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DevelopME Committee’s Lunch & Learn Event – Tax Preparation and its Role in the Development Process

January 17 @ 11:30 am - 1:00 pm

$45.00 – $55.00

January 17, 2024 – 11:30 – 1:00 PM
Lunch: 11:30 am – 12:00 pm
Program: 12:00 -1:00 pm

In-Person – Pre-registration is required.

McGoldrick Career & Student Success Center
35 Bedford Street, Portland, ME

Seating Capacity: 110 – We will not be able to accommodate walk-ins.

EVENT PARKING:  Everyone that parks on the USM Campus in the Bedford Street Garage has to use the digital parking system. You can pre-register for your parking session or do it upon arrival.  To avoid a parking citation, you must begin your digital parking session – and pay – within 10 minutes of parking.  You can also pre-schedule your session.  Click Here to Download the Event Parking Instructions.

About the Event:

Kickstart your real estate journey! Join MEREDA’s Emerging Leaders Committee for its next Lunch & Learn Event!

In this fourth installment of the DevelopME series of panel discussions organized to understand the roles and responsibilities of professionals engaged in development projects, this session will cover a high-level overview of both tax strategy/implication and provide insight and legal considerations when structuring a real estate deal.

Meet our Presenters:

Jim Cardosi is a tax senior manager in Wipfli’s South Portland office and provides comprehensive tax services, with a focus on self-employed individuals and small businesses.

Jason Howe is a Partner in Preti Flaherty’s Corporate and M&A Practice Group and chair of the firm’s Real Estate and Finance Practice Group, practicing primarily out of the firm’s Portland office. 

DevelopME Committee Co-chairs, Matt Pitzer of Simpson Gumpertz & Heger and Gwen Hulit of US Bank will moderate the program.

Refund Policy: Your RSVP is requested by January 10. Payment is expected at the time of registration. No refunds will be granted to anyone who registers, but fails to attend or who cancels after January 10.

Ticket Prices:
Members: $35 each | Non-Members: $45 each

Prices increase by $10 after January 10.

Parking Note: 
By purchasing these tickets, you confirm that you have read and understand the Event Parking information provided by the McGoldrick Career & Student Success Center above.


January 17
11:30 am - 1:00 pm
$45.00 – $55.00


McGoldrick Career & Student Success Center
35 Bedford Street
Portland, ME 04102


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