4550 Heafey Rd
Oakland, CA 94605
Even after hearing the latest income and property tax (Prop 68) updates and talks on vesting and trade rules, you still may not be able to apply this information to a real situation. Join us in Oakland on Tuesday, May 8 as our panel will analyze complicated case studies and demonstrate how to apply complex new laws and regulations to real life situations that involve trusts and LLCs with multigenerational and partnership issues.
Moderator Bill Hart, CCIM
Bill specializes in commercial property sales and leasing of industrial, retail office, multi-family properties, commercial condos and land in Marin and Sonoma County Bill joined Bradley Real Estate in 2010, expanding their commercial real-estate expertise and servicesas their first commercial borker. Bill began his real estate career in 2000, working for Marin County commercial real estate brokers Keegan and Coppin Inc. and Orion Partners Ltd. He was Top Producer, Commercial Division, for Bradley Commercial in 2010, 2011, 2012, and 2013, 2015 and 2017.
Timothy Galusha, Esq.
Thompson Welch Soroko & Gilbert LLP
Tim is a partner of the firm focusing on real estate, business, and partnership law, and specializing in property tax issues. Since 2003, he has lectured on property tax issues concerning Proposition 13 and reassessment. He is the co-author with Wayne Gilbert of “Understanding Property Tax Treatment of Trusts” (Winter, 2007) Vol.12, No. 4, Trusts and Estates Quarterly.
Certified Exchange Specialist
Investment Property Exchange, (IPX 1031)
Ron is designated as a Certified Exchange Specialist®, one of fewer than 130 people nationwide who has earned that certification as accredited by the Federation of Exchange Accommodators. Over the past 16 years, Ron has taught 1031 Exchange accredited courses to over 30,000 investors, real estate agents and others. Ron is a frequent contributor on local radio and television real estate shows and is a guest lecturer at the College of San Mateo, Menlo College and San Francisco State University.
Tim Tikalsky, CPA
RINA Accountancy Corp.
Tim specializes in tax planning, compliance and consulting for medium-sized to large closely held companies, partnerships and fiduciaries. He has extensive experience in handling engagements with multi-state and foreign operations. His current passion is helping company’s enhance their performance and profits with RINA’s Performance Management services where he acts as a facilitator and advisor.
Book Club (9:00 am)
You are invited to NCalCCIM’s Book Club right before the Mentoring session. Our purpose is to read books related to our industry and have thoughtful and well-rounded discussions that helps enhance and grow our knowledge. Agreement with the various authors’ viewpoints are not required and debate is recommended. Join us by phone: 641-715-3277
Mentoring Session (10:00 am)
Fathia Macauley is Director of Business Development, Northern California for Clearinghouse CDFI, a community development financial institution that meets unmet credit needs in California, Nevada, Arizona and New Mexico. At Clearinghouse CDFI, Fathia provides innovative commercial real estate financing for community facilities, affordable housing development and small businesses. She has focused on community development and finance for almost 25 years and has authored and edited works on neighborhood revitalization and community investment.
Have/Want Marketing Session (11:00 am)
Have a commercial property that you want to buy, sell or trade? Bring it to the Marketing Session to share with your colleagues. Email a Powerpoint slide or pdf to firstname.lastname@example.org.