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Registration

Click Here to Register for the 2010 SHORE SYMPOSIUM

View the Speaker Biographies

 

AGENDA

8:30 – 9:00 a.m.
Registration and Gourmet Breakfast Buffet

9:00 – 9:05 a.m.
Welcome and Introductions - Margo McDonnell, CES®, 1031 CORP.
 

9:05 – 9:35 a.m.        
Overview of 1031 Exchanges - Margo McDonnell, CES®, 1031 CORP. 
Their many benefits and the basic requirements of a successful 1031 tax-deferred exchange will be reviewed.  We will also discuss a 2008 “safe harbor” that allows the exchange of vacation homes under certain circumstances.  Does your property qualify?

9:35 –9:50 a.m.                                             
Structured Sales - Judy Wetzel, CFP®, Kades-Margolis Corp.
A structured sale is tax deferral strategy that may work when a 1031 exchange is not an option.  If you are selling a vacation home, want to purchase a lower priced 1031 replacement property or simply do not wish to acquire another property this may be for you.

9:50 - 10:00 a.m.                                           
Title Issues Involving NJ Shore Real Estate - John Linnington, The Title Company of Jersey
New Jersey Non-Resident Withholding Tax, 1% Mansion Tax and riparian water rights are just a sampling of issues that face buyers and sellers of property at the NJ Shore and we will provide an overview so you know what to expect.
 

10:00 – 10:15 am
The Facts about Shore Financing - Kate Logue, Citizens Bank
How available is financing for investment properties and second homes at the Shore?  What are lenders looking for when qualifying you?  What about jumbo loans?  We will give you the facts you need.

10:15 -10:25 am
Break

10:25 – 11:45 am
South Jersey Shore Market Watch 
Whether you own or are thinking about buying or selling at the Shore, a realistic overview of the real estate market activity, including sales and rentals, will be provided by these top producing REALTORS® from the Shore. 

Brigantine - Marie Le Pera
            Prudential Fox & Roach, REALTORS® - Brigantine

Margate & Atlantic City - Paula Hartman
            Prudential Fox & Roach, REALTORS® - Margate

Ocean City - Joe Sheppard
            Prudential Fox & Roach, REALTORS® - Ocean City - 55th Street

                             
Stone Harbor & Avalon - Daniel Bowersock
            Ferguson Dechert Real Estate, Inc., Avalon

                               

The Wildwoods & Cape May - Paul “Z” Zografakis
            RE/MAX of the Wildwoods and at the Shore

 

11:45 a.m. – 12:00 noon
Questions & Answers            Moderated by Margo McDonnell

Our expert panelists will be available to answer questions.


2010 JERSEY SHORE
REAL ESTATE SYMPOSIUM
SPEAKER BIOGRAPHIES

Paula Hartman

Paula Hartman
Prudential Fox & Roach, REALTORS® - Margate

Paula Hartman has consistently earned top national honors for record-breaking sales in the Atlantic City area.  Known for her vivacious enthusiasm, integrity, reliability and master-class negotiating skills, Paula's client base is very impressive. With more listings than many real estate broker offices, Paula is overwhelmingly successful in matching buyer and seller for the most successful transaction.  Her knowledge and admirable history as an award winning business entrepreneur has made her the most sought after real estate agent in the Longport, Margate, Ventnor, Atlantic City and surrounding down beach marketplace.  She has created an unbeatable formula for success.  Her superior resources and reputation for matching exclusive properties with her clients has made her one of the top REALTORS® in the nation.  Paula constantly wins awards for production and client care.  Her accolades are many and include several major awards. Hartman and her team are currently ranked "number 18" out of over 78,000 Prudential agents in North America and Canada.

Marie LePera

Marie LePera
Prudential Fox & Roach, REALTORS® - Brigantine

With many years of experience, Marie LePera is the Brigantine real estate agent who knows what it takes to bring home buyers together with the houses that fits their needs. She has extensive knowledge of the community and surrounding area to make you feel comfortable about your home buying experience.  Finding the right investment can be difficult, and knowing when to buy and sell can be even harder. With her wealth of experience, Marie can notify you on the current state of the Brigantine real estate market and guide you in the right direction to keep you up-to-date with current market trends.  Being well informed is an important part of home buying and you can be confident that you are going to be getting the most out of your investment with Marie passing on her knowledge to help you. As a Brigantine real estate agent Marie has won awards of excellence including the Gold in 2006 and Platinum Award in 2005 and REALTOR® of the Year in 1999. Her dedication to her job and eye for detail has given Marie the reputation of being one of the best realtors in all of the State of New Jersey.

John Linnington

John Linnington
The Title Company of Jersey

John Linnington has had his hands in the Real Estate business all his adult life. John graduated from Richard Stockton College with a Bachelor of Science Degree in Finance. While pursuing his degree, he worked as a Real Estate and Insurance Broker in the Cape May County area. John entered the Title Insurance business in 1982 and has worked for The Title Company of Jersey ever since where his is currently an officer as well as the Vice President of Marketing. John as worked on various projects over the years including Marina’s, Condominiums, Resorts and Subdivisions. John’s intricate knowledge of the Real Estate market has allowed him to act as a consultant to several national real estate companies doing business in our area. His business network weaves through Real Estate Professionals, Bankers, Attorneys, and Investors so John has the unique ability to see the business from all sides. His years in the business combined with his vast network of professional contacts has allowed him to facilitate many of the large Real Estate ventures in both Atlantic and Cape May Counties.

Kate Logue

Kate Logue
Citizens Bank

Kate Logue is a well known and respected mortgage professional who utilizes her 12+ years in the mortgage business to meet and exceed the goals of her clients.
She specializes in second home and investment property financing and is well versed in lending at the Jersey Shore.  Kate prides herself in the creation of strategies that maximize her clients’ financial goals.  She is a consistent top producer among her peers.  Her boutique approach to mortgage lending allows her to provide her clients with superior customer service with utmost integrity.  Kate treats each customer how she would like to be treated which has created lasting relationships with her clients.

Margo McDonnell, CES®

Margo McDonnell, CES®
1031
CORP. 

Margaret (Margo) Mucha McDonnell, CES® is President/Principal of 1031 CORP.   With over 16 years of experience in the exchange industry, Margo is a respected author and speaker and has presented hundreds of seminars and continuing education courses nationwide to share the benefits of 1031 exchanges.  She takes great pride in providing her clients with a great exchange experience and works to exceed the expectations of her clients and their advisors.  Margo’s extensive work on behalf of the exchange industry also includes spearheading efforts to launch a national certification and continuing education program for exchange practitioners and serving as founding chair of the Certified Exchange Specialist® (CES®) Certification Council of the Federation of Exchange Accommodators (FEA), the national trade association for exchange practitioners.  She also spent over a decade on the Board of Directors for the FEA and served as Vice President and President Elect as well as a variety of committee posts.  In 2003, she was awarded with the FEA “President’s Award” and in 2008 she was honored with “The Margo McDonnell Certified Exchange Specialist® Perpetual Award for Outstanding Service” by the CES® Certification Council.

Joseph S. Sheppard

Joseph S. Sheppard
Prudential Fox & Roach, REALTORS® - Ocean City, 55th St.

Joe Sheppard holds a Bachelor of Arts Degree in Business and Marketing from the Richard Stockton College of New Jersey.  Before coming to Hager Real Estate (now Prudential Fox & Roach, REALTORS®) in 1989, Joe was Technical Sales Manager for Teleflex, Inc, Marine Division, a multi-million dollar corporation. The majority of my time was spent helping consumers, dealers and distributors nationwide use and maintain a very technical product line.  Joe commits himself to making your Real Estate purchase a very pleasant experience. He listens to your wants and needs and does his best to find the right home or investment for his clients.  Joe has received the New Jersey Association of REALTORS® (NJAR) Bronze Award from 1990-91, awarded the NJAR Silver Award from 1992-96, the NJAR Million Dollar Sales Club Gold Award from 1997-2002, the NJAR Million Dollar Sales Club Platinum Award in 2003 and 2004 and the Chairman's Circle Diamond Award from 2003 -2005 for having over $25 million dollars in sales and listings.  He is also a member of the Platinum Chairman’s Circle (2008-2009). 

Judy Wetzel, CPF

Judy Wetzel, CPF
Kades-Margolis Corporation

After graduating from Wilson College, Judy Wetzel taught elementary classes in Philadelphia.  She furthered her education at the University of California, obtaining an MA in Special Education. She enjoyed a 20-year career in investment sales, leasing and management, and ownership of a national franchise real estate office.  Her interest in financial matters led to further study and a career in real estate investments, the Certified Financial Planner (CFP) designation, and a Masters in Business Administration (MBA) from Temple University.  She is on the faculty of the Temple University Real Estate Institute.  Judy spent several years as an Investment Counselor in a Regional bank brokerage division before joining Kades-Margolis as the Director of Financial Planning.  Judy is NASD licensed to offer mutual funds, variable annuities, stocks, bonds, direct participation programs and investment advisory products.  She holds insurance licenses in life, health, accident and long term care.  She also maintains her Pennsylvania Real Estate Broker's license.

Daniel Bowersock

Daniel Bowersock
Ferguson Dechert Real Estate, Inc.

A native to the area, Dan Bowersock has been selling real estate in Avalon since 1989.  He prides himself on his ability to help his clients achieve their goal of renting, selling or purchasing a home.  He firmly believes that by addressing his clients’ needs with a level of service that exceeds their expectations and helping clients achieve their goals, his own success will follow.  Dan has participated in 100s of millions of dollars of real estate sales and has consistently been honored with the New Jersey Association of REALTORS® prestigious Circle of Excellence Sales Club Award and Platinum Award.  Dan is a member of the Cape May County Board of REALTORS® Professional Standards Committee, has been nominated as a Director to the Cape May County Board of REALTORS® and earned the New Jersey Association of REALTORS® Distinguished Sales Award in recognition of earning ten years of awards.   Dan also holds the Graduate REALTOR® Institute (GRI).

Paul Zografakis

Paul “Z” Zografakis
Re/Max of the Wildwoods and at the Shore

 

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1031 CORP. News

1031 CORP.
WORKING WITH
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Expands Market Share in Mid-Atlantic Region

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