Accruit is a proud sponsor of the IPAConnect Private Markets Conference in Newport Beach, CA. Steve Holtkamp and Alex Moore look forward to attending and showcasing our innovative suite of 1031 Exchange solutions.
Steve Holtkamp, CRO and Senior Managing Director, will be a featured panelist on Advanced Tax Strategies for Real Estate and Private Markets: Opportunities, Risks, and Innovations on February 20th from 1:30 to 2:15 PM PST. This session will explore advanced tax strategies, including 1031 DST Exchanges, Opportunity Zones, and 721 UPREIT transactions, while addressing key considerations like control, liquidity, and legislative impacts.
Steve will be joined on the panel by Carolyn Bidwell, Managing Director of the Tax Global Client Group at Brookfield Asset Management; Richard LaFalce, Partner at Morgan, Lewis & Bockius LLP; and Chris Brown, Partner at Mindset.