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O'CONNOR REAL ESTATE EVENTS |
- Apartment Forecast Luncheon
January 21st, 11:30 a.m. - 1:00 p.m. Location: Intercontinental Hotel 2222 West Loop South, Houston Speakers: Richard Zigler, Kaplan Management Co., Inc. TBA
- Office Forecast Luncheon
February 18th, 11:30 a.m. - 1:00 p.m. Location: Intercontinental Hotel 2222 West Loop South, Houston Speakers: John Pruitt, CB Richard Ellis Brandi McDonald, TRANSWESTERN
- Economic Forecast Luncheon
March 11th, 11:30 a.m. - 1:00 p.m. Location: TBA Speakers: Bill Gilmer, Federal Reserve Bank of Dallas Dr. Barton Smith, IRF Center for Public Policy
- Land Forecast Luncheon
March 25th, 11:30 a.m. - 1:00 p.m. Location: Courtyard on St. James 1885 St. James Place, Houston Speakers: Charles Schwartz, Avanti Investment Advisors Inc. Phil Lewis, McDade, Smith, Gould, Johnston, Mason + Company
- Retail Forecast Luncheon
April 22nd, 11:30 a.m. - 1:00 p.m. Location: TBA Speaker: Ed Wulfe, Wulfe & Co.
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Cost Segregation Tax Deduction Consultants - O'Connor and Associates Tax Advice Phoenix
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Carl Thornton, Managing Director, Appraisal Services Carl Thornton oversees operations for all commercial property appraisal related services, including the technical implementation of our growth in cost segregation as a tool for federal tax reduction. He is a Texas State Certified General Real Estate Appraiser with additional certifications in 25 states. He provides the technical compliance review of cost segregation reports, while managing all support functions for timely production. Carl has been with O'Connor & Associates since 1999. He is a graduate of Wayland Baptist University.
Mike Olivares, National Director Mike Olivares has 18 years of consulting, sales, sales management, and operational management experience in the information technology, retail, and real estate industries. Mike's experience represents a particular focus on developing accounting and financial solutions for small and mid-sized companies to Fortune 100 companies through consulting services. His real estate background includes software consulting, residential, and federal tax reduction consulting. Mike oversees the sales and expansion efforts for the Central US region, including Texas, Missouri, Illinois and Minnesota. He holds a Bachelor of Science in Organizational Speech Communication from the University of Texas at Austin.
King White, Practice Manager, Real Estate Consulting King White has over 30 years of consulting experience on behalf of clients, ranging from small business owners to fortune 100 companies, working to reduce taxes and improve financial performance. In the past few years alone, he has advised companies across the nation representing over $5 Billion in office, multi-family and hotel real estate assets. His technical expertise includes federal, state and local tax reduction and tax deferral, as well as various strategies to cut transaction costs through purchase accounting and valuation best practices. King is a graduate of the University of Houston and a past Certified Financial Planner, Registered Investment Advisor, and Registered Representative with a Series 7 license.
William Bandy, CPA Bill Bandy has 32 years of CPA experience that includes the real estate, construction and oil & gas industries. After gaining audit experience with Peat, Marwick, Mitchell and Company, Bill founded his own firm, Blakely & Bandy, Inc., focused on real estate and tax in 1981. Bill has worked with O’Connor and Associates for more than 10 years on various tax and real estate matters related to valuation, appraisal, property tax, organization of real estate entities, 1031 exchange and cost segregation. He was a member of the team who launched our cost segregation services practice more than five years ago and remains our primary advisor in assisting clients and their CPA’s to better understand how cost segregation and related depreciation strategies can save them tax dollars.
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