Breakfast Series Event/Tax Reform’s Impact on the Real Estate Industry
In the most sweeping overhaul of the U.S. tax code in more than three decades, the Tax Cuts and Jobs Act was signed into law Dec. 22, 2017. Select changes in this new law affect the real estate industry more than others and should be taken into account by owners, developers, managers, and tenants.
At our February Breakfast Series Program, hear from Katz, Sapper & Miller’s Chad Halstead, who will discuss the TCJA’s impact on the economy, implications for businesses and individuals, how key components should be interpreted, and more. Chad will then join local economic development professionals Ian Nicolini of the Indy Chamber and Tim Cook of KSM Location Advisors for a panel discussion on how the new law affects development deals and economic incentives.
Chad Halstead, JD
Partner, Katz, Sapper & Miller
A partner in Katz, Sapper & Miller’s Tax Services Group, Chad has a strong background in analytical research and technical review of federal tax issues. He regularly guides clients through the development and implementation of tax structures from which government incentives can be received on a tax-free or tax-deferred basis. With experience spanning the country, Chad provides unique insight into local economic development entities and is a frequent speaker and author on this issue. Chad graduated magna cum laude with a bachelor of science degree in business administration from Indiana University and received his juris doctorate from the IU Maurer School of Law. He is a member of the Indiana State Bar Association and Indianapolis Bar Association, where he serves as chair of the Tax Section.
CEO, KSM Location Advisors
As CEO of KSM Location Advisors, Tim works closely with companies across the country during the site selection process, assisting with identifying available sites, analyzing qualified locations, and helping negotiate and secure economic development programs. Tim is also partner-in-charge of Katz, Sapper & Miller’s State and Local Tax Group, supervising and coordinating all state and local tax consulting services, including multistate taxes, unclaimed property, and controversy services. Tim has worked across nearly all major industries and with several Fortune 1000 companies. With a bachelor of science from Indiana University and a doctor of jurisprudence from the IU School of Law, Tim is a member of the Indiana Manufacturers Association’s Tax Committee, the Indiana Chamber of Commerce’s Tax Committee, and the Greater Indianapolis Chamber of Commerce’s Fiscal Policy Committee.
Vice President, Indianapolis Economic Development, Indy Chamber
At the Indy Chamber, Ian oversees a team dedicated to growing Marion County businesses, attracting new business investment, and implementing the Mayor’s vision for economic development. In addition to his work at the Chamber, Ian teaches part time at IUPUI teaching a course in Organization Behavior in the Public Sector and has taught several public management classes since beginning teaching in 2012. Prior to joining the Chamber, Ian was the Town Manager in Speedway, Indiana where he oversaw nearly $200 million in economic development projects. He was responsible for all public services of the 100th Indianapolis 500 as well as a town of 12,000 residents, all while managing a team of 125 employees and a $20 million annual budget.
Joshua Malarsky, CPA
Partner, Katz, Sapper & Miller
A partner in Katz, Sapper & Miller’s Real Estate Services Group, Josh provides accounting and tax services for clients in a variety of industries, specializing in the real estate field. He has advised on numerous transactions, including sales and purchases of retail, commercial, and residential real estate developments; historic and new markets tax credit projects; and real estate investment trust structure and compliance. Internally, Josh serves on the firm’s community outreach, recruiting, and mentoring committees. He received a bachelor of science degree in accounting and a master of business administration degree from Indiana University’s Kelley School of Business.
7:30am – 8:00am – Continental Breakfast and Networking
8:00am – 9:00 am – Presentation and Q & A
ULI Members: $20; $10 Under 35 or Public/academic/non-profit; $5 Students
General Public: $50; $40 Under 35 or Public/academic/non-profit; $10 Students
Sponsors and Public Agencies eligible for complimentary registrations – watch your email for discount code.
Advance registration is open through February 20. After that date, please plan to register on-site. On-site registrants will not have a pre-printed name badge.