**SOLD OUT**ULI Oklahoma Luncheon: Development Finance 201 - Tax and The Capital Stack


Tuesday, February 11th, 2020
11:30am - 1:00pm CST


Packard's New American Kitchen Will open in a new window 201 NW 10th ST Oklahoma City, OK 73103-3924 UNITED STATES


Pricing Members Non-Members
Private $25.00 $35.00
Public/Academic/Nonprofit $25.00 $35.00
Retired $25.00 N/A
Student $25.00 $35.00
Under Age 35 $25.00 $35.00

There are many ways to enter and to exit a development deal.  We’ll discuss some of the primary components of the capital stack as we look at the ins, the outs, and why they matter.

Capital Stack Power Point Presentation

  ***This event is SOLD OUT***

 Meghan Bruner began her career with a regional public accounting firm in Denver, CO where she worked with privately held companies and their owners specifically in the areas of real estate investment and oil and gas. She served as the assistant controller for a locally owned real estate investment company in Denver before moving to Grant Thornton LLP  in Oklahoma City where she currently serves as a Tax Director in the National Privately Held Business division of Grant Thornton LLP.

 Rich Johnson is a transactional and taxation attorney who focuses his practice on a wide range of legal issues. As a member of the taxation group of McAfee &Taft, Rich enjoys advising clients on structuring economic development projects to qualify for state and federal tax incentives, such as New Markets Tax Credits (NMTCs), federal and state historic rehabilitation tax credits, and tax increment financing (TIF) districts. He also represents corporate and individual taxpayers in state and local taxation matters, federal and state tax appeals, and related litigation matters. Finally, Rich has significant experience in advising clients regarding state ad valorem taxation matters, including securing exemptions from ad valorem taxation for large nonprofit and hospital clients.

 Daniel Thompson’s experience includes oil and gas, construction, insurance, and software development industries, in both the PE backed flow-through and public sector. As a senior manager on Grant Thornton’s Partnership Capital Account Maintenance team, Daniel has extensive experience working with partnerships and limited liability companies.  He specializes in partnership acquisitions and divestitures, partnership equity structure consulting, and partnership capital account maintenance.


Need help registering for an event?  Please call Customer Service 1-800-321-5011. Please reference event #8122-2005.

If you are requesting a complimentary registration (Sponsor, etc.) contact the ULI Oklahoma general mailbox at oklahoma@uli.org. Thanks!

Packard's New American Kitchen 201 NW 10th ST Oklahoma City, OK 73103-3924 UNITED STATES

view map Will open in a new window