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Seven State Societies Team for All-Star Real Estate Tax Conference



By CPA Trendlines via Bedford/Source Advisors
As originally published in CPA Trendlines

Seven half-day virtual events help practitioners maximize deductions and increase cash flow for real estate and construction clients.

Karen Koch, CPA, a legendary figure in real estate tax accounting, is headlining a seven-date, 4-CPE, virtual real estate conference series in association with the state CPA Societies of Connecticut, Kentucky, Virginia, Texas, Ohio, Missouri, and Minnesota.

She’ll be joined by renowned CPA tax specialists Andy Ackermann of MCM CPAs and Advisors, Blake Christian at HCVT, Stephen Lukinovich at MCM, Josh Malancuk of JM Tax Advocates. CPA Trendlines editor-publisher Rick Telberg will also be participating.

“We’re honored to be working with so many of the nation’s leading state societies for our profession,” noted Bedford partner Karen Koch, CPA/MBT. “We can’t wait to start sharing insights from some of the smartest professionals I know about the impact of tax incentives related to cost segregation, EPAct 179D certification, and R&D tax credits.”

The four-hour CPE events will provide a mix of pre-recorded presentations and live Q&A from experts in the areas of Cost Segregation, Energy Credits, Real Estate Elections, Low-Income Housing Credits, Cost Seg for Opportunity Zone Investors, R&D Credits in the Construction Industry, and Real Estate Property Tax Reduction Strategies.


Confirmed Dates:
State CPA Virtual Real Estate Half-Day Conferences

Connecticut Society of CPAs Real Estate Conference: June 3
Kentucky Society of CPAs Real Estate Conference: June 10
Virginia Society of CPAs Real Estate Conference: June 16
Texas Society of CPAs Real Estate Conference: June 17
Ohio Society of CPAs Real Estate Conference: June 22
Missouri Society of CPAs Real Estate Conference: June 24
Minnesota Society of CPAs Real Estate Conference: June 29


Confirmed Presenters:

Andy Ackermann – MCM CPAs and Advisors
Greg Bryant, CCSP, Managing Partner, Bedford/Source Advisors
Blake Christian, CPA/MBT Tax Partner, HCVT, LLC
Karen Koch, CPA, MT, Partner, Bedford/Source Advisors
Stephen Lukinovich, CPA, PFS, CVA – MCM CPAs & Advisors, LLP
Josh Malancuk, CPA, CMI – President, JM Tax Advocates
Rick Telberg, Editor in Chief, CPA Trendlines
Max Vignola, CCSP, Director of Tax & R&D Services, Bedford/Source Advisors


Sponsored by Bedford/Source Advisors, a specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, Energy Efficiency (§179D), and LIFO inventory solutions for more than 37 years, most events are open to both members and non-members of the sponsoring state societies.

“This concept has been over a year in the making,” added Koch. “Thanks to amazing advances in technology, we’re finally able to bring together an all-star panel of tax incentive thought leaders from half a dozen locations simultaneously.” Panelists listed below will also review changes implemented by the recent guidance and will be on hand to answer attendee questions in real-time during the presentation, added Koch.


Who Should Attend?

The 4-CPE hour virtual conferences are ideal for tax, accounting, real estate, and business professionals who are seeking strategies to mitigate taxes and maximize cash flow from their real estate assets (commercial and multi-family). Special emphasis on the needs of chief financial officers, corporate tax directors, controllers, and CPAs in industry.

Bedford recently joined forces with Fort Worth, Texas-based Source Advisors, a leading specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, LIFO inventory, §179D, and §45L solutions nationwide. Greg Bryant, Managing Partner of Bedford said, “this merger amplifies and accelerates our strategic goals for growth, in direct response to our clients’ needs. Since the leadership at Source has been well known to Bedford, we could not think of a better firm with whom to partner. Our respective approaches to business and client satisfaction are closely matched.”


About Source Advisors

Source Advisors along with its partner, Gainline Capital Partners, a private equity firm focused on US-based middle-market companies, have helped CPA firms and their clients maximize specialized federal and state tax incentives for more than three decades. Headquartered in Fort Worth, TX, Source Advisors collaborates with accounting firms throughout the country to bring R&D tax credit, Cost Segregation, LIFO, §179D, and §45L solutions to their clients. With a nationwide team of more than 100 professionals, Source Advisors serves many of the nation’s most prominent accounting firms, associations, and Fortune 1000 companies with superior service and maximum results. https://www.sourceadvisors.com