infrastructure finance, deferred like-kind exchanges, and captive leasing company structures, advising both developers and investors on a wide range of tax issues. He joined Ernst & Young in 1998 and has spent his entire career in the EY National Tax Department, becoming one of the firm’s leading authorities on leasing and infrastructure taxation. He is the former ABA Tax Section Chair of the Capital Recovery and Leasing subcommittee, a member of EY’s Federal Income Tax Committee, and leads EY’s Infrastructure Tax Committee. He has been a longtime member of the Equipment Leasing and Finance Association Federal Tax Committee for more than 13 years. He earned his LL.M. in Taxation from Georgetown University Law School, his J.D., with honors, from Boston University School of Law, and his B.A. in Economics from Wesleyan University.

Education & Credentials

Glenn holds a Bachelor of Arts in Economics from Wesleyan University, a Juris Doctor, with honors, from Boston University School of Law, and an LL.M. in Taxation from Georgetown University Law School — an academic trifecta that reflects the economics, law, and tax foundations that underpin his practice in leasing, infrastructure finance, and like-kind exchange transactions. He joined Ernst & Young in 1998 and has built his entire career in the firm's National Tax Department in Washington, DC.

Recognition & Leadership

Glenn is the former ABA Tax Section Chair of the Capital Recovery and Leasing subcommittee and leads EY's Infrastructure Tax Committee. He has been a member of the Equipment Leasing and Finance Association Federal Tax Committee for more than 13 years — a sustained engagement with the leasing industry's tax policy community that has made him a go-to authority on equipment leasing and infrastructure tax matters. His longtime participation as a panelist at the NYU Federal Real Estate and Partnerships Tax Conference reflects national-level peer recognition in the real estate and partnership tax community.

Professional Involvement

Glenn leads EY's Infrastructure Tax Practice and serves as Director of Leasing Tax Services. He is a former ABA Tax Section Capital Recovery and Leasing subcommittee Chair and a current member of EY's Federal Income Tax Committee and Infrastructure Tax Committee. He has been a member of the ELFA Federal Tax Committee for more than 13 years. He is a regular speaker at the NYU Federal Real Estate and Partnerships Tax Conference, the MACPA Advanced Tax Institute, and other national real estate and infrastructure tax forums.

Experience

Glenn Johnson has spent nearly three decades in EY's National Tax Department building one of the firm's leading specialized practices in leasing, infrastructure, and like-kind exchange taxation. His combination of a Boston University Law honors degree, a Georgetown Tax LL.M., and 25-plus years of practice advising developers, investors, and manufacturers on leasing structures, infrastructure finance, and tax-deferred exchanges has made him one of the most technically credentialed specialists in these fields at any Big Four firm. His ABA committee chairmanship, his ELFA committee tenure, his EY infrastructure practice leadership, and his sustained NYU Conference presence reflect a practitioner whose contributions to the profession extend well beyond his own client engagements.

Robert D. Schachat.

BDO USA, LLP

Over 40 years’ experience advising clients on 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.

Professional Involvement

Former Chair of Real Estate Committee of ABA Section of Taxation. Former Vice Chair of Tax Policy Advisory Committee of the Real Estate Roundtable. Former cochair of Cost Recovery Committee and member of Executive Committee of NYSBA Tax Section. Member of Government Relations and Real Estate Committees of ABA Section of Taxation.

Experience

Joined BDO in 2021 after 23 years in National Tax Real Estate Group of a big four accounting firm and 12 years as a partner in a Manhattan law firm practicing taxation of real estate. Published many articles and lectures frequently at real estate industry and tax conferences. Co-author with Jim Lowy of CCH treatise Taxation of REITs and UPREITs.

Steven R. Schneider.

Stroock & Stroock & Lavan LLP

Nationally recognized tax lawyer focusing on transactional, controversy and tax policy matters with significant experience in mergers & acquisitions, private equity and real estate funds, qualified opportunity zone funds, bioscience, cross-border tax, partnerships, real estate, REITs, international investors, and S corporations.

Professional Involvement

Former chair of ABA Partnership Tax Committee. Adjunct professor at Georgetown University Law Center.

