Construction and Real Estate Conference 2019

Dec 5, 2019 ‐ Dec 6, 2019


Build a course of action

This time last year, we faced tax reform. Twelve months later, we face the added variables of rising interest rates, materials costs and ongoing trade negotiations. In this new reality, it’s more important than ever to understand, and plan for, these trends.

Two vantage points for success

Seven industry-specific and combined tracks offer you and your firm more access to both fields’ top minds, plus a comprehensive lineup of crossover opportunities for learning and networking in these closely related sectors.


The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately. 


Sessions

Tax LookbackTax Lookback

Preview Available

Tax Lookback

Dec 5, 2019 5:15pm ‐ Dec 5, 2019 6:05pm

Identification: COR1927

Operation Minutes : 50

This session will be a case study in Tax Lookback.

Learning Objectives:
  • Understand the requirements for computation of tax lookback
  • Review foot to avoid in preparing the lookback calculation
Speaker(s):
Standard: $49.00

Blockchain Simplified (Repeated in Session COR1947)

Dec 5, 2019 5:15pm ‐ Dec 5, 2019 6:05pm

Identification: COR1928

Operation Minutes : 50

During this session, discover how to rethink construction using blockchain, artificial intelligence, machine learning, and big data.

Learning Objectives:
  • Define Blockchain and identify use cases
  • Understand how data sprawl has impacted the construction industry
  • Understand data warehousing best practices
  • Introduction to AI based process and integration engines
Speaker(s):
Tags: Combined
Standard: $49.00

Breadbox - A Capital Structure Response to IRC Section 118

Dec 5, 2019 5:15pm ‐ Dec 5, 2019 6:05pm

Identification: COR1929

Operation Minutes : 50

The session will review changes to IRC 118 and provide a capital structure program for private economic incentives development agreements between developers and public entities.

Learning Objectives:
  • Understand the 2017 tax act changes to IRC Section 118.
  • Review a capital structure program designed to minimize the impact to developers and public entities resulting from the 2017 changes to IRC Section 118.
Speaker(s):
Standard: $49.00

Cost Segregation in the Era of Tax Reform - Session Presented by Capstan

Dec 6, 2019 7:00am ‐ Dec 6, 2019 7:50am

Identification: COR19SS1

Operation Minutes : 50

The Tax Cuts and Jobs Act (TCJA) has created a wealth of new opportunities for the thoughtful owner of commercial real estate. A thorough cost segregation study is the vehicle by which TCJA benefits may be obtained. The Tangible Property Regulations (TPRs) are still in play in this post tax-reform era, and in fact augment the utility of the TCJA. This session will demonstrate how a strategic interplay of strategies old and new may be utilized to maximize tax savings on commercial real estate in the era of tax reform.

  • Cost Segregation – Vehicle for Savings
  • Bonus and Qualified Property Categories 
  • Section 179 
  • Expensing and Dispositions (Tangible Property Regulations) 
  • Combining Strategies Old and New to Maximize Savings

Learning Objectives:
  • The discussion will provide an overview of the new strategies outlined in the TCJA.
  • The discussion will go over multiple examples of their application and benefits.
Speaker(s):
Standard: $49.00

WIP Reports and the Impact of Rev Rec

Dec 6, 2019 7:00am ‐ Dec 6, 2019 7:50am

Identification: COR19SS2

Operation Minutes : 50

Work-In-Progress reports are critical, forward-thinking financial tools to help your clients manage their businesses’ profitability. The new Revenue Recognition standard will become a reality for some private contractors in 2020, which will impact how they run their WIP reports.

Learning Objectives:
  • We will cover the importance and best practices of WIP Reports.
  • We will identify whether or not your clients will need to account for the new Revenue Recognition standard, and how it will impact their WIP reports.
Speaker(s):
Standard: $49.00

Morning Remarks | Real Estate and Construction Trends around Digital

Dec 6, 2019 8:00am ‐ Dec 6, 2019 9:00am

Identification: COR1930

Operation Minutes : 50

Technology is rapidly transforming how buildings are being designed, built and operated around the world. Dodge Data & Analytics if a global leader in studying the business impact of these key trends. Steve Jones from Dodge will share highlights of their findings and show examples of what leading practitioners are doing.

Learning Objectives:
  • Understand how these major changes are impacting your clients.
  • Improve your role as a trusted advisor to your clients by increasing your knowledge of these critical trends.
Speaker(s):
Tags: Combined
Standard: $49.00

Surety PanelSurety Panel

Preview Available

Surety Panel

Dec 6, 2019 9:10am ‐ Dec 6, 2019 10:00am

Identification: COR1931

Operation Minutes : 50

The Surety Panel will be made up of two top Home Office executives of large bonding companies and the CEO of a national Surety brokerage firm. They will share with the audience several areas of interest ranging from the inner workings of the issues in the work in progress; the CPA as an advisor; change orders and claims on federal contracts; the role of the agent; submit IPN best practices and more.

Learning Objective:
  • The goal is for the audience to take away items of Surety knowledge that allow them to assist their clients and/or employers to obtain more Surety credit.
Speaker(s):
  • Geoff Delisio, Head of Surety, Berkshire Hathaway Specialty Insurance
  • Tad Nelson, Regional Underwriting Officer, Travelers Bond and Specialty Insurance
  • Michael Marino, Chairman and CEO, American Global
Standard: $49.00

How to Prepare Your Construction Business for a Sale

Dec 6, 2019 10:25am ‐ Dec 6, 2019 11:40am

Identification: COR1933

Operation Minutes : 75


Learning Objectives:
  • Indications of a possible exit transaction
  • Positioning a privately held company for an exit transaction
  • Supporting an exit transaction
  • Continuing to serve following an exit transaction
  • For service providers - Benefits of transaction support services
Speaker(s):
Standard: $49.00

Developing the Construction Cost Budget

Dec 6, 2019 10:25am ‐ Dec 6, 2019 11:40am

Identification: COR1934

Operation Minutes : 75

This session will:

  • Evaluate the thought process and methodology for developing the risk register/contingency at bid time.
  • Examine how it is included in the project budget and then evaluated throughout the life cycle of the project. 
  • The panelist will include business developers, owners, CFOs and senior estimators from both small and large contractors.    

Speaker(s):
Standard: $49.00

ESOPs and Shareholder Liquidity, Employee Engagement and Executive Compensation

Dec 6, 2019 10:25am ‐ Dec 6, 2019 11:40am

Identification: COR1935

Operation Minutes : 75

This session will dive deep into the tax and accounting attributes of an ESOP including examples and discussion on when the ESOP can be an attractive liquidity strategy for private businesses, partnerships, and divestiture.

Learning Objectives:
  • Understanding the personal, corporate, and retiree tax benefits of an ESOP
  • Understanding how an owner achieves fair market value, cash over time, and equity incentives in an ESOP
  • Understanding how an ESOP benefits management
  • Understand how an ESOP benefits employees
Speaker(s):
Standard: $49.00
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