News & Advocacy
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ADISA Board of Directors Election is Open
Nov 3, 2021, 11:11 AM by J FitzgeraldFull story -
ADISA's Policy Statement: Prohibiting Alternatives in IRAs
Oct 12, 2021, 10:24 AM by J FitzgeraldFull story -
ADISA Announces Award Winners for 2020 and 2021
Oct 5, 2021, 14:51 PM by J FitzgeraldADISA announces winners of its ACE, Distinguished Service and President's Awards for 2020 and 2021Full story -
ADISA Opposes Language in Sec. 138312
Sep 27, 2021, 13:36 PM by J FitzgeraldADISA President Matt Malone signed a letter on behalf of ADISA’s membership expressing concern about language included in Sec. 138312 that would make certain investments impermissible for individual retirement accounts (IRAs) to own.Full story -
ADISA Signs Coalition Letter to House Chairmen Neal and Wyden Emphasizing Importance of Like-Kind Exchanges
Sep 10, 2021, 09:32 AM by J FitzgeraldADISA, along with other members of The Real Estate Like-Kind Exchange Coalition, signed a letter submitted earlier this week to House Committee on Ways and Means Chairman Richard Neal (D-MA), and Senate Committee on Finance Chairman Ron Wyden (D-OR), emphasizing the importance of like-kind exchanges.Full story -
1031 Exchange Advocacy Alert
Aug 12, 2021, 11:51 AM by J FitzgeraldOn Wednesday, August 11, the U.S. Senate concluded the first step in the 2022 budget reconciliation process, introducing and passing a budget resolution on a strict party line vote of 50-49 (one Republican senator was absent).Full story -
ADISA Opposes H.R. 842, The Protecting the Right to Organize (PRO) Act
Jul 23, 2021, 08:35 AM by J FitzgeraldThis week, ADISA’s president Matt Malone signed a letter on behalf of ADISA’s membership to the U.S. Senate Committee on Health, Education, Labor & Pensions expressing strong concerns with H.R. 842, The Protecting the Right to Organize (PRO) Act.Full story -
ADISA Hosts Multiple 1031 Hill Meetings
Jul 9, 2021, 11:23 AM by J FitzgeraldOn Thursday and Friday, July 8 and 9, ADISA staff and members met with Congressional staff, continuing our outreach on the importance of 1031 Like-Kind Exchanges.Full story -
John Harrison: 1031 Exchanges -- A Major Generator of Tax Revenues (Published in The DI Wire)
Jun 29, 2021, 11:59 AM by J FitzgeraldIn actuality, the like-kind exchange is misunderstood. It offers a huge economic impact, adding $55 billion annually to the GDP and creating half a million jobs.Full story -
Q&A: John Harrison on the Future of 1031 Exchanges (Published in GlobeSt.com National Alert)
Jun 24, 2021, 10:17 AM by GlobeSt.comHarrison: My feeling is that cooler heads among legislators will prevail, and they’ll take a careful look at the economic, jobs and environmental benefits of 1031 exchanges, and will move to preserve it.Full story -
Study Finds 1031 Exchanges Generate $7.8 Billion in Tax Revenue
Jun 3, 2021, 10:26 AM by J FitzgeraldAs the Biden Administration proposes placing limits on a century-old tax deferral provision, a new research study conducted by Ernst and Young found that 1031 exchanges are expected to generate $7.8 billion in federal, state and local taxes this year.Full story -
It Was Great to Be Back!