Experience

Started career as a lawyer in the IRS' national office. Many years of national-level law firm and Big-4 accounting firm experience. Teaching advanced tax course on drafting partnership and LLC agreements at Georgetown University Law Center since 2005. Regular speaker at national tax venues. Published numerous articles.

Andrea M. Whiteway

Ernst & Young LLP

Andrea M. Whiteway is a Principal in the National Tax Department of Ernst & Young LLP, based in Washington, DC, where she focuses on sophisticated tax planning for partnerships, REITs, and real estate transactions. She has substantial experience in the dispositions and acquisitions of real estate and operating businesses, complex partnership transactions, REIT tax status and structured dispositions involving REITs, corporate acquisitions and mergers, structuring private REITs, and forward and reverse like-kind exchanges. She co-chairs the NYU School of Professional Studies Federal Real Estate and Partnerships Tax Conference alongside Paul Wilner, an annual gathering she has co-led for many years. She was the first woman to serve as Chair of the Real Estate Committee of the ABA Section of Taxation and has served as Chair of the Federal Taxation of Real Estate Committee of the ABA Section of Real Property, Trusts and Estates. She is an ACTC Fellow and a Legal 500 and Chambers USA-ranked leader. Prior to EY, she was a principal at McDermott Will & Emery, a partner at Arnold & Porter, and held tax roles at Steptoe & Johnson, Miles & Stockbridge, and Arthur Andersen.

Education & Credentials

Ms. Whiteway's academic credentials are supplemented by a career-long commitment to the tax profession's leadership. She was the first woman to chair the Real Estate Committee of the ABA Section of Taxation and is an elected Fellow of the American College of Tax Counsel. She has been listed in Best Lawyers in America in Tax Law across multiple consecutive editions, recognized by Chambers USA and Legal 500 as a leader in her field, and named by Washingtonian Magazine as one of the top lawyers in Washington, DC. She is co-chair of the NYU Federal Real Estate and Partnerships Tax Conference, one of the most prestigious annual gatherings of real estate tax practitioners in the country.

Recognition & Leadership

Ms. Whiteway is an ACTC Fellow, a Best Lawyers in America selectee in Tax Law (2008 to present), a Chambers USA leader, a Legal 500 recommended lawyer, and a Washingtonian Magazine top lawyer. She was the first woman to chair the ABA Tax Section's Real Estate Committee — a historic distinction — and serves as Chair of the Federal Taxation of Real Estate Committee of the ABA Section of Real Property, Trusts and Estates. Her co-chair role at the NYU Federal Real Estate and Partnerships Tax Conference reflects the deepest possible recognition from the profession she has helped define over multiple decades.

Professional Involvement

Ms. Whiteway is co-chair of the NYU School of Professional Studies Federal Real Estate and Partnerships Tax Conference, a member of the ABA Section of Taxation Real Property Committee, and Chair of the Federal Taxation of Real Estate Committee of the ABA Section of Real Property, Trusts and Estates. She is a former DC Bar Tax Section Committee Chair for Passthroughs and Real Estate and has served on the DC Bar Tax Section Steering Committee. She speaks regularly at the NYU Federal Real Estate and Partnerships Tax Conference, the AICPA Real Estate Conference, PLI Tax Strategies, and other leading real estate and partnership tax forums.

Experience

Andrea Whiteway has spent her career at the intersection of real estate, REIT, and partnership tax — building a practice at Arthur Andersen, Steptoe & Johnson, Miles & Stockbridge, Arnold & Porter, McDermott Will & Emery, and now EY that spans some of the largest and most complex real estate transactions in the country. Her technical depth in REIT structuring, private equity real estate fund formation, like-kind exchanges, complex partnership debt allocation, and cross-border real estate investment, combined with her first-woman-to-chair status at the ABA Tax Section Real Estate Committee, her ACTC fellowship, and her NYU Conference co-chairmanship, collectively define a career of exceptional leadership in one of tax law's most demanding and consequential specialty areas.

James B. Sowell

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, active in NAREIT Government Relations Committee.

Education & Credentials

Chief tax editor of the Florida Law Review. Graduate editor of New York University's Tax Law Review.

