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Live Webcast Replay

1031 Tax Deferral for Investment Real Estate: Rules, Options and Best Practices

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
Industry |  Partner Produced |  Tax
Mark Kosanke, CPA
Course Levels:
2 Hours
Product Type:
Live Webcast Replay



Let’s get down to business… and the issues CPAs face in industry. As the most engaged advisor in a company’s financial health, how do you handle the factors not quantified on a P&L or real-world exchanges that don’t follow IRS definitions to a tee?

  • Financial statement fraud accounts for 10% of all white-collar crime, can you spot the red flags?
  • IT continues to impact the risk in the financial realm – determine a budget for your specific IT needs.
  • Leverage the unquantifiable factors of financial statements to build organizational value.

Beyond P&L: The Elements Driving the Value of Your Business
Financial statements are among the most scrutinized set of documents present in the sale of a business. While the CPA is the most directly engaged advisor in a company’s financial health, factors such as personal goodwill, scalability and recurring revenue, to name a few, are not quantified by financial statements. Understanding the importance of these factors and how to leverage them toward developing your business strategy can make all the difference in building organizational value.
Jason D. Tuzinkewich, MBA, M&MI, CM&AP, CBI – CEO, Blue Sky Business Resources, Sandy, UT


1031 Tax Deferral for Investment Real Estate: Rules, Options and Best Practices
1031 Exchanges for Investments Real Estate has been savings taxpayers millions in taxes since 1921. Proper planning, implementation and reporting is worth the time. In this session we review the rules, discuss replacement options for sellers, explore the different levels of taxes being deferred, and how it all fits in with estate planning. Finally, we walk through a live tax return demonstrating the various reporting obligations and the ease at which these money saving transactions can be used. A must attend for anyone with clients holding investment or business real estate.
Mark Kosanke, CPA – Registered Securities Principal & President, Concorde 1031, Concorde Financial Group, Troy


CFOs New Role in the Age of Digital Transformation
Today’s digital transformation is not only changing the business landscape as we know it, but also the dynamics of competition. According to McKinsey & Co., companies adhering to new digital rules are creating 5-times more revenue with 8-times more operational profit during the same period. The executive leaders charged with managing IT in their organizations are directly accountable for making this transformation happen. Learn more about this shift and how leading-edge IT management services are impacting organizations that are ready to become digital leaders.
David W. Townsend – President & COO, Awecomm Technologies LLC, Troy
Brent Yax – CEO, Awecomm Technologies LLC, Troy


I Spy with My Little Eye ... an Illegality
In the fight against global corruption, accountants are being asked to be more forthcoming when they discover information or evidence that points to illegal or prohibited activities. This ethics workshop considers new international professional ethics proposals for responding to non-compliance with laws and regulations (NOCLAR).
Albert D. Spalding, Jr. – Associate Professor, Mike Illitch School of Business Administration, Wayne State University, Detroit


Examining Internal Control Systems: Where Judgement Meets Procedure
Accountability is more important than ever in today’s fast-paced, technology-driven business world. Establishing an effective internal controls system can be the difference between success and failure, but it’s more than just policy and procedure. Five essential components to help you measure the effectiveness of the internal controls within your business, regardless of size.
Mary M. Kreider, CPA, CPPM – Senior Manager, Yeo & Yeo, Saginaw


The Red Flags of Financial Statement Fraud
Ten percent of white-collar crime incidents are financial statement fraud. While corruption and asset misappropriation account for a much larger share, their repercussions are far less impactful. Learn how to detect financial statement fraud and protect your investments by examining it’s five basic types and their red flags.
Sarah L. Jennings, CPA, CFE – Shareholder, Maner Costerisan, P.C., Lansing

Basic Course Information

Learning Objectives
  • Financial statement fraud accounts for 10% of all white-collar crime, can you spot the red flags?
  • IT continues to impact the risk in the financial realm – determine a budget for your specific IT needs
  • Leverage the unquantifiable factors of financial statements to build organizational value

Major Subjects See Description

Course Materials


Mark Kosanke, CPA Related seminars and products

Registered Securities Principal & President

Concorde 1031, Concorde Financial Group, Troy

Mark's areas of Expertise includes Investment Portfolio Design and Performance, 1031 Real Estate Exchanges, Tax Planning and Strategies, Due Diligence Review and Research on Investment Programs.
He is a graduate of De La Salle Collegiate High School, and holds a BS Accounting/Finance from University of Detroit.
Mark's affiliated services include former National President of the ADISA, the Alternative Direct Investment Securities Association. He also served the ADISA Board Member for Over 12 Years and is a member of the Michigan Association of Certified Public Accountants / American Institute of Certified Public Accountants.
Mark grew up in Detroit, and enjoys fishing, boating, and coaching high school sports.

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Budget-minded CPAs in public accounting and business & industry
Yellow Book No
Course Developer MICPA
Original Recording Date 03/24/2020
Date Added to Catalog 06/04/2020

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.5

Total Reviews: 96


David L

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Janet C

"Mr. SPALDING made a dry subject interesting and informative. I especially liked his casual presentation of an important subject. Good job!!"

Sandra C

"Learned a lot"

Dawn H - Flint, Michigan

"Very good selection of topics!"

Timothy F

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Daryl K - Shelby Township, Michigan

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Jonathan D

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Kelly H

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Shannon J

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Lee F - Ann Arbor, Michigan

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