In-Person Event | Ft. Lauderdale, Florida
Join PKF O’Connor Davies for an exclusive live panel discussion on the decisions that shape real estate value — from acquisition and development through ownership and exit.
Designed for sophisticated owners, developers and investors, this interactive Knowledge Share brings together a real estate tax professional, an attorney and a cost segregation specialist. Gain practical perspectives on aligning tax planning, entity and joint-venture structuring, diligence and risk management to support investment objectives and protect value over the life of a property or portfolio.
The panel will offer strategic insight for owners navigating acquisitions, capital improvements, financing, portfolio growth and disposition planning in today’s market.
Key Topics:
- Tax-efficient acquisitions, entity structuring and joint ventures
- Cost segregation, bonus depreciation and capital-improvement strategies
- South Florida diligence, insurance and development risk
- Financing, partnership basis and long-term portfolio planning
- Section 1031 exchanges, recapitalizations and exit planning
Who Should Attend:
Real estate owners and developers; family offices; private equity and institutional investors; general and limited partners; real estate lenders, bankers and attorneys; investment and portfolio managers; and C-suite and finance leaders of real estate businesses, including CEOs, CFOs, controllers and treasurers.
Featured Speakers:
Herman R. Lipkis, JD, Partner – Real Estate, Holland & Knight
Justin Warren, CPA, Partner – Real Estate Tax, PKF O’Connor Davies
Sumit Sharma, CCSP, ASA, Principal – Cost Segregation Specialist, KBKG
Moderator and Host:
PKF O’Connor Davies
Eric P. Gelb, CPA, MBA, Partner – Financial Services, Transaction and Board Advisor, Fractional CFO