2007 Spring Conference
May 19, 2007, 9:00 - 1:00
Best Western Hotel
380 Winter Street, Waltham, MA
This session gives an overview of what you need to know to be a landlord including tenant screening, security deposits, and much more!
Speaker: David Foote is a property owner and President of the Southern Worcester County Landlord Association (SWCLA). David has been in the rental business for several years and brings with him lots of experience and information regarding being a landlord.
Navigating through Housing Court
Get a view from the Bench. Come listen and find out the best way to be successful in Housing Court. Hear about landlord-litigant process from the Judge's point of view.
Speaker: Judge Kerman is the Presiding Justice of the Northeast Housing Court where he has served since his appointment as an Associate Justice of the Trial Court in 1990. Prior to his judicial appointment he served as the Executive Director of the Neighborhood Legal Services, Inc., legal aid organization in Lynn. Judge Kerman graduated from Duke University Trinity College in 1965 and from the Syracuse University School of Law in 1970. He is admitted to practice in New York and Massachusetts and in the federal courts. From 1965 to 1967 he served with the American Peace Corps as a middle school teacher in ermik, Diyarbakir, Turkey. Judge Kerman has served as a faculty member and assistant team leader of the National Institute for Trial Advocacy since 1984, and he teaches trial practice to lawyers and law students several times a year through NITA programs and as an adjunct member of the faculty of the Hofstra University School of Law in Hempstead, New York.
“How to protect your assets and avoid costly litigation under the fair housing law: What you think you know may not be true!”
Get the facts from a landlord and fair housing expert. In this workshop you will learn how to avoid fair housing complaints and costly litigation by understanding the state and federal fair housing laws, code enforcement and other regulations as they apply to landlords. You do have rights! Learn what they are and how they can help you in protecting your assets.
Speaker: Jamie Williamson is the Executive Director of the Massachusetts Fair Housing Center, (MFHC). Ms. Williamson is responsible for the development and maintenance of MFHC’s programs in areas of compliance, enforcement, education and outreach, public policy, consulting, finances and administration. During her tenure she has provided training and consulting services to public and private housing organizations, the housing industry, homeowners, landlords and governmental agencies. In 2005, Ms. Williamson was appointed by the Supreme Judicial Court of Massachusetts to serve on the Access to Justice Commission. Ms. Williamson teaches housing discrimination and research practices at the University of Massachusetts Amherst, where she serves as an adjunct professor. She received her B.A. in Political Science at Smith College in Northampton, MA.
Panel discussion on different aspects of managing your properties from a financial perspective.
1. Taxes - looks at different aspects of taxes from an income property perspective
2. Financial Planning - looks at your financial portfolio with respect to investment properties
3. Asset Protection - presents different ways of holding your properties (sole proprietor, corporation, LLC etc)and the pros and cons of each one.
4. Mortgages and Financing - looks at options for financing your purchases.
Taxes - Kathleen Winston
Kathleen Winston C.P.A. has operated her own Tax and Accounting business in Sudbury for over 20 years. She provides comprehensive financial consulting and support to dozens of small and growing businesses, including real estate professionals, as well as complete tax, financial, and estate planning services to individuals. She has an MBA in Taxation from Pace University (NY) and was formerly responsible for domestic tax research at Ernst & Young. http://www.kwcpa.com (978) 443-2589.
Financial Planning - Marcus Papajohn
Marcus is a well-known financial educator in the Boston area. He is a member of the Society of Certified Senior Advisors (SCSA) and is one of only 7,000 people in the country to have completed the 17-part program on the study of senior and retirement issues. MPapajohn@retirementresourcesllc.com (781) 890-3045 x408.
Asset Protection - Michele Mulvena
Attorney Mulvena is an Attorney with the Law Offices of Frank N. Dardeno in Somerville, MA. She has been with the firm since March of 2000. She is a graduate of New England School of Law, Class of 2001. Attorney Mulvena represents clients in business formation, asset protection, elder law including estate planning, probate matters, guardianships and conservatorships. Attorney Mulvena also works with the elderly and their families regarding long term care and Medicaid planning. She has conducted seminars on the topics of business formation, asset protection, estate planning for individuals and businesses, health care proxies and powers of attorney, long term care and Medicaid planning. firstname.lastname@example.org (617) 666-2600.
Mortgages and Financing - Lee Kravitz
Lee Kravitz is Senior Vice President at Source Funding Corporation of Natick, MA. He purchased his first piece of investment real estate in 1987 and continues to buy, sell and rent real estate to this day. His primary business is the financing of residential (1-4 Family) investment real estate. Having been involved as both a landlord and a mortgage broker he fully understands the concerns that new and experienced investors have. He makes sure that each borrower understands the entire process so that they can make informed decisions based on accurate information. He has a consultative approach, working to custom tailor each loan to fit his borrower’s goals. Source Funding is a full service mortgage brokerage that offers access to every type of mortgage including commercial financing. They are licensed in Massachusetts, Connecticut, Rhode Island, New Hampshire, Maine, Maryland, Virginia and Florida. Phone: 617-842-3392 fax: 617-536-5626, LeeKravitz@aol.com
Trade Secrets of 1031 Exchanging
Learn about IRC1031 deferred exchange and how to use it to protect yourself against taxes.
Speaker John Kimball
John Kimball has been involved in the exchange field since 1983. He is a member of the Federation of Exchange Accommodators, the past president of the New England Chapter of the National Council of Exchangers, received the Exchangor of the Year award form the National Council of Exchangers in 1989, and is a national speaker and educator on the benefits and pitfalls of Exchanges and related issues. John has worked as a consultant and advisor to attorneys and accountants and is a specialist in the structuring and analysis of complex transactional matters.
Speaker Timothy G. Halligan
Timothy Halligan joined the Exchange Authority in 1999 as a principal and partner. Tim brings to the partnership over 30 years of real estate and Exchange related experience. He is a past officer and director for several national exchange organizations and in 2003 earned the Federation Of Exchange Accommodators, CES Designation as a Certified Exchange Specialist.
The Exchange Authority, LLP is a Massachusetts Registered Limited Partnership. The partnership specializes in the practice of acting as Qualified Intermediaries for the exchange of real and personal properties under IRC 1031. The Exchange Authority, LLP is a member of the Federation of Exchange Accommodators and was formed in 1999 as a continuation and expansion of the Qualified Intermediary business established in 1983 by John Kimball under the firm name of Kimball and Kimball Associates. The corporate offices for the Exchange Authority are located at 6 Cottage Street, Pepperell, MA 01463.
Getting to the Next Level
Learn how to position yourself to take advantage of real estate opportunities as they become available and how to maximize your current investments through reinvestment strategies
Speaker Mark J. Leger
Mark Leger is a realtor, landlord, past president of the Waltham Rental Housing Association, and current President of the MRHA. Mark started investing in 1984 at 21 and opened his own real estate office at age 23. He specializes in helping other investors reach their goals in property ownership. email@example.com (781) 899-0223
The MRHA, and it's affiliate associations MWPOA, EMPOA, WRHA & GLLA would like to thank the following sponsors/exhibitors/advertisers for their continued support.
1031 Investment Solutions
Bain Pest Control Services
Citadel Funding Corporation
Entrust New England, LLC
First Advantage SafeRent
GJC Pest Control Services
Professional Loss Adjusters
There are still openings for exhibitors and sponsors. If you are interested, download the document below and return it to the MRHA.