CPA - medium firm
CPA - large firm
Enrolled Agent
Real Estate Professional
Clients who receive proceeds from property or business sales will rely on the expertise of their tax professionals to compare and apply different tax-advantaged solutions. In this webinar, attendees will learn how to analyze and differentiate three potential strategies to help protect client's wealth and simplify their lives in property and business transactions. Join us for an insightful presentation to assess 1031 exchanges, 721 UPREITs, and Qualified Opportunity Zone (QOZ) Funds.
Learning Objectives:
- Identify strategic growth opportunities for your firm
- Evaluate how to utilize the advanced real-estate planning techniques of 1031 exchanges, 721 UPREITs, and Opportunity Zone Funds to provide maximum benefits to clients
Michael O'Shea CFA
Origin Investments
Vice President of Origin Exchange
[email protected]
(630) 470-8242
Michael leads Origin Exchange, the 1031 Exchange Platform for Origin Investments. Since entering the alternative investment industry in 2007, Michael has served in various capacities with real estate sponsors and has assisted in the syndication of more than $10 billion of commercial real estate, including over $500 million of 1031 tax-deferred exchanges.
Michael earned an MBA with a dual concentration in Finance and Real Estate Investment from DePaul University and received his bachelor's degree from Purdue University. Michael is also a CFA® charterholder.
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