Event Details

Join Aldrich CPAs + Advisors on Thursday, December 2 for Real Estate Day.

We will host leaders of the real estate industry for a networking and learning symposium. You will hear from a panel of experts focusing on market trends, tax law changes, legal developments, and other hot topics. Following these engaging discussions will be a Q&A panel with the industry-leading presenters.

Capacity limited to 100 attendees.

Presentation Topics

2021 Tax Planning and Looking Forward into 2022

Aldrich’s Jonathan McGuire will lead a session covering the latest updates and happenings in the real estate industry. With decades of experience, Jonathan will help attendees understand the current landscape and spot investment, growth, and development opportunities. In this session, you’ll learn:

• How COVID-19 impacted commercial real estate
• Current challenges that investors face

Market + Industry Trends

Michael Hironimus from Duckridge Realty Advisors will guide attendees through the emerging real estate trends and paint a picture for what’s to come. Michael’s market analysis is perfect for investors looking to make their next big move in 2022. Join Michael and uncover:

• What opportunities are on the horizon for investors
• How to get ahead in 2022

Real Estate Securities + Qualified Opportunity Zones

A local expert and Partner of Dunn Carney, Coni Rathbone, will discuss two of the most pressing topics in the industry: securities and QOZs. The ever-evolving political and regulatory landscape continues to impact real estate investors, and Coni’s expertise will help attendees understand just how to approach and handle the changes. Join Coni and learn:

• When does a real estate offering become a securities offering?
• How can a real estate investor comply with securities regulations?

1031 Exchange + Optimizing a Self-Directed IRA

David Moore is the owner of Equity Advantage and IRA Advantage. He has a unique background and experience in helping real estate investors optimize their profits and develop a plan for the future. Avoiding capital gains tax and maximizing savings vehicles can make all the difference for investors seeking longevity and a smooth transition. With David’s guidance, you will discover how:

• 1031 Exchanges can save you money and set you up for your next investment
• Self-directed IRAs are competitive savings vehicles perfect for investors

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