Presentations

PowerPoint Presentations from our team of advisors.

The purpose of these presentations is to provide information of a general nature. They are not designed to take the place of or to be considered tax or legal advice. Individual situations can vary so be sure you understand and explain your personal situation to your advisors before acting on any of the information contained in these presentations.


 

Non-Traditional Funding Ideas for Nonprofits

A 2014 Not-for-Profit Roundtable Presentation

Presented by: Barbara A. Murphy, Farella Braun + Martel LLP

In this presentation Barbara discusses the benefits and disadvantages of a Commercial Co-Venture (CCV) arrangement between a charity and a for-profit organization. 


A Lifetime Approach to Real Assets

A 2014 Real Estate Advice Series Presentation

Presented by Greg Gagon, CTI Corporate Tax Incentives

In this presentation Greg Gagon presents SLAM: Strategic Lifetime Asset Management.  The three phases to real asset management include; Tangible Asset Analysis, Repairs and Renovations, and Asset Liquidation Analysis. Greg shares information about Cost Segregation Studies, the New Repair & Maintenance Regulations and Dispostion.


Like Kind Exchange in Partnerships - Alternative to the Drop & Swap

A 2013 Real Esate Advice Series Presentation

Presentend by Tim Tikalsky and Ray Evans, RINA accountancy corporation and Teresa Moss Flugel, Chicago Deferred Exchange Company

June 25, 2013 - One of the most frequent questions we are asked is "How can I do a tax deferred exchange if one or more of my partners want to cash-out?" Our panel of experts discussed alternatives to the Drop & Swap.


Charitable Giving - Strategies For Your Organization

June 5, 2013 – Charitable Giving – Strategies for Your Organization. In this presentation Rebecca Bibleheimer, John Osborn and Tracy Teale discuss how nonprofit organizations can utilize planned giving resources to further their mission. Topics covered include: Tax law changed and their effect on donor behavior; Understanding various donor vehicles and donation types; and  Appropriate financial statement and tax return reporting. 


Commercial Leasing: Pitfalls, Case Studies & Best Practices

Presented by: Steven D. Siner, Attorney, Hoge Fenton Jones & Appel

In this presentation attorney Steven Siner shares information about the pitfalls in allocation of maintenance and repair responsibilities; how a bad description of the leased premises can get you in trouble; and best practices for rental amounts and adjustments.


Family Dynamics Got You Down?

Presented by: Richard M. Del Monte, President, Del Monte Group, LLC

In this PowerPoint presentation Richard Del Monte shares information about how family dynamics play a critical role in the single biggest risk a successful family will ever have to face... transferring wealth to heirs.


Reverse Exchanges Under IRC Section 1031

Practicalities & Technicalities

Presented by Mary Cunningham & Teresa Moss Fluegel, Chicago Deferred Exchange Company (CDEC)

In this presentation Mary Cunningham and Teresa Moss Fluegel discuss combining a Reverse Exchange and a Foward Exchange, build to suit transactions and related party transactions.


The Cliffs of Insanity

Presented By Ray Evans, CPA, RINA Tax Stockholder

In this PowerPoint presentation, Ray gives a brief overview of the fiscal cliff facing America. 


Tax Strategies for Cash Flow

Presented by Peter J. Scalise, Engineered Tax Services

In this presentation from RINA's Real Estate seminar "Capitalizing" on the New "Repairs and Maintenance" Regulations, Peter Scalise discusses the new regulations regarding repairs and maintenance, research incentives, cost segregation, construction tax planning and energy tax incentives.


How Critical Changes in the Law Impact Your Legacy

What you need to do NOW to preserve your family's wealth

We are sharing the slides from our recent seminar on gifting and estate planning strategies. The estate and gift tax rules are currently scheduled to change significantly as of the end of 2012. It is important then to explore the opportunities available before the end of the year. Please call your RINA contact if you would like to discuss your specific family situation.


Capital Gains and Commercial Real Estate

Presented by: Ray Evans, CPA, RINA Tax Stockholder

In the presentation Ray Evans discussed the current tax law regarding capital gains tax and the additional Medicare tax beginning January 1, 2013.


Tax Incentives for Green Retrofitting

Presented by: Brenda Jemmott, CPA, RINA Tax Manager

In ths PowerPoint presentation Brenda discusses the energy efficient tax deductions (IRC Section 179D),  credits and incentives available for commercial building owners, tenants and designers.


Historic Preservation Tax Incentives

Presented by: Ray Evans, CPA, RINA Tax Stockholder

In this PowerPoint presentation Ray discusses the benefits of HTC and Rehabilitation Tax Credits and what types of property qualify.


The Government is Coming!

Are you Prepared for Scrutiny of Your Independent Contractors?

Presented by: Kelly Creed, CPA, RINA Tax Manager and Alison S. Hightower, Esq., Littler Mendelson, P.C.

In this PowerPoint presentation Kelly and Alison discuss the benefits of an independent contractor relationship—to both the company and the worker; DOL proposed rulemaking; and how to distingquish an "employee" from and "independent contractor."


Tax Strategies to Reduce Taxes on Real Estate Activities

Presented by: Ray Evans, RINA Tax Stockholder

In this presentation Ray Evans shares information about bonus depreciation and capitalization vs. expense rules.