Cory Caddell, Tax Services Manager

Cory began his career seven years ago in accounting with LGT. He has extensive experience training and supervising staff, as well as teaching in-house CPE courses within the real estate and tax environments. Some of his current responsibilities include the preparation and review of individual, corporate, and partnership income tax returns, as well as state income and franchise tax returns.

Recent Posts

Finding the right QI for your Section 1031 exchange

Posted by Cory Caddell, Tax Services Manager on Jun 26, 2017

So, you’ve decided to participate in an Internal Revenue Code (“IRC”) Sec. 1031 exchange. Qualified intermediaries (“QIs”) can make or break your exchange, so hiring the right one is crucial. Here’s what you need to know.

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Topics: Real Estate, Accounting Tips, Tax, Construction

Coming into its own: LLC investments

Posted by Cory Caddell, Tax Services Manager on Sep 7, 2016

During the last decade, limited liability companies ("LLCs") have become one of the most preferred forms of business entities through which to hold title to investment real estate properties. Prior to LLCs, real estate investors seeking limited liability protection were largely limited to using corporations to acquire title — a form of entity that has potential drawbacks.

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Topics: Real Estate, Accounting Tips, Tax, Construction

When a bargain isn’t a bargain

Posted by Cory Caddell, Tax Services Manager on Jul 26, 2016

Factors to consider when purchasing property

Even though today’s real estate market has improved, you can still find investment properties at bargain prices. But, as with any real estate investment, the price may be too good to be true. Therefore, you’ll need to consider more than just the purchase price.

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Topics: Real Estate, Tax