Construction and Real Estate Conference

DAY TWO

Real Estate Conference Agenda

Thursday, Oct. 19, 2023

7:50 a.m.

Conference Opens

8:00 a.m.

1.5-OtherEconomic Update

 Discuss recent economic developments of the nation and the region:

  • What has improved in the past six months?
  • What are current challenges?
  • What are new risks that have emerged?
Anirban Basu

Kali Aloisi
Economic Outreach Associate | Research
Federal Reserve Bank of Philadelphia

9:15 a.m.

1-OtherReal Estate Transactions from Listing to Closing

  • Discuss market updates
  • Walk through the process of listing, buying and selling real estate
  • Talk about the importance of title insurance when buying a property
Farbiarz, Russel

Russell Farbiarz, Esq
Partner
Antanavage Farbiarz PLLC

Mattes, Dave

Dave Mattes
Realtor
RE/MAX of Reading

10:05 a.m. 

Morning Break

10:20 a.m.

1.5-A&AFinancing Energy Infrastructure: Understanding Inflation Reduction Act Incentives and Compliance Requirements

  • How can real estate developers and owners identify, quantify, and capture potential federal incentives for energy infrastructure projects?
  • What steps must be taken to comply with federal requirements?
  • What timelines must be met to maximize the opportunity?
Gradman, Gideon

Gideon Gradman
Managing Director
Baker Tilly Capital LLC

11:35 a.m.

Lunch Break

12:25 p.m.

2-TaxCost Segregation and Energy Incentives

Topics for Tax Saving Opportunities

  • Engineered Based Cost Segregation Studies
  • 26 U.S. Code § 45L - New Energy Efficient Home Credit 02
  • 26 U.S. Code § 179D - Energy Efficient Commercial Buildings Deduction
Barnes, Steven

Steven Barnes
Principal
Wipfli

2:05 p.m.

Afternoon Break

2:20 p.m.

1-EthicsInvestigations and Corrective Actions to Safeguard Services Companies

  • Describe why investigations are important to your organization
  • Identify the key elements of an effective investigation
  • Define the investigative process and best practices when performing interviews

 

Kohm, Frederick

Frederick Kohm, CPA, CFF
National Managing Partner- Services Industry
Partner - Advisory Services I Forensic Services
Grant Thornton LLP

3:10 p.m.

1-OtherPhiladelphia Office Market Overview

  • Contextualizing Greater Philadelphia’s office market performance against a national backdrop
  • Identifying strengths and weaknesses across the market by geography, building type, etc
  • Looking ahead at anticipated shifts in leasing, capital markets, and occupier behavior and predicting their implications on local market performance

 

Randall, Clint

Clint Randall
Director of Research
JLL

4:00 p.m.

See You Next Year!