Live Event
Smart Tax Deferral Strategies for Capital Gains
Opportunity Zones 2.0, 1031 Exchanges, and More
Date
Tuesday, November 10th
Time
6:30pm EST
With Ben Spielman, Aron Pinson, Matthew E. Rappaport and Sam Sontag. Meet the panelists →
Refreshments will be served
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Tuesday, November 10th · 6:30pm EST
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About the event
Join Roth&Co and Falcon Rappaport & Berkman for an informative discussion on smart tax deferral strategies for capital gains.
Explore Opportunity Zones 2.0, 1031 exchanges, and additional strategies to help investors navigate evolving tax rules, maximize opportunities, and make informed investment decisions.
What we’ll cover
Opportunity Zones 2.0
Why Opportunity Zones 2.0 may be more attractive than ever under Trump’s new rules
1031 exchanges
How to choose between a 1031 exchange and an Opportunity Zone
Additional strategies
Where capital gains tax strategies can apply beyond real estate
Meet the panelists
Accounting, investment management, tax law and 1031 exchange expertise on one panel. Select a panelist to read their bio.
Panelists
Ben Spielman, CPA
Real Estate Partner
Roth&Co
Ben Spielman
Real Estate Partner
Roth&Co
Ben Spielman, CPA leads Roth&Co’s tax compliance department and acts as co-chair of its highly specialized real estate department. Ben works primarily with business entities in the e-commerce and healthcare industries, and for high-net-worth individuals, trusts, and estates. He has extensive experience servicing the real estate industry where he assists owners, operators, investors and syndicators achieve their financial goals. His formidable command of the complexities of real estate financing, purchasing and maintenance serve as a stronghold for his clients’ real estate holdings. He excels in finding creative solutions to tough tax problems and complex property ownership structures.
Ben graduated with a bachelor’s degree in accounting from Touro College in 2009. He is a certified public accountant as well as a member of American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA).
Aron Pinson, CFA
Founder and CIO
Equinum Wealth Management
Aron Pinson
Founder and CIO
Equinum Wealth Management
As Founder and Chief Investment Officer at Equinum, Aron helps clients by managing their investments with complex strategies tailored to their individual needs. He also brings a longstanding passion for investing that predates his professional experience in the business.
From the young age of 13, Aron was involved in equity markets, trading his own accounts and learning all he could about the complexities of financial marketplaces. Today he leverages over 20 years of professional financial market experience, with a service history as a financial advisor consultant, equity analyst, and risk manager. He is a CFA® Charterholder and a member of the CFA® Institute.
Beyond investing in the public markets, Aron has buoyed multiple private companies by providing working capital and leadership guidance to great success—mostly through the JTank platform. He also shares his business wisdom with the many who reach out for assistance in their businesses.
Matthew E. Rappaport, Esq., LL.M.
Vice Managing Partner & Chair of Taxation
Falcon Rappaport & Berkman LLP
Matthew E. Rappaport
Vice Managing Partner & Chair of Taxation
Falcon Rappaport & Berkman LLP
Matthew chairs FRB’s Taxation and Private Client Groups. He concentrates his practice in Taxation as it relates to Real Estate, Closely Held Businesses, Private Equity Funds, Family Offices and Trusts & Estates. He advises clients regarding tax planning, structuring, and compliance for commercial real estate projects, all stages of the business life cycle, generational wealth transfer, family business succession, and executive compensation. He also collaborates with other attorneys, accountants, financial advisors, bankers, and insurance professionals when they encounter matters requiring a threshold level of tax law expertise.
Matthew is known for his work on complex deals involving advanced tax considerations, such as Section 1031 Exchanges, the Qualified Opportunity Zone Program, Freeze Partnerships, Private Equity Mergers & Acquisitions, and Qualified Small Business Stock. He has served as a trusted advisor for prominent real estate funds, executives of multinational corporations, venture capitalists, successful startup businesses, ultra-high net worth families, and clients seeking creative solutions to seemingly intractable problems requiring tax-focused analysis.
Sam Sontag, CPA, LL.M
CEO and President
The Sontag Group, LLC
Sam Sontag
CEO and President
The Sontag Group, LLC
Sam Sontag is a leading expert in 1031 exchanges, with over 30 years of experience in tax law and investment strategy. A CPA and attorney with advanced degrees in taxation, including an MBA and LLM, Sam combines deep technical knowledge with practical expertise to guide clients through complex tax-deferred property exchanges.
After 11 years at Deloitte, Sam became a trusted advisor in the field, sought out by peers and exchange companies for his insights. Under his leadership, The Sontag Group, LLC has facilitated over 5,000 successful exchanges, ranging from modest transactions to deals exceeding $300 million.
As a certified exchange specialist, Sam is committed to professionalism and excellence. He collaborates with clients’ legal and accounting teams to deliver tailored, tax-efficient strategies, helping investors achieve their financial goals with confidence.
Venue
Event Square Ball Room, 3611 14th Ave., Brooklyn, NY
Tuesday, November 10th at 6:30pm EST.
See you on November 10th
Tuesday · 6:30pm EST · Event Square Ball Room, Brooklyn