The Real Estate Tax Summit - Tuesday, October 28, 2025 - 1031 Exchange Experts Equity Advantage

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We are excited to invite you to the 2025 Real Estate & Tax Summit!

A full-day in-person event dedicated to giving you the tools, strategies, and connections you need to protect, grow, and maximize your wealth, whether you are an investor or broker.

The Real Estate Tax Summit
Tuesday, October 28, 2025 9:00 am – 4:00 pm PST | Doors Open at 8:40am
53000 Meadows Road Kruse Oaks 1
Lake Oswego, OR 97035

Oregon Continuing Education Course
5 Credit hours

EQUITY ADVANTAGE is an Oregon Real Estate Agency approved provider of Continuing Education for 2025.

Spots are Limited! Secure your spot today!

Join leading experts in tax, real estate, and investment strategy as they share proven insights you can put to work immediately.

Jonathan McGuire of Aldrich CPAs & Advisors

Jonathan works with investors, developers, realtors, property managers, and other professionals across a wide range of property types, from residential developments to commercial projects. His specialties include repair regulations and their impact on property owners, as well as helping clients defer capital gains taxes through qualified opportunity zones and funds. Jonathan was named one of the Top 25 Tax Specialists in 2021 and has been featured in Forbes.

Robert Speidel of Inland Private Capital

Inland is a sponsor of alternative public and private real estate securities and provides opportunities for individuals to invest in real estate programs. Inland is involved in every aspect of commercial real estate and is responsible for several innovations that have shaped the industry. Since its inception, they have sponsored 823 real estate investment programs serving more than 490,000 investors across all major commercial real estate sectors.

Jonathan Frizzell of Kevil & Kevil

With expertise in cost segregation studies, energy-efficiency tax deductions, and R&D tax credits, he is known for his ability to advocate for clients while driving growth and sustainability. Since beginning his career in 2006, Jonathan has worked with leading cost segregation firms on the West Coast and has been an active member of the Oregon/SW WA CCIM Chapter for more than a decade, also engaging with WA CCIM, CREW Seattle, NAIOP, Belden Club of Seattle, KCIB, and the Washington Policy Center. He also supports nonprofit organizations, including RYTHER and the Downtown Emergency Service Center.

Mark Birge of Aldrich CPAs & Advisors

Mark is a Certified Public Accountant specializing in strategic tax and personal financial planning for high-net-worth individuals, business owners, and public company executives. He is also an expert in estate, gift, and succession planning, as well as family office consulting. At Aldrich’s Private Wealth Tax group, Mark works collaboratively with clients, developing tailored strategies and coordinating high-performing teams to help them achieve their financial goals.
Since joining Aldrich in 1989, Mark has played a key role in the firm’s growth, including opening its first office outside of Salem.

David Moore of Equity Advantage

David is chief executive officer of Equity Advantage, Incorporated, a nationally recognized leader in 1031 Exchange facilitation. David founded Equity Advantage with his brother Tom in 1991 after a successful career in real estate investment. Since then, Equity Advantage has developed an outstanding reputation for partnering with their investment clients to develop unique strategies for the 1031 Exchange, reducing their clients’ tax risks and increasing the value of their property portfolios.