Professional Involvement

Former chairman of Real Estate Committee of ABA Tax Section. Former vice chairman of Tax Policy Advisory Committee of Real Estate Roundtable. Member of NAREIT Government Relations Committee. Board of Trustees for Southern Federal Tax Institute, formerly served as President.

Experience

Before joining KPMG, was with national tax offices of other major accounting firms. Prior to that, was with U.S. Department of Treasury Office of Tax Policy serving first as attorney advisor then associate tax legislative counsel. At Treasury, primarily responsible for administrative guidance and legislation involving partnerships, REITs, like-kind exchanges. Involved in regulations relating to partnership mergers and divisions, partnership basis adjustment regulations, regulations relating to amortization of intangible property, and legislation relating to taxable REIT subsidiaries. Former associate at King & Spalding LLP in Atlanta, Georgia.

Adam S. Feuerstein

PricewaterhouseCoopers

National Real Estate Tax Technical Leader at PricewaterhouseCoopers helping clients navigate complicated tax matters, assisting sponsors and investors in real estate funds on formation and investment matters, and advising public and private REIT clients through their life cycle.

Education & Credentials

J.D., cum laude, Harvard Law School. Masters in Public Policy, Harvard University's John F. Kennedy School of Government. B.S. with honors, Cornell University.

Professional Involvement

Active member in Tax Policy Advisory Committee of Real Estate Roundtable and National Association of Real Estate Investment Trusts. Served as adjunct professor at Georgetown University Law Center and Villanova University School of Law teaching partnership taxation and unrelated business income tax.

Experience

Worked on many REIT monetization, conversion and M&A transactions, PropCo/OpCo structures and IPOs. Co-author of treatise on Real Estate Investment Trusts for RIA's Catalyst series. Contributor to Guide to Global Real Estate Investment Trusts. Faculty member for Practicing Law Institute Real Estate Tax Forum and Real Estate M&A and REIT Transactions. Speaker on panels at REITWise.

Ryan P. McCormick

The Real Estate Roundtable

Ryan P. McCormick is Senior Vice President and Counsel at The Real Estate Roundtable in Washington, DC, where he is responsible for managing the organization’s tax policy activities. He coordinates the Roundtable’s Tax Policy Advisory Committee — a group of 150 leading real estate tax experts including in-house tax directors, general counsel, CFOs of major real estate companies, and senior partners from national law and accounting firms — and created and directs the Real Estate Research Consortium, which commissions and supports academic and economic research on real estate taxation. Ryan joined the Roundtable in May 2013 following nearly 11 years in the U.S. Senate as a tax and economic policy advisor to Senators Daniel Patrick Moynihan, John Kerry, Joe Lieberman, Bob Graham, and Bill Nelson. In the 112th Congress, he served as Staff Director of the Senate Finance Subcommittee on Fiscal Responsibility and Economic Growth. Prior to the Senate, he practiced tax law at Miller & Chevalier Chartered and was editor-in-chief of the University of Texas International Law Journal. He was a Fulbright Scholar. He holds a J.D. from the University of Texas School of Law and previously served as a tax associate at Miller & Chevalier.

Education & Credentials

Ryan holds a Juris Doctor from the University of Texas School of Law and was editor-in-chief of the University of Texas International Law Journal. He is a former Fulbright Scholar. His Senate service — including 11 years as a tax and economic policy advisor to five U.S. Senators and his role as Staff Director of the Senate Finance Subcommittee on Fiscal Responsibility and Economic Growth — combined with his Miller & Chevalier tax law practice experience, gives him an extraordinarily deep understanding of both tax policy and tax law from the legislative, executive, and private sector perspectives.

Recognition & Leadership

Ryan's recognition is grounded in his dual role as the leading tax policy voice of one of the most influential real estate trade organizations in Washington and as the creator of the Real Estate Research Consortium, which has commissioned and supported major academic and economic research on real estate taxation. His 11-year Senate career — advising five Finance Committee members on tax, budget, and economic policy — reflects the deepest possible immersion in the federal tax legislative process. His Fulbright scholarship and his editorial leadership of the University of Texas International Law Journal reflect academic distinction alongside his policy credentials.

