CAREA December 2019 Seminar

www.CAREA.org

Tax Planning and Asset Protection by Attorney Michael Lee

Topic 1: End of Year Tax Planning for Real Estate Professionals

Impact of Tax Cuts and Jobs Act of 2017
Common deductions for real estate professionals
IRC Section 274(d)
Costly tax mistakes of real estate professionals
How to optimize tax savings for real estate professionals

Topic 2: Asset Protection for Real Estate

Real estate is one of the most exposed assets with regard to lawsuits.Real estate is highly visible, highly valuable, unmovable, and capturedby a lawsuit judgment with a single piece of paper. However, real estate is one of the most flexible assets to protect through proper planning with the use of business entities or trusts. Learn how properly structured real estate ownership and investment vehicles can protect real estate from lawsuit exposure and solve issues of joint ownership.

Presenter: Michael Lee, Managing Partner of RUI attorneys, a premier Bay Area law firm specializing in real estate development, estate and tax planning. Michael is a former attorney with United States Attorney’s Office and IRS Chief Counsel’s office. Examples of specialized representations include estate planning for nonresident aliens, complex real estate transactions and asset protection. Representative clients include multi-national companies, company directors and officers, persons of multiple-nationality / tax obligations, and fiduciaries. Michael is also an adjunct professor of law at Lincoln Law School of San Jose and a frequent lecturer at Santa Clara University School of Law.

Individual Ticket:

$40 for associate

$50 for non-associate

$80 including one-year association ($130 value)

Group Entrance:

$300 Silver Sponsor: 5 min. presentation + 2 seats

$500 Gold Sponsor: 5 min. presentation + 5 seats