Meeting Information
Date:
Thursday November 19, 2020
Time:
8:30am - 9:59am
Location:
UPDATE: Meetings continue online due to the Pandemic. Interface used is Microsoft Teams or Google Meet.

Join the online meeting here:
https://tinyurl.com/y54m9o2m

Dial-in number (US):
+1 469-200-0873 United States, Dallas

Phone Conference ID: 607 293 342#
Directions:

Meeting capacity:

unlimited

Suggested Donation:

Agenda:
The Tax Benefits of Owning Commercial Real Estate - NOT TO BE MISSED!

KEYNOTE SPEAKER
Robert Eperjesy, Director
Calvetti Ferguson
(www.calvettiferguson.com)

About Robert Eperjesy
Robb has over 25 years’ experience in serving clients in the state and local tax arena. He started his career as most do, at a Big Four accounting firm. With the experience he was able to learn and work with some of the largest Fortune 500 companies in the world. Robb was able to move into industry and served as the state and local tax leader at 2 different multi-national companies. After this valuable experience Robb moved back into consulting primarily focusing on middle-market companies and family owned businesses. Even the smallest business is now subject to the same obtrusive multistate tax laws as the Fortune 500 are and Robb utilizes his knowledge to help his clients navigate the murky waters of state and local taxes.
Robb’s clients and industry expertise includes construction and real estate, transportation, manufacturing, technology services, hospitality and many more.
Robb graduated from University of Alabama with a BSCBA in Business and a Masters in Tax Accounting.

AGENDA
Tax Benefits Overview
Tax Strategy considerations
Tax Application & Case Studies

8:30 – 8:45 AM Welcome Remarks
8:45 - 9:00 Commercial Real Estate Broker and Lender’s Updates/Perspectives
9:00 – 9:45 AM Presentation Keynote Speaker
9:45 - 10:00 AM - Q & A

Sponsors & Hosts:
Libby Cadillo MBA Managing Director & CRE Broker, Cadillo Companies, LLC.,
Vince Calicchia, MBA Vice President Business Banking, Amegy Bank of Texas, a division of Zion Corp.
Leslie Hector, MBA Senior Partner Texas, Vaco – A Talent & Solutions Firm

All members and guests are welcome to meet, network, and share your expertise!

****To attend remotely by phone or online, please use the following access:

Dial-in number (US):
+1 469-200-0873 United States, Dallas

Phone Conference ID: 607 293 342#

Join the online meeting here:
https://tinyurl.com/y54m9o2m
For meeting information, please contact:

Libby Cadillo

libbycadillo@gmail.com
(949) 463-7830
Attendees
54
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