Wednesday, August 19, 2020
08:30 AM - 10:00 AM
Questions?Contact: Keith Block
A Real Estate Advice Series Event
Come hear the experts talk about the latest developments in real estate and respond to your questions live!
- 1031 Tax Deferred Exchanges
- Recent Changes to real estate taxes
- Utilizing Delaware Statutory Trusts (DSTs) in a 1031 exchange.
DSTs can provide a solution for exchangers who might benefit from a more passive approach to real estate investing.
Mary Cunningham is President and Chief Executive Officer of Chicago Deferred Exchange Company, one of the nation’s oldest and largest providers of Qualified Intermediary services to investors seeking to structure tax-deferred exchanges under IRC Section 1031. Mary is responsible for a team of professionals who are dedicated to Qualified Intermediary and Exchange Accommodation Titleholder services to attorneys, accountants, real estate and tax professionals nationwide. Mary’s expertise comes from her direct involvement with tens of thousands of tax-deferred exchanges across a diverse group of assets over a 25+ year period. Mary is actively involved in the Federation of Exchanges Accommodators (FEA) the national trade organization for qualified intermediaries. Mary currently serves on the FEA Executive Committee and is a past President. She holds the Certified Exchange Specialist® designation.
Teresa Fluegel is Executive Vice President of Chicago Deferred Exchange Company. Teresa is responsible for providing consulting services to real estate and tax attorneys, accountants, investors and commercial real estate professionals across the country with a focus on the West Coast since 2000. She has the expertise that comes from direct involvement with tens of thousands of tax deferred exchanges for real property. Teresa earned the professional designation of Certified Exchange Specialist in 2004.
A frequent instructor of accredited 1031 courses to real estate and tax professionals, Teresa brings over 25 years of experience and expertise to the field. She is a seasoned expert in navigating forward, reverse and build-to-suit exchanges. Teresa is an active member in several Northern California commercial real estate associations, including CCIM-Certified Commercial Investment Member, SIOR-Society Industrial Office Realtors and was President of CREW East Bay-Commercial Real Estate Women in 2017.
Ray Evans CPA, is a Tax Partner with RINA and has been with the Firm since 2005. With more than 25 years of experience, Ray brings his expertise in navigating the complexities of tax laws both to his clients and to the firm. Ray provides tax consulting and compliance services that meet the specialized needs of small to mid-size companies and their business owners with an emphasis in real estate and construction. He specializes in business tax planning and compliance, multi-state taxation, business succession planning, and individual tax planning and preparation.
Roshan Weeramantry is the Director of RINA Wealth Management Services, LLC (RWMS) a Registered Investment Advisory firm and a division of RINA Accountants & Advisors (RINA). RWMS is completely independent and brings to the table a more holistic approach by incorporating wealth management services as an option for our existing tax clients. As a result, Roshan works with RINA’s tax team to ensure that client’s financial and estate plans are designed as tax efficiently as possible. He works with his client’s attorneys and CPAs to make sure everyone is working towards the same goals and plays a vital role in making sure the larger plan gets executed properly.
Roshan’s prior experience has shown him how widely the quality of the client’s experience varies depending on the advisor’s approach. While many advisors are committed to doing what’s right for their clients, others remain stuck in the traditional Wall Street culture that prioritizes company profits over people. Roshan is committed to making a positive impact on client’s lives and provides social impact and socially responsible investing for clients that want to align their investment portfolios with their own personal beliefs and philosophies.
The Real Estate Advice Series has hosted workshops for thousands of investment real estate professionals and investors since 2009. This program is made possible by:
This event is complimentary