Join Jeff Peterson of CPEC1031, Brian Weisberg of Siegel Brill and Corey Edmunds of Boeckermann Grafstrom & Mayer for a discussion about how to incorporate 1031 exchanges into the estate planning process.
Details:
What: Estate Planning Benefits of 1031 Exchanges
When: March 18 at 11:00 AM CST
Where: Online - click on the link below to learn more and RSVP!
Event Speakers:
Jeff Peterson
Jeffrey Peterson is the president of CPEC1031, LLC. He received both his B.A. and his J.D. from the University of Minnesota, and is a member of the Minnesota State Bar Association and the Tax Section of the American Bar Association. He is also an adjunct tax law professor at Mitchell Hamline College of Law and instructor for Kaplan Real Estate Education.
Thomas Rishovd - Moderator
Tom has been in the financial services industry for 20+ years. In this time, he developed a practice that focuses on developing solutions for families, individuals and business owners. He built his practice on a foundation of high integrity, prudent guidance and thorough attention to client needs.
Tom received a B.B.A. in Economics and Business Administration from the University of North Dakota. He continue to expand his knowledge and investment management capabilities through an ongoing series of courses in Asset Management, Analysis, Performance Management, Estate Planning Strategies and other related areas. He is a CFP® - CERTIFIED FINANCIAL PLANNER™ practitioner.
Tom is married to Maggie, they have four children (19,18,15,11). He is a Certified Flight Instructor and a licensed commercial pilot. In his free time, he enjoys flying, boating, snowmobiling and spending time with his family.
Corey Edmunds
Corey W. Edmunds is a Principal of Boeckermann Grafstrom & Mayer. With 30 years of public accounting experience, Corey specializes in providing income tax and accounting services to closely-held businesses and their owners. He serves a wide range of clients, including contractors and construction; franchise operations; manufacturers and distributors; professional services firms; real estate developers; restaurants and hospitality businesses; and transportation and logistics companies.
Leveraging his years of experience serving a diverse range of industries, Corey is skilled in handling complex tax situations. He provides a range of business and executive tax planning and compliance services, including consolidated group tax filings; IRS and state tax problem resolution; multi-state taxation; and international taxation. Corey also assists clients with business advisory and strategic planning services, including entity selection; real estate acquisitions and dispositions; corporate restructuring and succession planning; and succession planning and owner exit strategies. Continually bringing fresh insight and solutions to address clients’ needs and challenges, Corey thrives on helping clients work-through difficult and complex tax situations.
Brian Weisberg
Many of Brian's clients are owners of closely held businesses. In addition to providing general legal and business advice on day to day issues, Brian has developed specific skills to help closely held business owners with the following: resolving complicated succession and wealth transfer planning, adopting internal governance procedures and compensation plans that reduce disputes among the owners, and designing successful exit strategies when some or all of the owners elect to leave the business. Many of Brian's clients are multi-generational, family-owned companies, oftentimes including active and inactive owners. He is aware and respectful of the family dynamic when imparting business or individual advice.
Brian brings a unique perspective to being a family business lawyer. He is a third- generation lawyer; his grandfather and father both practiced law. In some instances all three generations of lawyers in Brian's family have represented the same business client, providing guidance through multiple successions and transitions.
Drawing on his tax and business law background, Brian is able to structure solutions for his clients that achieve their objective in a practical and tax-efficient manner, helping clients avoid wasted time and money. Brian is able to get to the heart of the problem quickly and to provide straight talk on business and personal decisions when the situation requires it.
Working closely with his clients' other advisors, Brian can also leverage the Real Estate, Closely Held Businesses and Litigation and Dispute Resolution practices at Siegel Brill where he has practiced since 1989.