SoAZ CCIM: Unlocking Real Estate Tax Strategy

Join us for a high-impact luncheon exploring key tax strategies for commercial real estate. We’ll cover the latest on cost segregation studies, the 100% bonus depreciation, evolving opportunity zones, benefits of an effective property tax valuation appeal (reduced expense burden, increased NOI, competitive advantage) and what potential tax reform could mean for your bottom line amongst other topics. Don’t miss this opportunity to sharpen your tax game.

SPEAKERS
Eric Freeman, CPA, MAcc
Principal
Real Estate Practice Lender
BeachFleischman

Eric Freeman, CPA, MAcc, is a Principal at BeachFleischman PLLC, a top 200 public accounting firm nationwide, and serves as the firm’s Real Estate Practice Leader. Eric’s expertise is in partnership taxation and complex real estate transactions including exchanges, mergers, consolidations, buy-outs, cost segregation studies, transaction formation, and qualified opportunity zone funds. Eric also has extensive knowledge in international taxation, hospitality, and high net worth. Eric regularly contributes content to multiple YouTube channels including his own channel, Eric Freeman CPA, and is featured regularly on various podcasts. Additionally, Eric has published a book titled “Tax Strategies for Everyone”.  Eric offers a unique perspective to real estate taxation from his personal experiences of owning and managing real estate investments including single family homes, multifamily, office, industrial, and land. Eric is a graduate of the University of Arizona, where he received a Bachelor of Science in Accounting and a Master of Accounting. When he’s not working, Eric enjoys snowboarding, poker, hiking, and off-roading.

Jodi A Bain, M.A., J.D., LL.M
Bain Law Firm

Jodi Bain, M.A., J.D., LL.M, is licensed to practice law in Arizona & New York and is Spanish speaking. For over 20 years Bain has furnished counsel on numerous intricate high-dollar commercial ventures and real estate projects.

Bain evaluates $5B+ real estate assets annually. She successfully completed 85+ Arizona Tax Court Cases, with various cases resulting in excess of $1M of cascade tax savings for client interests.

Bain acts as outside, special, and general counsel for various real estate and business ventures with a focus on tax, business, regulatory, finance, and development. This includes private asset ownership, public-private cooperations, and venture capital multilayered partnerships.