Family Office Fridays: A Focus on Real Estate

CPE 1.0

Webcast

Webcast overview

This webcast is in collaboration with Real Estate Tax Chat Series

Family offices have long recognized real estate as a cornerstone of long-term investment strategy, drawn by its potential for stable cash flow returns, capital appreciation, portfolio diversification and tax benefits. Family offices often have the flexibility to pursue a wide range of real estate opportunities, from direct property acquisitions to joint ventures and private real estate funds as the family office tailors real estate investments to specific family goals, risk profiles, and time horizons.

A number of unique tax considerations exist for family office and individual tax investors when navigating real estate investments. Please join KPMG LLP for a webcast with professionals from our Washington National Tax practice that discusses the following critical concepts for family office real estate investment:

  • Depreciation updates / section 163(j) real property elections after OBBBA           
  • Like-kind exchanges
  • Disguised sale considerations         
  • Real estate professional status and loss limitation issues             
  • Passive income generation considerations             
  • Dealer vs. investor treatment           
  • Qualified opportunity zone planning

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Meet our webcast team

Image of Robert S. Keller
Robert S. Keller
Partner, Washington National Tax, KPMG US
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Image of Tracey S. Spivey
Tracey S. Spivey
Partner, Tax, BTS Core, KPMG US
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Image of Ryan S. Taylor
Ryan S. Taylor
U.S. Industry Tax Leader – Building, Construction & Real Estate, KPMG U.S.
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Image of Paul D Chambers
Paul D Chambers
Tax Partner, KPMG LLP
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Image of Sabrina Ho Stimel
Sabrina Ho Stimel
Partner, Washington National Tax, KPMG US
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Image of Stephen J. Giordano
Stephen J. Giordano
Principal, Washington National Tax, KPMG US
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Image of Mike McMahon
Mike McMahon
Managing Director, KPMG LLP
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Image of Bradley R. Wilhelmson
Bradley R. Wilhelmson
Managing Director, Washington National Tax, KPMG US
Read bio
Image of Tracey S. Spivey
Tracey S. Spivey
Partner, Tax, BTS Core, KPMG US
Read bio
Image of Ryan S. Taylor
Ryan S. Taylor
U.S. Industry Tax Leader – Building, Construction & Real Estate, KPMG U.S.
Read bio
Image of Paul D Chambers
Paul D Chambers
Tax Partner, KPMG LLP
Read bio
Image of Sabrina Ho Stimel
Sabrina Ho Stimel
Partner, Washington National Tax, KPMG US
Read bio
Image of Stephen J. Giordano
Stephen J. Giordano
Principal, Washington National Tax, KPMG US
Read bio
Image of Mike McMahon
Mike McMahon
Managing Director, KPMG LLP
Read bio
Image of Bradley R. Wilhelmson
Bradley R. Wilhelmson
Managing Director, Washington National Tax, KPMG US
Read bio

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Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates or related entities.

The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation. KPMG LLP does not provide legal services.

The information contained herein is not intended to be “written advice concerning one or more Federal tax matters” subject to the requirements of section 10.37(a)(2) of Treasury Department Circular 230.

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