Handouts will be posted as they are received, approximately 1 week prior to the event.

Note that some speakers have last minute updates to their handouts, so they may be posted during the event.



1031 Boot Camp – Hugh Pollard, CES® / Manual

Reverse Exchanges Boot Camp – Martin Edwards, JD, CES® and David Gorenberg, JD, CES®


View from the Hill and FEA GAC Updates – David E. Franasiak, Esq., David A. Brown, Esq., CES®, Mary Cunningham, CES®, James I. Miller, Esq.

Section 1031 Real Property – Bradley T. Borden, JD, MBA, LL.M 

Economic Outlook for a Post-COVID World - Jason Turner

Safety and Security: Insurance, Cyber, and Mega-Large Deposits – Moderator: Jeffrey R. Peterson, President, CPEC1031, LLC

  • Eugene Kennedy III, Managing Director/NY Market Executive, Customers Bank
  • Adam McDonough, Executive VP, Lockton Insurance Brokers, LLC (Virtual)
  • Mario D’Amore, SVP, Director, Capital One
  • Raymond English Jr., Dir. Business Information Security, MUFG Union Bank (Virtual)

Dazed & Confused – Perplexing, Confounding & Thorny 1031 Issues - Moderator: Jeffrey R. Peterson, President, CPEC1031, LLC

  • David Shechtman, Senior Council, Faegre Drinker Biddle & Reath, LLP
  • Matthew Rappaport, Esq. LL.M., Falcon Rappaport & Berkman PLLC (Virtual)

Annual Tax Update – Mary B. Foster, CES®


Hot Topic: 
Due Diligence in a Quarantine on Real Property Investments - Tracy Treger and Amy Leeds

Hot Topic: DST Secondary Sale – Investors Selling Their DST Interests - Rob Johnson and Scott Offerman

Hot Topic:
Implications of 1031 Exchanges Involving Cannabis Properties - Matthew Rappaport, Esq. LL.M 

Hot Topic: Personal Use Properties – Converting To and From 1031 Eligible Property - James I. Miller, Esq.

Breakout session #1: Non-Safe Harbor (Advanced) – Max A. Hansen, JD, CES ® 

Breakout session #2: Observing the “Same Taxpayer” Rule in the 1031 Exchange (Basic) - Matthew Rappaport, Esq. LL.M 

Diversity, Equity, & Inclusion in Organizations - Amit Kramer

Ethical Issues for QIs & Attorneys Involved with LKEs – Bradley T. Borden, JD, MBA, LL.M