September Lunch Program

Tax Reform - A Year in Review

• What have we learned: A look into how the 2017 Tax Cuts and Jobs Act affected the real estate industry in 2018
• 2019 Law Changes: What legislative and regulatory updates are there for the 2019 tax year and beyond at both the Federal and State levels
• 2019 Tax planning: Top takeaways for your year-end tax planning in your business and investments

Speakers
Jonathan McGuire, CPA, MT, Senior Tax Manager - Real Estate
Aldrich CPAs + Advisors

Jonathan McGuire has over eight years of experience providing strategic tax planning and compliance expertise to private middle-market clients. He has a deep focus as a real estate accountant, working with investors, developers, brokers, 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. He also helps clients defer capital gains taxes using qualified opportunity zones and qualified opportunity funds.

Joe Schneid, CPA, CCIFP, Partner – Construction and Real Estate
Aldrich CPAs + Advisors

Joe Schneid has more than 30 years of experience in the construction industry providing transaction planning, tax planning and compliance services. Joe works with businesses, ranging from architects through operating real estate entities. Architects, engineers, contractors, developers and real estate holding companies have all benefited from relationships with Joe. He works across the country assisting with business transitions and helping owners and future owners understand the various factors that impact the decision-making process to maximize win-win outcomes.