Real Estate Webinar Series:
A Case Study on Tax-efficient Transaction Planning from a State and Local Tax Perspective

Presented by the SC&H Group Real Estate Services Team

Earn 1.5 CPE Credits by Attending our Complimentary Webinar

Tax-efficient Transaction Planning
March 31, 2011
12:00 – 1:15PM

Register Here

Join the experts of SC&H Group's Real Estate Services team as we walk through a contemplated real estate transaction and the tax planning strategies that can be utilized to increase the tax efficiency of the transaction. Learn some of the strategies the SC&H team has developed to help our clients make their acquisitions more profitable.

Topics will include:

• Transaction planning from a state & local tax perspective including:
• Evaluating state transfer tax liabilities
• Impact on real and personal property taxes
• Purchase price allocations
• Cost segregation studies - take advantage of recent tax law changes and utilize increased depreciation deductions from a federal and state income tax perspective

 

About the Speakers

Erik Burgos, CPA
Principal
SC&H State & Local Tax

Erik Burgos brings more than 20 years of experience with complex transaction tax planning, structuring, due diligence, and post acquisition state and local tax planning to enhance the tax effectiveness of acquired businesses. His industry experience includes, but is not limited to, Telecommunications, Service, Manufacturing, Trucking, Entertainment, and Private Equity. Currently, Erik is the Practice Leader for State and Local Tax in the Northern Virginia office.

Nathan E. DiNatale, CPA/ABV, CVA, CFE
Senior Manager
SC&H Tax & Advisory Services, LLC

Nathan DiNatale is a Senior Manager at SC&H, where he manages the firm's Business Valuation and Litigation Support services (BVLS) practice. With over 14 years of professional experience, his practice areas include fraud, business valuation, litigation support, expert witness, and financial reporting engagements. Nathan has a background in financial statement audits and reviews of clients in industries such as manufacturing, retail, distribution, and service that ranged in size from small rapidly growing closely held companies to large established middle market companies.

Jeffrey C. Glock, CPA, CMI
Director
SC&H State & Local Tax

Jeff is a Director in SC&H's State & Local Tax practice and leads the firm's Real Property Tax practice. Jeff received the Turner Service Award from the University of Baltimore Alumni Association in 2004 and 2008, and he was recognized by SmartCEO Magazine as one of Baltimore's SmartCPAs in 2009.

Stuart Rudo, CPA
Director
SC&H Tax & Advisory Services, LLC

Stuart Rudo joined Stout, Causey & Horning, P.A. Services as a Senior Tax Manager in the Tax and Advisory practice and was promoted to Director in 2009. He performs sophisticated federal, state, and international planning services and applies his 17 years of experience to helping clients minimize their present and future tax liabilities.

 

 

Thursday, March 31, 2011

12:00pm - 1:15 pm EST

Instructions to join the Webinar will be provided upon registration.

 

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This communication does not represent a solicitation of an offer to sell any securities. Securities offered through Stout Causey Capital Corporation, Member FINRA/SIPC. Licensed to sell securities in Alabama, California, Connecticut, Illinois, Kentucky, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Virginia and the District of Columbia. SC&H Capital is a registered trade name of Stout Causey Capital Corporation, a subsidiary of SC&H Group, Inc. SC&H Group, Inc. is a member of SC&H Group, LLC.