Local Office Blogs

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February 9, 2018
CBIZ keeps you up-to-date about tax reform changes.

On Jan 30th 2018, Bennett Berg, CPA, from Chicago office presented a webinar on "How the Real Estate Sector Can Prepare for Tax Reform Changes" with Larry Rosenblum, Bill Smith and Nate Smith.

Bennett is the Tax Practice Leader of Chicago office and has been a leader in both teaching and contributing tax solutions across all the firm's clients and offices. He is proficient in the structuring and planning of transactions for both significant real estate developers and for closely held businesses across a variety of industries.

February 16, 2016
Steve Dunavant Managing Director for the Memphis office, will present a webinar as part of the CBIZ & MHM Executive Education Series.  Joel Superfon, Director of Investment Management & Advisory Services at Dudley Ventures  will co-present.

This webinar, Emerging Trends in Real Estate - Tax Incentives as Part of Capital Formation, will include an overview of the New Market Tax Credits (NMTCs), types of projects that qualify, community impact, and various technical aspects of the tax credit strategy.

Steve and Joel will also discuss how the NMTCs and Historic Tax Credits (HTCs) can be employed along with traditional sources of capital (bank and government loans, grants, investor capital) to fund real estate development project costs.

To register for the webinar on February 25th, or for more information, click here.

November 17, 2015

Steve Dunavant, Managing Director for the Memphis Office, will present at the Emerging Trends event hosted by the Urban Land Institute of Memphis.  Highlighting one of the city's biggest real-estate development projects in decades, Steve will give attendees an inside look at Crosstown's New Market Tax Credits.  Joel Superfon, Director of Investment Management & Advisory Services at Dudley Ventures, and Gil Uhlhorn, Member at Bass, Berry & Sims, PLC., will co-present.

The breakfast will be held on Thursday, December 3rd from 8:00 am to 10:30 am at the Memphis Botanic Garden.  Check-in opens at 8:00 am with coffee and continental breakfast.  The program begins promptly at 8:30 am.

For more information or to register for the event, click here.

November 12, 2015

Eric Barnes, publisher of The Daily News, opened the Nov. 5th Commercial Real Estate Seminar with a nod to the attendees, "This is our best attended seminar series, and I’m sure today’s panelists will not disappoint."

McLean Wilson of Kemmons Wilson Inc., headlined as the keynote.  Since 2011, McLean has been leading the re-development efforts of the Sears Crosstown Redevelopment Project in Memphis.  During his address, McLean spoke about the importance of the mix-use space at Crosstown Concourse and its intentional collaboration between the arts, education, and healthcare.

The overarching theme to the group of presentations was that Memphis is a city on the rise and of choice for many investors. In fact, Brian Whaley of CBRE Memphis noted that there is over one million square feet of retail space planned or currently under construction, and we continue to see investors from outside of Memphis bring new life to the community.

In addition to Wilson and Whaley, other event panelists included Tim Mashburn of Colliers International, Jimmy Ringel of Makowsky Ringel Greenberg, and Kemp Conrad of Cushman & Wakefield | Commercial Advisors LLC.

A crowd of over 250 gathered for the #MEMCRE event at the Brooks Museum.  To read further coverage of this event, visit the Memphis Daily News website.

November 26, 2014
Eric Barnes, publisher of The Daily News, opened the Nov. 6th Commercial Real Estate Seminar with a nod to the attendees, "This is the first seminar series ever sold out." Perhaps it was the keynote speaker, Robert Loeb of Loeb Properties Inc., who brought out a larger than ever crowd. Loeb Properties is arguably most well-known for its redevelopment of Overton Square, but the group is developing Memphis areas outside of Midtown. Most recently, Loeb has expressed an interest in rejuvenating part of the Highland Strip near the University of Memphis campus.

Crowd at CRE SeminarThe overarching theme to the day's group of presentations was that Memphis is a city on the rise and a city of choice for many investors. In fact,  Steve Woodyard noted in his presentation that there were 17,000 new jobs created in Memphis between 2008 and 2012, and we continue to see investors from outside of Memphis bring new life to the community.

A crowd of over 200 gathered for the #MEMCRE event at Brooks Museum. To read further coverage of this event, visit the Memphis Daily News website.

Photos courtesy of Andrew Breig, Daily News.


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