Program Details
2025-07-31 13:00:00
Over 1,000+ webinars
Course Overview
2025-07-31 13:00:00
3h CLE Credits
Intermediate
3
1:00 pm - 2:00 pm ESTThis session offers attorneys practical guidance on real estate LLC structuring, covering entity selection, asset protection, liability mitigation, operating agreement drafting, and leveraging LLCs in 1031 exchanges to optimize client investment and development outcomes.
Nathan G. Osborn.
Joffrey Long
Kevin Jerry
Robert H.D. Genders
Dov A. Treiman 2:10 pm - 2:40 pm ESTThis session equips property owners with three IRS-approved tax strategies unknown to most CPAs, including when to segregate, expensing renovation trash and removal costs, and properly deducting major repairs typically depreciated, maximizing deferrals and deductions.
Nathan G. Osborn.Joffrey LongKevin JerryRobert H.D. GendersDov A. Treiman 2:40 pm - 3:10 pm ESTThis CLE session explores advanced 1031 exchange strategies, including reverse, improvement, partnership, and multi-property exchanges. Attendees learn timing discipline, how to avoid boot, and navigate complex ownership structures to maximize tax deferral and portfolio growth
Nathan G. Osborn.Joffrey LongKevin JerryRobert H.D. GendersDov A. Treiman 3:20 pm - 3:50 pm ESTThis session examines how lenders and insurers view LLCs differently than individual borrowers, addressing financing workarounds, challenges with existing lenders during property transfers, insurance carrier concerns, and practical steps for entities holding real estate assets.
Nathan G. Osborn.Joffrey LongKevin JerryRobert H.D. GendersDov A. Treiman 3:50 pm - 4:20 pm ESTExplore the conflicting interests between tenants, landlords, and municipalities in the short-term rental landscape. This session examines LLC owner vulnerabilities from both targeted short-term rental ordinances and general building codes with unexpected applications, plus the legal risks of employing self-help remedies.
Nathan G. Osborn.Joffrey LongKevin JerryRobert H.D. GendersDov A. Treiman
Nathan G. Osborn is an Equity Shareholder at Montgomery Little & Soran, PC, where he has built a distinguished practice at the intersection of real estate litigation, real estate transactions, and commercial litigation. Licensed to practice in both Colorado and Nebraska, Mr. Osborn brings a rare dual strength to his work: a seasoned trial attorney who has tried 65 cases, paired with the deep transactional expertise of a full-service corporate counsel. This combined perspective allows him to guide transactional clients around pitfalls that commonly lead to courtroom disputes, while bringing practical, transaction-informed insight to the cases he litigates. Beyond his client work, he is regularly retained as an expert witness in matters involving real estate issues, attorney fees, and trial-related questions.
Joffrey Long is a nationally recognized loan servicing expert witness and an active industry practitioner with more than four decades of experience in California real estate lending. As President of Southwest Bancorp — a loan servicer, maker, and arranger of both consumer-purpose and non-consumer-purpose real estate loans — Mr. Long brings something that sets him apart from many experts in the field: he is not a retired executive speaking from memory or a scholar commenting from the outside, but a working loan servicing professional whose opinions are grounded in day-to-day involvement with the industry as it operates today. He is frequently retained to testify in matters involving loan servicing, loan origination, and investment in real estate loans.
Kevin A. Jerry, MST, is a nationally recognized authority in real estate taxation and a leading voice in tax strategy for commercial and income property owners. As the owner and founder of Kevin A. Jerry MST & Associates (KAJMST), he has built the only firm in the United States dedicated exclusively to real estate tax strategies for commercial properties — a distinction that reflects both his depth of specialization and his commitment to serving an underserved segment of the tax advisory market. His expertise spans Tax Method Changes, Cost Segregation, Tangible Property Regulations (TPR), and Revenue Recognition Changes, and his firm holds the further distinction of being the only one in its industry approved to deliver continuing education courses to the CPA community. Mr. Jerry is also a Licensed Insurance Agent (National Producer Number 17788808), allowing him to offer an expanded suite of planning services to his clients.
