Charles H. Egerton, Founding shareholder in the firm’s Tax Department, is a featured speaker at the 69th Annual Virginia Conference on Federal Taxation being held at the University of Virginia Darden School of Business in Charlottesville, Virginia on June 9, 2017. A description of his presentation follows:
“Optimizing Capital Gains in Real Estate Transactions” – There has been an uptick in real estate transactions in the past few years as the economy has slowly emerged from the depths of the “Great Recession.” As a result, tax advisors must find creative ways to maximize long-term capital gains and minimize capital losses. This session will focus on rates, holding periods, character-freezing provisions, and the often-litigated dealer vs. investor distinction. It will also explore possible ways to convert high-rate gain into lower-rate gain.
Mr. Egerton’s presentation outline is provided here: Outline: Optimizing Capital Gains Tax Rates in Sales Transactions.
Mr. Egerton is a tax and corporate attorney whose practice emphasizes tax planning for real estate transactions including tax-free exchanges, planning to preserve long-term capital gains in dispositions of real estate, tax planning for debt restructuring and workouts and tax structuring of joint ventures for the acquisition and development of real properties; negotiating and drafting partnership and limited liability company agreements; mergers, sales and acquisitions of businesses; and the handling of federal tax controversies at the audit, trial and appeals levels. He is Board Certified in Tax Law by The Florida Bar Board of Legal Specialization.