EPCSED Meeting: Options for the Tax Efficient Transition of Real Estate Wealth

Presentation:
Options for the Tax Efficient Transition of Real Estate Wealth
Presented By:
Tom Pugh serves as a Vice President for MLG Capital, responsible for acquisitions in the Mountain West and Pacific Northwest. Based in our Denver office, he is actively involved in the sourcing, underwriting, due diligence, financing, and closing of new investment opportunities for MLG’s direct and Legacy Fund strategies. He also assists in the operations and asset management of the existing Legacy Fund portfolio and fundraises for MLG’s series of private funds.
Before MLG Capital, Tom was a Commercial Mortgage Analyst at American Equity Life Insurance. At American Equity, Tom underwrote new financing opportunities and assisted in originating loans on multiple property types throughout the country.
Tom played college football at Drake University where he graduated with degrees in Finance and Economics. Outside of work, Tom and his wife, Jenna, enjoy being with friends and family, spending time outdoors, and keeping up with their energetic pup, Juneau.
Sponsors:
A special thank you to our generous 2026 sponsors:
Meeting Schedule:
7:30 a.m. - 8:00 a.m.: Networking
8:00 a.m. - 9:00 a.m.: Speaker presentation
Meeting Registration:
Guests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $30 per meeting.
Be sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply."
Please forward this invitation to anyone you think may be interested in the group -- and bring a guest!
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