Join the Estate Planning Council of New York City for the third evening program of the 2016-2017 membership year!
1031 Real Estate Investment Strategies
Learn how to maximize your client's investment power and structure the most beneficial §1031 exchanges. Understand the benefits of a §1031 exchange, the essential requirements to qualifying and performing a successful exchange and the role of your Qualified Intermediary. Avoid the most common §1031 pitfalls and uncover the mysteries behind reverse and improvement exchanges. Become aware of special entity issues, including partnership “drops and swaps” and related structures. Finally, learn about replacement property options.
About Our Speakers
Pamela A. Michaels, Esq. is an attorney and a Senior Vice President of Asset Preservation, Inc. Pamela specializes in guiding attorneys, CPAs, investors, financial advisors and other real estate professionals through the regulations and requirements of IRC §1031. Pamela dedicates a significant portion of her time to providing practical presentations to accountants, attorneys, real estate brokers and investors throughout New York and the Northeast featuring real-life exchange scenarios to illustrate a wide range of investment and tax strategies.
Prior to joining Asset Preservation, Inc., Pamela served as an executive and general counsel to diverse financial organizations and real estate companies. Pamela became known early in her career for her work out strategies in the commercial sector and was successful in assisting a number of financial institutions resolve their non-performing real estate portfolios during the S&L crisis. Pamela has a strong background in the operational, financial and legal aspects of real estate, including real estate acquisitions, financing, construction and sales.
Asset Preservation, a subsidiary of Stewart Title Company, is a leading national IRC §1031 “Qualified Intermediary” and is efficiently handling exchanges in every state. Combining a national title company as a partner has proven to be the approach of choice by astute investors. Asset Preservation is one of the most respected national “Qualified Intermediaries” in the United States and has successfully completed over 150,000 §1031 exchanges throughout the nation and more than $1 billion in exchanges in the Northeast alone.
Chad Colombo is a Vice President with Inland Securities Corporation, a sponsor providing tax efficient investment opportunities through REIT's and 1031 exchanges. Chad is also an instructor for the CPA Academy, providing CPA's education on the topic of Cost Segregation. He has been with Inland since 2007. Formerly he was a Vice President with Boston Capital, a sponsor of real estate investments providing individuals low income housing tax credits. Mr. Colombo has a degree in Economics from Oswego State University and attended LeMoyne College prior to graduating from Oswego. Mr. Colombo holds FINRA Series 7, 62, 63 licenses.
Featuring our Third Evening Program Sponsor: