Meeting-planner resources
Speaker biography, introduction, program direction and the current headshot—all in one place.
Use the materials below for event planning and promotion. Download the speaker sheet below, or use your browser’s Print or Save as PDF option for these planning materials.
Speaker overview
National Tax Mitigation Speaker for CPAs
1031 Exchanges · Delaware Statutory Trusts · Opportunity Zones 2.0
Flagship program: Advanced Tax Mitigation Strategies Every CPA Should Know
Formats: Conference sessions, CPE/CE programs, lunch-and-learns, webinars, panels and firm training.
Audiences: CPA associations and firms, tax attorneys, commercial real estate brokers, business brokers, QIs, financial professionals and professional associations.
Paul Hogenson is a national tax-mitigation speaker and educator for CPAs and other professionals. His programs cover 1031 exchanges, Delaware Statutory Trusts, Opportunity Zones 2.0 and advanced real estate tax-mitigation strategies. As Founder and CEO of DST Investment Advisors and Opportunity Zone Advisors, he brings a practical perspective shaped by a career in real estate and finance.
Paul Hogenson is a national tax-mitigation speaker and educator for CPAs and other professionals. His programs cover 1031 exchanges, Delaware Statutory Trusts, Opportunity Zones 2.0 and advanced real estate tax-mitigation strategies. As Founder and CEO of DST Investment Advisors and Opportunity Zone Advisors, he brings a practical perspective shaped by a career in real estate and finance.
Paul’s perspective has been shaped by approximately 20 years in mortgage lending, roughly 15 years owning and managing investment real estate and approximately 20 years of real estate licensing experience. His presentations translate complex rules and investment structures into practical concepts that professionals can use when discussing client situations.
Programs emphasize planning considerations, strategy differences, investment limitations and coordination among the client’s professional advisors. Presentations can be adapted for association conferences, professional education programs and private firm sessions.
Our speaker today is Paul Hogenson, a national tax-mitigation speaker and educator for CPAs and other professionals. Paul is the Founder and CEO of DST Investment Advisors and Opportunity Zone Advisors. He brings a practical real estate and finance perspective to 1031 exchanges, Delaware Statutory Trusts and Opportunity Zone planning. Please join me in welcoming Paul Hogenson.
For an in-person presentation, plan for a screen or projector, a presentation connection and a microphone appropriate to the room. For webinars, share the platform, presenter access and rehearsal arrangements. Final requirements are confirmed for each engagement.
Please include session length, expected attendance, audience experience and any CPE/CE sponsor requirements in your inquiry. Availability, fees, travel and final program scope are confirmed directly.
Tell us about your organization, audience, preferred topic and event date.
A concise overview of Paul’s biography, speaking experience, flagship program, audiences and delivery formats for your planning team.