Sept Roundtable: RE Investor Tax Strategies, With Guest Experts

Going forward, we’ll bring in an expert guest to go deep on our topic. The format will still be conversational and casual, but now you’ll also get professional insight alongside the peer-to-peer conversation. Perhaps with some exceptions, we’ll meet once a month, on a Wednesday evening, at a conference room where 10-20 people can hear each other better.
This month’s theme: Real Estate Tax Strategies for Investors
Our guest experts: Tyler Donanellan, Senior Tax Manager at Prager Metis CPAs, and George Gabler, Partner at Prager Metis CPAs, both of whom are locals. They’ll provide expert insight and advice regarding complex real estate investment situations and entity structures. And they’ll support this with real-life stories, some of which might blow your mind.
Limitations: Seating is limited to 20, so if you’re not a real estate investor yourself, or otherwise working on becoming one, this gathering is not for you. Sorry to say.
RSVP: Due to limited space, we need you to RSVP. And I’ll send an update if we max out capacity.
Logistics:

• When: Wednesday, September 24, 2025. Doors open at 5:45 pm. Discussion from 6:00 – 7:45 pm (or so).
• Where: 230 Hilliard Avenue, Suite 1, Asheville, NC 28801. This is Movement Mortgage’s office. Parking is easy and free.

Format:

• It won’t be a formal presentation with a slide deck, but instead will be a guided conversation and more casual in nature.
• As in the past, we’ll start the meeting with everyone introducing themselves.
• I’ll start the discussion with some key questions for our guests.
• As time moves on we’ll transition to open Q&A and real-life scenarios you bring to the table.
• Of course, please try not to dominate the conversation and thereby make it hard for others to get involved.

Looking forward to seeing you soon!

Mitch Davidson