Handouts


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.

 
 

WEDNESDAY, SEPTEMBER 22, 2021

1031 Boot Camp – Hugh Pollard, CES® / Manual

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


THURSDAY, SEPTEMBER 23, 2021

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®


FRIDAY, SEPTEMBER 24, 2021

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