The 1031 Tax Exchange offers a powerful strategy for deferring capital gains taxes, while the Foreign Investment in Real Property Tax Act (FIRPTA) imposes tax withholding requirements on foreign sellers of US real estate. This event will explain how these regulations impact real estate transactions, key compliance requirements, and strategies to navigate them effectively. Whether you're an investor or a foreign seller, understanding these rules is essential for a smooth and tax-efficient transaction.
This event can count as 2-hours of CE Elective Credit.
Moderator:
Cristina Sison, Asian American Realtor® Forum Chair
Cristina's dedication to her clients and community has been recognized with numerous awards and accolades throughout her career. She is a proud member of the Virginia Association of REALTOR® and has received the Lifetime Diamond Award for Real Estate, which underscores her exceptional commitment to excellence. Having sold over 800 homes, she wants to share her experience and knowledge to benefit the community.
Cristina Sison's impressive career trajectory and unwavering commitment to excellence inspire all who aspire to succeed in business and community leadership. Her passion, dedication, and unparalleled work ethic have established her as a trusted and respected figure in the real estate industry and beyond.
Panelist:
Bill Horan
Bill Horgan is the President and owner of Realty Exchange Corporation, a qualified intermediary for Section 1031 tax-deferred exchanges which has successfully structured tens of thousands of exchanges since 1990. Bill is a retired board member of the Federation of Exchange Accommodators (FEA), the national organization of Qualified Intermediaries, and carries the Certified Exchange Specialist® (CES®) designation. He is a part president of FEA and received its President's award for outstanding dedication and service twice. He is actively involved with exchange regulations at the state and national level with Congress, IRS, and Treasury. Bill has been instructing on the subject of 1031 exchanges for over 20 years.
Shahzib Shahbaz
Shahzib is a seasoned Certified Public Accountant based in Washington DC. He specializes in tax advisory services and financial analysis and brings extensive expertise through his track record of providing strategic financial solutions to small businesses, high-net-worth individuals, and large multinational companies. Formally a Senior Tax Associate at PxC, Shahzib led cross-functional teams in delivering high-quality tax services to large private equity firms, optimizing tax structures and ensuring compliance with IRS regulations. As a Deals and Valuation Senior Associate at PxC, he conducted comprehensive financial analysis and valuation assessments for M&A transactions and corporate finance deals across various industries, including Healthcare, Technology, and Consumer Goods. His skill set includes financial analysis and modeling, valuation techniques, tax advisory, and due diligence. With his extensive tax expertise and commitment to excellence, Shahzib Shabazis adept at navigating complex tax landscapes and delivering tailored tax solutions to clients.
Thank you to the Asian American Realtor® Forum for hosting this event!
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