Professional Involvement

Ryan coordinates the Real Estate Roundtable's Tax Policy Advisory Committee of 150 leading real estate tax experts and directs the Real Estate Research Consortium. He is a regular speaker at the NYU Federal Real Estate and Partnerships Tax Conference, where he delivers the annual Legislative Outlook for Real Estate address, and participates in the AICPA Real Estate Conference, the KPMG Financial Services Tax Conference, the ABA Tax Section, and the House Financial Services Committee. He also testified before the House Financial Services Committee on proxy process reform on behalf of the Roundtable.

Experience

Ryan McCormick has spent a decade at The Real Estate Roundtable translating nearly 11 years of Senate Finance Committee experience into the most effective real estate tax policy advocacy program in Washington. His creation of the Real Estate Research Consortium, his coordination of a 150-member Tax Policy Advisory Committee, and his annual Legislative Outlook address at the NYU Federal Real Estate Conference have made him the most authoritative voice in Washington on where real estate tax policy is heading and why. His Fulbright background, his Miller & Chevalier tax law experience, his UT Law Journal editorship, and his decade of Senate service to five Finance Committee members collectively define a practitioner whose unique combination of legal training, policy expertise, and institutional relationships has positioned him as an indispensable resource for the real estate tax community.

David Friedline.

Deloitte Tax LLP

Partner in New York office 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.

Education & Credentials

B.S. in Accounting from Florida State University College of Business. J.D. with honors from American University Law School. Studied tax law at Georgetown University Law Center.

Professional Involvement

Active in Real Estate Committee of ABA Tax Section. Chair of Subcommittee on Cancellation of Debt. Active in Tax Policy Advisory Committee of Real Estate Roundtable. Speaker at PLI, ABA Tax Section, AICPA, AFIRE, USC Tax Institute, Real Estate Roundtable, NCREIF, New York Private Equity Network. Serves on editorial board of Journal of Real Estate Taxation. Former Adjunct Professor of Partnership Taxation at Fordham University.

Experience

Served for several years as senior tax counsel and tax director to London and Stamford offices of GE Capital. Advises clients on U.S. tax aspects of domestic and cross-border investments including formation of partnerships and joint ventures, M&A transactions, capital raising and fund-formation, debt-workouts, leasing and tax-deferred exchanges, real estate securitizations. Commonly advises investment managers on tax considerations of institutional investors including FIRPTA, ECI, Section 892, qualified foreign pension fund exemptions, and UBTI.

Farhad Aghdami

Williams Mullen

Richmond Managing Partner at Williams Mullen focusing on wealth transfer tax planning, business succession planning, income tax planning for individuals and businesses, and fiduciary litigation, counseling high net worth individuals, families, middle market business owners, institutional fiduciaries, family offices and charitable entities.

Education & Credentials

B.A., 1989, University of Virginia. J.D., 1992, Wake Forest University School of Law. LL.M. in taxation, 1995, Georgetown University Law Center.

Recognition & Leadership

Listed (Band 1) in Chambers USA High Net Worth Guide for Private Wealth Law (2017-present). Listed in The Best Lawyers in America. Named Richmond Tax Lawyer of the Year (2015, 2018, 2024) and Richmond Trusts and Estates Lawyer of the Year (2016, 2019). Named one of top 50 lawyers in Richmond and top 100 lawyers in Virginia by Virginia Super Lawyers (2012-2015, 2017-present). Elected to National Association of Estate Planners & Councils Estate Planning Hall of Fame Class of 2024.

Professional Involvement

Southeast region chair of ACTEC and member of its Board of Regents. Chair of ACTEC Fiduciary Income Tax Committee, State Chairs Steering Committee, member of Business Planning Committee. Immediate past Virginia State chair of ACTEC. Board of trustees of Southern Federal Tax Institute. Former chair of Virginia Bar Association's Wills, Trusts, and Estates Section (2011-2013). Former chair of Fiduciary Income Tax Committee of ABA Tax Section (2003-2005). Former President of Estate Planning Council of Richmond (2011-2012). Planning chair of Conner-Zaritsky Advanced Estate Planning Institute. Board of directors of Virginia Museum of Fine Arts Foundation and Venture Richmond (chair). Member of Forum Club and 2006 Class of Leadership Metro Richmond.