May 28, 2021, 09:31 AM by J FitzgeraldFull story -
ADISA Welcomes New 2021 Members
May 26, 2021, 13:04 PM by J FitzgeraldFull story -
ADISA Advocacy: Section 1031 Exchanges are Not a Loophole
May 10, 2021, 00:00 AM by J FitzgeraldThe fight to protect Section 1031 of the Internal Revenue Code is underway, and ADISA is in the heart of the fray.Full story -
ADISA's Policy Statement: 1031 Real Property Like-Kind Exchanges
May 6, 2021, 23:00 PM by J FitzgeraldADISA supports retaining existing like-kind exchange provisions of real property permitted under Section 1031 of the tax code.Full story -
ADISA's Policy Statement: Protecting the Right to Organize (PRO) Act
May 6, 2021, 11:00 AM by J FitzgeraldFull story -
ADISA 2021 Spring Conference Safety Protocols
Apr 29, 2021, 14:21 PM by J FitzgeraldWe are looking forward to seeing our friends and colleagues in what, for many, will be the first large gathering in a very long time.Full story -
ADISA Spring Conference is SOLD OUT
Apr 20, 2021, 00:00 AM by J FitzgeraldFull story -
ADISA Co-Signs Letters to Congress & Treasury on the Importance of 1031 Exchanges
Mar 18, 2021, 14:56 PM by J FitzgeraldOn behalf of more than 30 national real estate, housing, environmental, farming, ranching, forestry and financial services-related organizations, ADISA co-signed letter to key members of chief tax counsels of the congressional tax-writing committees, as well as Secretary of the Treasury Janet Yellen, stressing the importance of Section 1031 Like-Kind Exchanges as Congress works to broaden the economic recovery as it reviews the impact of existing tax provisions.Full story -
ADISA's AI Betterment Task Force
Feb 26, 2021, 00:00 AM by J FitzgeraldADISA’s Board of Directors recently commissioned a task force to develop tools to help improve the investment products in the retail AI industry. The task force, the AI Betterment Task Force, has as its first chairs Sherri Cooke (iCapital Network) and Brad Updike (Mick Law), assisted by Ann Moore (International Assets Advisory), Jean Merriman (Strategic Financial Alliance), Lilian Morvay (IBD Consulting), Travis Hicks, (Independent Financial Group ), Greg Mausz (Preferred Capital Securities), Michael Miller (Sigma Financial), and Darryl Steinhause (DLA Piper).Full story
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ADISA Board of Directors Election is Open
Nov 3, 2021, 11:11 AM by J FitzgeraldFull story -
ADISA's Policy Statement: Prohibiting Alternatives in IRAs
Oct 12, 2021, 10:24 AM by J FitzgeraldFull story -
ADISA Announces Award Winners for 2020 and 2021
Oct 5, 2021, 14:51 PM by J FitzgeraldADISA announces winners of its ACE, Distinguished Service and President's Awards for 2020 and 2021Full story -
ADISA Opposes Language in Sec. 138312
Sep 27, 2021, 13:36 PM by J FitzgeraldADISA President Matt Malone signed a letter on behalf of ADISA’s membership expressing concern about language included in Sec. 138312 that would make certain investments impermissible for individual retirement accounts (IRAs) to own.Full story -
ADISA Signs Coalition Letter to House Chairmen Neal and Wyden Emphasizing Importance of Like-Kind Exchanges
Sep 10, 2021, 09:32 AM by J FitzgeraldADISA, along with other members of The Real Estate Like-Kind Exchange Coalition, signed a letter submitted earlier this week to House Committee on Ways and Means Chairman Richard Neal (D-MA), and Senate Committee on Finance Chairman Ron Wyden (D-OR), emphasizing the importance of like-kind exchanges.Full story -
1031 Exchange Advocacy Alert
Aug 12, 2021, 11:51 AM by J FitzgeraldOn Wednesday, August 11, the U.S. Senate concluded the first step in the 2022 budget reconciliation process, introducing and passing a budget resolution on a strict party line vote of 50-49 (one Republican senator was absent).Full story -
ADISA Opposes H.R. 842, The Protecting the Right to Organize (PRO) Act
