Concurrent Session 3: REIT Tax Primer

Asset and income tests
UPREIT issues
Shareholder rules
Dealer sales
Best practices in implementation and operational issues

Lary Wolf, Partner, Roberts & Holland LLP

Kenneth Betts, Partner, Winston & Strawn LLP
Wendi Kotzen, Partner, Ballard Spahr LLP
Ameek Ponda, Partner & Director-Tax Department, Sullivan & Worcester LLP
Agnes Webb, VP-Tax Compliance, EdR

Nareit®, the Nareit®, is the worldwide representative voice for REITs and publicly traded real estate companies with an interest in U.S. real estate and capital markets. NAREIT’s members are REITs and other businesses throughout the world that own, operate, and finance income-producing real estate, as well as those firms and individuals who advise, study, and service those businesses.