Overview

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The educational sessions will focus on topics that have an impact on most businesses in New Jersey and Pennsylvania, including updates on recent and pending legislative and administrative actions.

Our one-hour programs are geared toward business owners and business executives, and the professionals who advise them: accountants, financial advisors, bankers, and investors. Attendees will also have the opportunity to network with other business owners and professionals, and earn CLEs and CPEs (1 NJ and PA CPE available; 1 Substantive PA CLE available).

This seminar will discuss how real estate investors and business owners generally may use a like kind exchange (under Section 1031 of the Internal Revenue Code) to restructure their property holdings in a tax efficient manner. Topics will include so-called forward and reverse exchanges, partnership/LLC split-ups, and passive reinvestment options.

Robert Schumin, CPA, Partner, Marcum LLP
David Shechtman, Esq., Shareholder, Tax Practice, Flaster Greenberg PC
Matthew Metlzer, Esq., Counsel, Tax Practice, Flaster Greenberg PC

Agenda

8:15 - 8:45 AM
Registration and Breakfast
8:45 - 9:45 AM
Presentation
9:45 - 10:15 AM
Additonal Networking