Join Rea Advisory’s Construction & Real Estate team for an afternoon of insight and connection at Topgolf in Independence. Start with a candid look at the economic forces shaping the year ahead, then learn practical tax strategies that can help construction businesses keep more of what they earn. Afterward, grab a drink, step up to the bays, and connect with peers and partners from across Northeast Ohio’s construction community.
Golf is completely optional. Whether you’re a seasoned golfer, a first-timer, or just there to catch up, you’re welcome.
Agenda
3:00 PM | Registration & Networking
Check in, grab some food, and catch up with fellow attendees.
3:30 PM | The Economic Outlook for 2027
Michael Weidokal, Founder and Executive Director, International Strategic Analysis (ISA)
Get a big-picture view of the economic and geopolitical trends shaping the year ahead, including what they could mean for construction demand, costs, and planning.
4:15 PM | Q&A with Michael Weidokal
4:30 PM | Tax Strategies for Construction: Cost Segregation and Credits
Garrett Duffy, Relationship Manager, McGuire Sponsel
Learn how cost segregation studies and available tax credits can improve cash flow for construction and real estate businesses, and how to tell whether they’re a fit for yours.
5:00 PM | Golf, Drinks & Networking
Hit the bays, or relax and connect with peers. No golf experience needed.
Who Should Attend
This event is built for construction and real estate leaders, including owners, presidents, CFOs, controllers, developers, and home builders, as well as the bankers, surety agents, attorneys, and other advisors who work alongside them.
Speakers
Michael Weidokal | Founder and Executive Director, International Strategic Analysis (ISA)
Michael is an internationally recognized economic and geopolitical forecaster who helps business leaders, policymakers, and the wider public understand the issues and trends affecting the world today. He founded ISA in 2003, and the firm now has clients in more than 150 countries. Before ISA, he was an economist with a major global accounting firm and head of emerging market strategy for a major global automotive company. He is also the author of The Coming Decline: A World Without Economic Growth. International MBA, University of South Carolina and the Economics University of Vienna +3
Garrett Duffy | Relationship Manager, McGuire Sponsel
Garrett is a Relationship Manager at McGuire Sponsel, a specialized tax and advisory firm whose work includes cost segregation, R&D tax credits, and financing and economic incentives. In more than seven years with the firm, he has helped businesses claim and substantiate federal and state tax credits, and he previously managed McGuire Sponsel’s R&D tax credit work. He started out evaluating costs on residential construction projects, which gives him a builder’s view of how these strategies apply on the ground. Garrett holds a bachelor’s degree in chemical engineering from Rochester Institute of Technology.
Hosted by
Brandon Coates, CPA | Principal, Rea Advisory
Brandon brings extensive experience in the real estate, construction, and manufacturing industries, with a focus on financial statement audits, employee benefit plan audits, and financial reporting. Clients appreciate his ability to simplify complex accounting topics. He’s also a golfer, so expect to see him at the bays.
Attendance is complimentary, but space is limited, so please register early.
CPE: Attendees can earn up to 1.5 CPE credits.
