Thursday, June 18, 2026
8:05am-9:20am
A - Commercial Real Estate Update
Credits: 1.5 ST
Michael Bull, CCIM
Bull Realty, Inc.
,
Atlanta, GA
Don't miss this opportunity to stay ahead of the curve in the competitive commercial real estate market! Whether you're advising property owners, developers or investors, this session will equip you with the knowledge and insights needed to navigate market shifts, identify opportunities and maximize returns in commercial real estate transactions. Join us for an engaging session that will enhance your expertise and empower you to excel in the dynamic world of commercial real estate finance and accounting.
9:30am-10:45am
B - Economic Update
Credits: 1.5 EO
Dr. Roger C. Tutterow, Ph.D.
Director, Econometric Center
/
Kennesaw State University Coles Colle Coles College of Business
,
Kennesaw, GA
Stay informed with an exclusive economic update session tailored specifically for CPAs specializing in the vibrant real estate industry. In this dynamic presentation, Dr. Roger Tutterow, Ph.D., professor of economics and director of the Econometric Center at Kennesaw State University’s Coles College of Business, will provide a comprehensive analysis of current economic trends and their implications for real estate professionals.
10:55am-11:45am
C - Cost Segregation in Action: Practical Guidance for CPAs
Credits: 1.0 TT
Amar Patel, CPA, CCSP
KBKG - Tax Credits, Incentives, Cost Recovery (Atlanta Office)
,
Atlanta, GA
Discover how cost segregation can accelerate depreciation, improve cash flow and create significant tax savings for real estate clients. This session will cover key qualification considerations, recent tax developments, software solutions available and practical planning strategies CPAs can use to maximize benefits for property owners and investors.
12:45pm-2:00pm
D1 – AI in Real Estate
Credits: 1.5 IN
Nancy Wasdin, J.D.
Wasdin Law LLC & Wasdin Closing Group LLC
,
Alpharetta, GA
AI is here to stay! From everyday questions to complicated research, AI is permeating all aspects of our lives and. In real estate, there are upsides, aAI is here to stay! From everyday questions to complicated research, AI is permeating all aspects of our lives and. In real estate, there are upsides, and some pretty big downsides. Hear an in-depth professions discussion of the intersection of AI and real estate. You'll leave feeling empowered to advise your clients and keep up your knowledge in this rapidly changing landscape.nd some pretty big downsides. Hear an in-depth professions discussion of the intersection of AI and real estate. You'll leave feeling empowered to advise your clients and keep up your knowledge in this rapidly changing landscape.
12:45pm-2:00pm
D2 – Paper Trails and Phony Tales: Detecting Mortgage Application Fraud
Credits: 1.5 AO
Brandi O. Steinberg, CPA, CFE
Forensic Accountant
/
IAG Forensics & Valuation
,
Atlanta, GA
Jennifer Brown, CDLP, CVLS, CADP
Neighborhood Mortgage, Inc.
,
Alpharetta, GA
This presentation will include examples of “fraud for housing” whereby the applicant lies to own the home, intending to make the payments. Fraud for housing can include the falsification of employment, income, and/or assets as well as the occupancy on the mortgage application. Additionally, we will review red flags and how we identify and mitigate mortgage fraud.
2:10pm-3:00pm
E1 – Implementing Tax & Estate Planning Opportunities for High-Net-Worth Individuals in an Ever-Changing Environment
Credits: 1.0 TT
Nikola R. Djuric, Esq.
Djuric Spratt
,
Atlanta, GA
Matthew Steinberg, CPA
Bessemer Trust
,
Atlanta, GA
Discuss and review high net worth tax planning strategies such as: charitable planning (qualified charitable distribution vs. donor advised fund lifetime exemption planning), annual exclusion and ILITs, state and local taxes, ROTH IRA conversions, active vs. passive participant (QBI and net investment income), 1031 exchange and qualified opportunity zones.
2:10pm-3:00pm
E2 – Resurgence of Opportunity Zone Issues: Recent Tax, Enforcement and Legislative Matters
Credits: 1.0 TT
Hale E. Sheppard, Esq.
Eversheds Sutherland (US) LLP
,
Atlanta, GA
Opportunity zones began attracting thousands of investors in 2018, and now they attracted the attention of Congress and the IRS, too. This presentation explains the purpose of opportunity zones, three main tax benefits for investors, penalties for violations, relevant filing requirements, evolving administrative guidance, special anti-abuse mechanisms, initial criticisms, burgeoning enforcement efforts and recent changes by the One Big Beautiful Bill Act.
3:10pm-4:25pm
F - Current Trends in Commercial Real Estate Finance
Credits: 1.5 ST
Lance Patterson
Patterson Real Estate Advisory Group
,
Atlanta, GA
This session will cover the current status of capital markets for commercial real estate finance, including both debt and equity and covering all commercial real estate product types. The session will go into detail on high-level underwriting and will address current and future issues that impact the availability of capital.
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