NEWS

Education Seminar: New Tax Laws

Held Wednesday, April 18 | 7:30 - 9:00 am

CBR Ed Seminar April 2018

Thank you so much to our outstanding panel members and our Education Committee for hosting a highly insightful review of the impacts of the new tax laws. Our ACBR Program Coordinator and Moderator, Ben Pargman, of Joel and Granot Real Estate, brought together three leaders in the tax industry and the full capacity crowd was treated to an in-depth overview of the new tax laws and the specific consequences for both our professional and personal lives.

Craig Thompson, CPA, a Principal in Taxation with AGH (formerly Carr, Riggs & Ingram), gave a big picture overview of the widespread changes that are a part of the largest tax reform bill in 30 years. He reviewed the new rules for depreciation, corporate tax provisions and qualified improvement property, among many others, providing an in depth analysis of this “simplified” bill which financial professionals humorously term “the Accountant’s Full Employment Plan.”

Our final speaker, Ron Raitz, CEO of Atlanta Deferred Exchange, spoke on both the benefits and types of 1031 exchange process, and the instrumental lobbying efforts of the NAR and GAR that saved this program. As the CEO of a company that specializes in educating others on 1031 exchanges, Ron cautioned us to keep a close watch on Washington since the vote passed with such a narrow margin.

The morning was packed with information, tips, wisdom and guidance from a stellar panel of experts. The ACBR wishes to thank our three panel members, our moderator and panel coordinator, Ben Pargman, and our education sponsors:
Avison Young :: CBRE :: Colliers International :: Commercial Experts, Inc.
Cushman & Wakefield :: First Colony Financial Group :: JLL :: Newmark Knight Frank
Richard Bowers & Co. :: Scotland Wright Associates :: SK Commercial Realty LLC :: Wilson Hull & Neal

We wouild also like to thank our Annual Sponsors:
Atlanta Business Chronicle :: Business Environments :: Georgia Power

Panelists

Moderator

Bios

Craig Thompson

Craig Thompson

CRI
Partner

Serving clients for three decades, Craig provides sophisticated local, state, multi-state and federal corporate and partnership tax and consulting services. He works with public companies, private entities, and partnerships – from very small to very large. Craig’s industry experience is vast, and he provides high-level tax services to commercial real estate operators, developers, foreign investors, domestic investors, commercial real estate investors, and institutional investors.

In addition to traditional tax services, Craig helps clients who are trying to increase their efficiencies and operations and be more profitable. He often helps to structure transactions, analyze the possible formation of partnerships, calculate complex partnership allocations, provide merger and acquisition related services, review inbound and outbound foreign investment requirements and opportunities, and conduct cash flow and operational analyses.

Craig has provided support for several local community and not for profit organizations and enjoys fast pitch travel softball, including coaching for 6 years. He is a member of the American Institute of Certified Public Accountants (AICPA), Georgia Society of CPAs (GSCPA), National Council of Real Estate Investment Fiduciaries (NACREIF), and National Association of Real Estate Finance Professionals (NAREC).

Sammy Grant

Sammy Grant

SG Financial Advisors, LLC.
President

Sammy Grant is the Founder and President of SG Financial Advisors, LLC. Sammy received his undergraduate accounting and law degrees from the University of Georgia.

Sammy brings a wealth of educational and professional experience in all areas of investment management and financial planning. Prior to starting the firm, Sammy spent years working for one of the largest accounting firms in the world and one of the most respected fee-only wealth management firms in the country. As an attorney, a Certified Public Accountant, a Certified Financial Planner™ professional, a licensed real estate salesperson and a Chartered Life Underwriter, Sammy offers a one stop shop for his clients. Sammy has worked with clients just starting a career and those already enjoying retirement. He has served high level corporate executives and small family business owners.

Sammy has been quoted in The Wall Street Journal, Investor's Business Daily, The Boston Globe, MSN Money, BusinessWeek, Financial Advisor, and Financial Planning. Sammy was named a 40 Under 40 Up & Comer by the Atlanta Business Chronicle and one of the Top 250 Wealth Advisors in the US by Worth Magazine in 2008. He was also a participant in the Wexner Heritage Program, Leadership Sandy Springs, and was recognized twice as the founder of one of the fastest growing businesses operated by a UGA alumnus.

Sammy, a native Atlantan, also gives back to his community serving on various non-profit boards and committees. He and his wife live in Sandy Springs, Georgia, with their three children. Sammy is a multiple Ironman triathlete and never passes on the opportunity for a swim, bike or run.

Ron Raitz

Ron Raitz

ADE Atlanta Deferred Exhanged
CEO

Ron is the CEO of ADE. With over 25 years of experience in the real estate industry, he not only sets the vision of the company, but he trains staff, and consults and leads on the more complicated transactions.

Building ADE with a foundation of educating others on 1031 exchanges, Ron offers continuing education courses for professionals which include CPAs, attorneys, realtors, and investor groups. He is also a lecturer in academia at Georgia State University, Mercer Law School, Georgia Tech and Emory University’s graduate real estate programs.

Ron’s articles on various exchange topics have appeared in the CCIM Journal, the Georgia Society of CPAs’ Current Accounts, the Journal of Accountancy, Realtor Magazine and others.

Ron enjoys being a national expert in an area that is frequently misunderstood. He explains, “Over the last 25 years, we have developed successful strategies that comply with the tax rules and still work in the real world. This allows me to help clients orchestrate transactions that maximize the benefit of their 1031.”

Ron is a graduate of Rochester Institute of Technology. He also holds a CCIM (Certified Exchange Specialist) designation.

When not working, Ron may be on the golf course, taking a walk or riding a bike, in a yoga studio or lost in meditation. Ron enjoys spending time with his family, his wife and two college-aged children. He looks forward to taking his wife to visit the Scottish Highland, home of her ancestors. Ron has no plans for retirement. He intends to work well into his seventies but will make a bit more time for travel and hobbies.

Ben Pargman

Ben Pargman

JOEL & GRANOT
Vice President

Ben joined the Joel & Granot Real Estate brokerage team in 2015, bringing 20 years of transactional real estate experience in investment sales and land assemblage. Joel & Granot Real Estate is a local Atlanta commercial real estate company that provides a full range of real estate services to its clients from tenant representation, build-to-suit, investment sales, property management and leasing.

Ben started his real estate career at Troutman Sanders LLP as a commercial real estate attorney with a focus in development, leasing and lending. The majority of his work involved land acquisition and development for Chick-fil-A. Ben gained experience throughout various sides of commercial real estate including principal, sponsor, lender, and third-party services.

Tuesday, March 13, 2018
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