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UID:1775596498@thefeng.org
DTSTAMP:20260407T211458Z
DTSTART:20260217T150000Z
DTEND:20260217T160000Z
ORGANIZER;CN=Libby Cadillo:MAILTO:libbycadillo@gmail.com
SUMMARY:THE FENG: Benefits and pitfalls of using a REIT structure
LOCATION:Online- Join: https://tinyurl.com/TheFENGRE-02172026
DESCRIPTION:Link to join: https://tinyurl.com/TheFENGRE-02172026To join by phone: &nbsp;‪(US) +1 413-679-2287‬ PIN: ‪231 357 927‬#&nbsp;TOPIC:The benefits and pitfalls of using a REIT structure, and more&nbsp;Key takeaways:REIT qualification essentials and how to avoid common compliance pitfallsWhere the REIT structure can add value – and when it may notA concise update on OBBBA law changes and what they could mean for REITs and real estate transactionsKeynote Speaker:Kurt Koegl, Managing Director at CBIZ.&nbsp;This session will discuss the benefits and pitfalls of using a REIT structure, the general requirements a REIT must meet, and a concise update on OBBBA law changes that may impact real estate and REITs.&nbsp; They will cover REIT formation and setup, key tax advantages, compensation and related‑party considerations, and other structuring issues.&nbsp; And weigh the advantages and tradeoffs – access to capital and potential tax efficiency versus compliance burdens, distribution and testing requirements, prohibited transactions exposure, and state and local tax considerations so attendees leave with practical planning ideas and a clear checklist of do’s and don’ts.&nbsp;KurtKoeglMANAGING DIRECTORTAX &amp; BUSINESS SERVICES212.485.5692KURT.KOEGL@CBIZ.COMKurt Koegl is a Managing Director in our New York City office. He specializes in the real estate industry. He hasserved clients with a broad mix of operations, including residential, commercial, hospitality, mixed use,infrastructure, real estate backed financial instruments, and construction. Kurt has experience with public andprivate REITs, traditional real estate funds, private equity, fund of funds, venture capital, Fortune 500 publiccompanies, inbound and outbound foreign investments, domestic, international, state and local taxcompliance, reporting, planning, and structuring.He works closely with his clients to manage tax compliance and analyze, research, discuss, plan, andmemorialize tax policy and positions. He assists clients in planning or reviewing existing client structures forforeign, federal, and state tax expense, exposure, efficiency, and filing requirements.Prior to joining the Company, Kurt was a senior manager at a Big Four accounting firm in the New York realestate tax practice, where he served public and private clients with a specialization in real estate funds andREITs.Professional Affiliations• American Institute of Certified Public Accountants (AICPA)• New York State Society of Certified Public Accountants (NYSSCPA)&nbsp;
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