November Lunch Program

When:  Nov 7, 2018 from 12:30 PM to 01:30 PM (PT)
Associated with  Oregon / SW Washington Chapter

SOLD OUT - no walk-ups

Opportunity Zones: A Brand New Way of Real Estate Investing

Opportunity Zones are the newest tax benefit coming out of the 2018 Tax Reform Act.
  • What are they?
  • How to use them as an alternative to a 1031 exchange to defer taxes on your capital gains.
  • How to put together opportunity funds to invest in Opportunity Zones. 
A critical topic for doing business in the coming years.

Speakers:
Coni Rathbone, Dunn Carney
Coni is a remarkable negotiator and deal-maker. Bringing together seven years of management and financing experience prior to law school, Coni uses her negotiation skills to accomplish her clients' goals with a minimum of conflict. She focuses her deal-making skills in the areas of real estate, tenant-in-common (TIC) workouts, corporate and securities law, mergers and acquisitions, and general business transactions. As a nationally known legal counsel to TIC owner groups, Coni has represented more than 150 groups since 2007. She is also a prominent national speaker and writer in this area.

Jonathan McGuire, CPA, Aldrich CPAs + Advisors LLP
Jonathan provides expertise in strategic tax planning and compliance to private middle-market clients. He has a deep focus as a real estate CPA, working with investors, developers, realtors, property managers, and other professional service providers in real estate. He works with a wide range of property types ranging from single and multi-family residential to commercial properties. Jonathan specializes in repair regulations and the effects they have on those who own real estate.

Location

Multnomah Athletic Club
1849 SW Salmon St.
Portland, OR 97205
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Contact

Diana Montgomery
(503) 768-4299
info@oregonccim.com