Robert H.D. Genders, Esq., is the architect of Investment Counsel Exchange, a premier, attorney-led platform dedicated to the high-integrity execution of §1031 exchanges. With over 25 years of mastery across real estate law, 1031 sequencing, title operations, and strategic investment consulting, Mr. Genders provides an elite, multi-dimensional perspective on the evolving landscape of tax-deferred wealth. His work focuses on bridging the gap between traditional transactional infrastructure and modern, audit-ready compliance standards.
Dov A. Treiman is a Partner at Adam Leitman Bailey, P.C., where he co-manages the firm’s Landlord-Tenant Civil Litigation Practice and stands among the most respected authorities in the New York landlord-tenant bar. A partner at the firm since 2006, Mr. Treiman brings a rare combination of strengths to his practice: the analytical rigor of a scholar who has written more than 80 volumes on landlord-tenant law, paired with the practical skill of a litigator whose drafting of appellate briefs, legal documents, and motions has meaningfully enhanced the firm’s ability to secure favorable outcomes for its clients. His scholarship is not merely academic — it is the reference material relied upon daily by the New York City courts and by leading practitioners throughout the state.
Nathan G. Osborn is an Equity Shareholder at Montgomery Little & Soran, PC, where he has built a distinguished practice at the intersection of real estate litigation, real estate transactions, and commercial litigation. Licensed to practice in both Colorado and Nebraska, Mr. Osborn brings a rare dual strength to his work: a seasoned trial attorney who has tried 65 cases, paired with the deep transactional expertise of a full-service corporate counsel. This combined perspective allows him to guide transactional clients around pitfalls that commonly lead to courtroom disputes, while bringing practical, transaction-informed insight to the cases he litigates. Beyond his client work, he is regularly retained as an expert witness in matters involving real estate issues, attorney fees, and trial-related questions.
Joffrey Long is a nationally recognized loan servicing expert witness and an active industry practitioner with more than four decades of experience in California real estate lending. As President of Southwest Bancorp — a loan servicer, maker, and arranger of both consumer-purpose and non-consumer-purpose real estate loans — Mr. Long brings something that sets him apart from many experts in the field: he is not a retired executive speaking from memory or a scholar commenting from the outside, but a working loan servicing professional whose opinions are grounded in day-to-day involvement with the industry as it operates today. He is frequently retained to testify in matters involving loan servicing, loan origination, and investment in real estate loans.
Kevin A. Jerry, MST, is a nationally recognized authority in real estate taxation and a leading voice in tax strategy for commercial and income property owners. As the owner and founder of Kevin A. Jerry MST & Associates (KAJMST), he has built the only firm in the United States dedicated exclusively to real estate tax strategies for commercial properties — a distinction that reflects both his depth of specialization and his commitment to serving an underserved segment of the tax advisory market. His expertise spans Tax Method Changes, Cost Segregation, Tangible Property Regulations (TPR), and Revenue Recognition Changes, and his firm holds the further distinction of being the only one in its industry approved to deliver continuing education courses to the CPA community. Mr. Jerry is also a Licensed Insurance Agent (National Producer Number 17788808), allowing him to offer an expanded suite of planning services to his clients.
Robert H.D. Genders, Esq., is the architect of Investment Counsel Exchange, a premier, attorney-led platform dedicated to the high-integrity execution of §1031 exchanges. With over 25 years of mastery across real estate law, 1031 sequencing, title operations, and strategic investment consulting, Mr. Genders provides an elite, multi-dimensional perspective on the evolving landscape of tax-deferred wealth. His work focuses on bridging the gap between traditional transactional infrastructure and modern, audit-ready compliance standards.
Dov A. Treiman is a Partner at Adam Leitman Bailey, P.C., where he co-manages the firm’s Landlord-Tenant Civil Litigation Practice and stands among the most respected authorities in the New York landlord-tenant bar. A partner at the firm since 2006, Mr. Treiman brings a rare combination of strengths to his practice: the analytical rigor of a scholar who has written more than 80 volumes on landlord-tenant law, paired with the practical skill of a litigator whose drafting of appellate briefs, legal documents, and motions has meaningfully enhanced the firm’s ability to secure favorable outcomes for its clients. His scholarship is not merely academic — it is the reference material relied upon daily by the New York City courts and by leading practitioners throughout the state.
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