Jul 23, 2021, 08:35 AM by J FitzgeraldThis week, ADISA’s president Matt Malone signed a letter on behalf of ADISA’s membership to the U.S. Senate Committee on Health, Education, Labor & Pensions expressing strong concerns with H.R. 842, The Protecting the Right to Organize (PRO) Act.Full story -
ADISA Hosts Multiple 1031 Hill Meetings
Jul 9, 2021, 11:23 AM by J FitzgeraldOn Thursday and Friday, July 8 and 9, ADISA staff and members met with Congressional staff, continuing our outreach on the importance of 1031 Like-Kind Exchanges.Full story -
John Harrison: 1031 Exchanges -- A Major Generator of Tax Revenues (Published in The DI Wire)
Jun 29, 2021, 11:59 AM by J FitzgeraldIn actuality, the like-kind exchange is misunderstood. It offers a huge economic impact, adding $55 billion annually to the GDP and creating half a million jobs.Full story -
Q&A: John Harrison on the Future of 1031 Exchanges (Published in GlobeSt.com National Alert)
Jun 24, 2021, 10:17 AM by GlobeSt.comHarrison: My feeling is that cooler heads among legislators will prevail, and they’ll take a careful look at the economic, jobs and environmental benefits of 1031 exchanges, and will move to preserve it.Full story -
Study Finds 1031 Exchanges Generate $7.8 Billion in Tax Revenue
Jun 3, 2021, 10:26 AM by J FitzgeraldAs the Biden Administration proposes placing limits on a century-old tax deferral provision, a new research study conducted by Ernst and Young found that 1031 exchanges are expected to generate $7.8 billion in federal, state and local taxes this year.Full story -
It Was Great to Be Back!
May 28, 2021, 09:31 AM by J FitzgeraldFull story -
ADISA Welcomes New 2021 Members
May 26, 2021, 13:04 PM by J FitzgeraldFull story -
ADISA Advocacy: Section 1031 Exchanges are Not a Loophole
May 10, 2021, 00:00 AM by J FitzgeraldThe fight to protect Section 1031 of the Internal Revenue Code is underway, and ADISA is in the heart of the fray.Full story -
ADISA's Policy Statement: 1031 Real Property Like-Kind Exchanges
May 6, 2021, 23:00 PM by J FitzgeraldADISA supports retaining existing like-kind exchange provisions of real property permitted under Section 1031 of the tax code.Full story -
ADISA's Policy Statement: Protecting the Right to Organize (PRO) Act
May 6, 2021, 11:00 AM by J FitzgeraldFull story -
ADISA 2021 Spring Conference Safety Protocols
Apr 29, 2021, 14:21 PM by J FitzgeraldWe are looking forward to seeing our friends and colleagues in what, for many, will be the first large gathering in a very long time.Full story -
ADISA Spring Conference is SOLD OUT
Apr 20, 2021, 00:00 AM by J FitzgeraldFull story -
ADISA Co-Signs Letters to Congress & Treasury on the Importance of 1031 Exchanges
Mar 18, 2021, 14:56 PM by J FitzgeraldOn behalf of more than 30 national real estate, housing, environmental, farming, ranching, forestry and financial services-related organizations, ADISA co-signed letter to key members of chief tax counsels of the congressional tax-writing committees, as well as Secretary of the Treasury Janet Yellen, stressing the importance of Section 1031 Like-Kind Exchanges as Congress works to broaden the economic recovery as it reviews the impact of existing tax provisions.Full story -
ADISA's AI Betterment Task Force
Feb 26, 2021, 00:00 AM by J FitzgeraldADISA’s Board of Directors recently commissioned a task force to develop tools to help improve the investment products in the retail AI industry. The task force, the AI Betterment Task Force, has as its first chairs Sherri Cooke (iCapital Network) and Brad Updike (Mick Law), assisted by Ann Moore (International Assets Advisory), Jean Merriman (Strategic Financial Alliance), Lilian Morvay (IBD Consulting), Travis Hicks, (Independent Financial Group ), Greg Mausz (Preferred Capital Securities), Michael Miller (Sigma Financial), and Darryl Steinhause (DLA Piper).Full story