Rental Property Tax Myths Debunked with Adam and Tracy of GJM Advisory

We’re excited to welcome Adam McCurdy and Tracy Gilliam as our featured speakers for “Rental Property Tax Myths Debunked.” With tax season just getting underway, the timing couldn’t be better to separate fact from fiction and uncover strategies every real estate investor should understand.
Whether you’re brand new to investing or a seasoned pro, Adam and Tracy will share practical insights that can help you avoid costly mistakes and make smarter tax decisions for your rental properties. This is one you won’t want to miss.
Adam McCurdy:
Graduated from Loyola University Chicago with a BA in finance and economics in 2010. He obtained his MBA from University of Chicago’s Booth School of Business in 2017. His entire career has focused on helping clients with their financial aspects, including tax & accounting, investments, retirement planning, estate planning, and private equity. He teaches as adjunct professor at his alma mater, Loyola. In 2022 Adam and Matt partnered to merge with David and Mark to form GJM Advisory. He ran track at Loyola and though he can’t run much anymore, he continues to stay fit with other activities. Besides sports, one of his favorite pastimes is reading.
Tracy Gilliam:
Joined GJM Advisory with a passion for helping small business owners make sense of their numbers so they can make confident, informed decisions. With a strong foundation in bookkeeping, tax preparation, and financial advisory services, she works closely with clients to deliver practical solutions built on trust, clarity, and care. Faith is central to Tracy’s approach, and she brings integrity, humility, and purpose into every client relationship. She is currently pursuing her Enrolled Agent (EA) certification as part of her commitment to ongoing growth and excellence. Outside of work, Tracy enjoys spending time with her family and serving others in her community.

For more information and to register for this event, go to: https://careia.org/events

General Meeting:

Whether you own 200 units or have no real estate experience, anyone who has an interest in real estate investing is invited to attend our General Meeting. Each month a different speaker will share information on topics relating to the many aspects of investing in real estate and being a landlord. Our General Meetings provide a great opportunity to network with experienced real estate investors from all over the Chicago land area. We also have an extensive real estate library for our members to use. The General Meeting is held on the 2nd Monday of each month.

Want to learn more about CAREIA & Real Estate Investing? Follow us on Facebook (https://www.facebook.com/ChicagoAreaREIA/).

-----------------------AGENDA------------------------

Pre-Meeting Networking 6:45-7:05 p.m.

CAREIA Announcements 7:05-7:15 p.m.

Speaker 7:15-7:45 p.m.

Speaker Q&A 7:45-8:15 p.m.

Closing Remarks / Close Out 8:15-8:20 p.m.

Optional Post-Meeting Networking 8:20-9:00 p.m.

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Cost: Admission is free for members and $15 for non-members. No children under 15-years old allowed at this event. Cash, Check or Credit Cards accepted. You can always become a member of CAREIA for just $99.00 a yr.

New memberships can be accepted at this General Meeting. Cash, Check or Credit Cards accepted.

FYI: We're a Not For Profit. We Educate You; We Don't Sell You.

**Attention Vendors: No Product Literature or Business Cards are allowed at our General Meetings or Networking Nights.

Disclaimer

If you would like to reach our members in more ways than just networking and attending CAREIA sanctioned events, we have a great Vendor Membership program for you. Not only do you get to attend all of our meetings for free, but we will maximize your companies exposure by advertising extensively to our already large and growing membership base, showcase you and your business at our general meetings, and, allow your company to sponsor workshops that can help our member's see what kind of value you bring to the table while building credibility for yourself. Please contact our Vendor Chairperson at our General Meeting or via E-mail for more information: vendors@careia.org