Experience

Serves on board of directors of Mutual Assurance Society of Virginia and board of privately held third-generation construction materials business. Previously served as adjunct professor at University of Richmond School of Law and Washington & Lee's School of Law. Co-author of three tax treatises published by Thomson Reuters: Structuring Buy-Sell Agreements, Tax Planning for Family Wealth Transfers During Life, Tax Planning for Family Wealth Transfers at Death. Authored numerous articles in The Tax Lawyer and The Journal of Taxation. Quoted in The New York Times and Virginia Business.

George Manousos

PricewaterhouseCoopers LLP

Partner in 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, and tangible property repair costs.

Education & Credentials

B.S. in Business Administration, magna cum laude, Northeastern University, Boston, MA. M.S. in Taxation, with honors, American University, Washington, DC.

Professional Involvement

Member of AICPA. Certified Public Accountant licensed in Massachusetts and District of Columbia. Adjunct professor for graduate tax program at American University's Kogod School of Business. Frequent guest speaker on behalf of many professional organizations.

Experience

National leader of PricewaterhouseCoopers LLP's Section 199 practice. Consults with clients and represents clients before the IRS on Section 199 issues. Co-author of BNA Tax Management Portfolio 572 - Accounting Methods - Adoption and Changes.

Miriam L. Fisher

Latham & Watkins

Global Co-Chair of Tax Controversy Practice at Latham & Watkins focusing on federal and state tax controversy and litigation, representing domestic and multi-national businesses, non-profits, and high global wealth individuals in sophisticated tax matters.

Recognition & Leadership

Consistently ranked as leading tax lawyer by Chambers USA. American Bar Association Tax Section Civil and Criminal Tax Penalties Committee Jules Ritholz Memorial Merit Award (2018). Best Lawyers' Lawyer of the Year in Washington, D.C. for Litigation and Controversy – Tax (2017, 2019). Inducted to The Legal 500's Hall of Fame (2018). Recognized as Tax Controversy Leader by International Tax Review 2018.

Professional Involvement

Frequently speaks and writes on issues involving tax procedure, policy, and ethics.

Experience

Active tax litigation practice in federal and state trial and appellate courts. At examination and appeals stages achieves client goals through communication, substantive and procedural knowledge, innovative resolution-oriented strategies, and litigation-preparedness. Handles sensitive tax matters involving allegations of fraud and helps clients avoid severe penalties and potential criminal charges. Leads clients through voluntary disclosure and correction of compliance errors. Admitted to practice before US Tax Court, various US District Courts, US Court of Federal Claims, and US Courts of Appeals for Second, Third, Fourth, and Federal Circuits.

Jason B. Grover

Latham & Watkins

Counsel at Latham & Watkins resolving high-stakes disputes with the IRS on behalf of clients facing intractable tax controversies across a wide range of substantive issues, pursuing strategic solutions for taxpayers in all stages of federal tax controversies.

Professional Involvement

Recognized thought leader who frequently writes on tax matters and speaks before American Bar Association, Federal Bar Association, and other professional associations. Maintains active pro bono practice serving individual low income taxpayers.

Experience

Navigates complex audits including those involving potential criminal exposure, contentious IRS Independent Office of Appeals conferences, and litigation before US Tax Court, US Court of Federal Claims, and US district courts. Particular knowledge on procedural and substantive aspects of partnership audits under legacy TEFRA regime and new BBA rules. Before joining Latham, worked in another global law firm's tax controversy practice.

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Why Attend

Why this 
program matters

Mastering federal real estate and partnership taxation is essential for practitioners advising clients on complex transactions involving billions in assets and evolving regulatory requirements.
$57T
Total assets held by U.S. partnerships rose to $57.3 trillion in tax year 2023, up 9.1% from the prior year.
600%
The number of large partnerships (over $100 million in assets with 100+ partners) increased nearly 600 percent between tax years 2002 and 2019.
51%
Real estate and rental and leasing accounted for approximately half (50.7%) of all U.S. partnerships in tax year 2022.
$97B
Section 1031 like-kind exchanges contributed $97.4 billion to U.S. GDP in 2021 according to a macroeconomic impact study.

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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

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs