Speaking & professional education

Tax Mitigation Speaker for Professional Audiences

Conference stage, firm conference room or virtual classroom—bring a practical perspective to complex real estate tax strategies.

01

Conference presentations

Focused presentations for CPA societies, tax conferences, real estate events and professional associations. We shape the scope and depth around your agenda.

Plan a conference session →

02

CPE / CE programs

Structured education with defined learning objectives and organizer coordination on credit, materials, attendance and delivery requirements.

Review program details →

03

Lunch & learns

An interactive 60–90 minute discussion for CPA firms, law firms, commercial brokerages, business brokers, QIs and financial professionals.

Plan a lunch & learn →

04

Webinars & virtual education

Reach geographically dispersed teams or association members through a focused virtual program with room for practical questions.

Plan a webinar →

05

Panels & moderated discussions

Add a transaction-focused perspective to conversations with tax, legal, real estate and financial professionals.

Discuss your panel →

06

Firm training & client events

Build a shared understanding of exchange planning, DST structures and Opportunity Zone considerations across your team or professional community.

Bring Paul to your firm →

What organizers can expect

Clear scope.
Useful takeaways.

  • An advance conversation about the audience, experience level and event goals.
  • A defined topic, format and learning objectives.
  • Practical examples, audience questions and advisor coordination considerations.
  • Speaker biography, introduction and current headshot for event promotion.
  • Coordination on program materials and CPE/CE requirements when applicable.

View meeting-planner resources →

Bring practical education to your audience.

Let’s shape a program around your professionals, your event and the questions their clients are asking.

Book Paul to Speak