CLA Livestream: Estate and Gift Tax Proposal Implications

Jennifer Rohen, Lori Peterson and I spoke on last week’s Livestream about potential changes to estate and gift taxes and Section 1031 exchanges. Our primary takeaway: stay informed, but don’t panic…yet. Please click here to watch a replay of our conversation.

  • Managing Principal of Industry - Real Estate
  • CliftonLarsonAllen LLP
  • Century City (Los Angeles)
  • (310) 288-4220

Carey is the Managing Principal of the Real Estate Industry at CLA. He is a trusted advisor with close to 20 years of experience providing accounting, assurance, tax, and consulting services to real estate industry owners, operators, family offices, developers and syndicators. Carey has a strong track record of helping clients build and retain capital by leveraging tax- and cost-saving strategies and employing tax credits and incentives. He also consults with high net worth individuals, large family groups, and owners of closely-held businesses on all aspects of tax planning, estate planning, and retirement planning.

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