The session will focus on an in depth analysis of key tax considerations and related issues for property owners considering utilizing partnerships and real estate investment trusts in the context of Rollups.

This session will explain the current estate and gift tax laws as they exist today, as well as, the 2026 changes that make planning today so important.  We will look at various tax efficient techniques used to transfer businesses to younger generations within the family. 

This session will provide an inside look at Washington, D.C., and what the spending decisions, tax debate, and infrastructure proposals mean to companies competing to be profitable in the construction industry. Matt Turkstra of the Associated General Contractors of America (AGC) looks at the construction policy agenda in Congress and the Biden Administration and how actions in Washington will impact the industry in 2022 and beyond.

This panel allows participants an opportunity to ask unanswered
questions that arise during the conference sessions or just to seek
differing points of view from the panel.

This session provides a review of ESG reporting and regulatory trends, and a discussion of why to comply and how to comply for private and public companies in the construction and real estate industries.

This session is an opportunity to interact with leaders in the construction tax arena. Attendees will gain: A review of current trends and developments impacting the construction tax industry Insights from a detailed discussion on tax topics presented in earlier sessions The opportunity to participate in Q&A on topics important to their company and/or practice

This session will discuss key elements in understanding appropriate valuation techniques and helpful insight relating to an external and internal transactions. The session will start with an industry overview including valuation observations in M&A transactions. The session will then pivot to a discussion of various approaches to value including specific considerations relevant to internal transactions. From there, such considerations and approaches relevant to internal transactions will be further broken down into management buyout, internal family (related-party) transaction as well as buy-sell triggering events.

If you have clients in this space, attend this class to deepen your knowledge and bring more value.

Construction financial statements rely heavily on estimates more than any other industry. This often presents the risk of a material misstatement. We will focus on tools and techniques to reduce the significant impact of these potential risks.

This session will explore key sustainability issues associated with brick and mortar real estate, specifically energy efficiency opportunities related to decarbonization, and associated issues relating to property data collection (technology and analysis), ESG reporting, governance and data quality. Additionally, we will discuss opportunities and risks associated with green financing and sustainable investments.