Events

Event Details

Wednesday, February 26, 2020
08:30 AM - 10:00 AM

Scott's Seafood Restaurant, Contra Costa Room
1333 N California Blvd
Walnut Creek , CA 94596 View map

Questions?Contact: Galen Workman gworkman@rina.com
(415) 321-1846

Register Now

Updates to 1031 Tax Deferred Exchanges, Real Estate Tax Changes, & Ideas for a More Passive Approach

Join us for a lively discussion on 1031 Tax Deferred Exchanges, Tax Strategies and Updates.

Topics will include:

  • 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. 

Receive 1 Hour CLE Credit

Our Speakers:

Mary CunninghamMary 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.

Theresa FluegelTeresa 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 EvansRay 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 WeeramantryRoshan Weeramantry is the Director of RINA Wealth Management Services, LLC. Roshan has worked for investment firms that manufacture mutual funds, retirement products, and alternative investments. Before joining RINA Wealth, he was a Senior Regional Vice President at Strategic Capital Distributors; a firm focused on specialty alternative investments. Roshan was part of the founding team and played a critical role in growing the company from being a start up to 5 billion in assets. Prior to Strategic Capital, Roshan served as a Regional Vice President at AXA Distributors and DWS Group.

His experience showed Roshan how widely the quality of the client’s experience varied depending on the advisor’s approach. While many advisors were committed to doing what’s right for their clients, others remained stuck in the traditional Wall Street culture that prioritized company profits over people. Increasingly bothered by this discrepancy and looking for a way to make a positive impact on client’s lives, Roshan joined RINA Wealth Management as its Director in 2018.

 

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:

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This event is complimentary for RINA clients. For non-clients there is a $25 fee.
Cancellations made 3 business days (72 hours) or more in advance of the event date, will receive 100% refund. If you need to cancel your registration, contact Amanda Vergara at avergara@rina.com or 925-627-2829. Amanda will respond the weeks of February 17th and 24th.

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