ABOUT ME
Roberto M. Romero-Perez
Roberto M. Romero-Perez is an Illinois licensed attorney with more than 20 years of combined professional experience in the fields of estate planning, immigration, tax deferred exchanges, and financial services.
My Journey
A native of Mexico, at age 7, he and his family had to leave the country as a result of the prevailing political climate and migrated to the US Commonwealth of Puerto Rico. Mr. Romero-Perez' holds a BA in Economics from the University of Wisconsin-Madison while his law & business (JD/MBA) degrees are from DePaul University in Chicago. After spending many years in the transactional world, Mr. Romero-Perez has been providing pro-bono and Of Counsel legal services in the field of immigration law. In his opinion, those have been the most rewarding experiences in his professional career. .
Specialties
Romero-Perez spent XX years working as an in-house attorney for a tax deferred exchange intermediary company. He developed an expertise in the exchange of "Artwork & Collectibles", structuring complex 1031 exchange transactions, and handled scores of trust and estate matters related to 1031 exchange transactions. He has tapped this experience as a past publisher and editor of the The Quarterly Tax Deferred Exchange Newsletter.
Mr. Romero-Perez also combines strong law and banking knowledge. As an officer at Chase Bank (formerly Bank One/First Chicago-NBD), he completed assignments in its Corporate Trust, International Banking, Offshore Banking, and Cash Markets Departments.
MY ACHIEVEMENTS
articles
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projects
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years of experience
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Practice Areas
1031 Exchanges
A tax-deferred exchange (under IRC 1031) allows the taxpayer to defer the gain on the sale of "qualifying property" as long as the taxpayer purchases property of "like-kind". Property that is held by the taxpayer for a productive use or for investment is considered "qualifying property".
Real estate/real property, the most popular type of property exchanged under 1031, is like-kind to any other type of real property (with a few exceptions).
Personal property can also be exchanged under section 1031 of the Internal Revenue Code. Here are some examples of personal property exchangeable via a tax deferred 1031 exchange:
- Intellectual Property Rights
- Airplanes, automoviles, farm equipment
- Telecommunications towers
- Artwork & Other Collectibles
- Franchise & Distribution Rights
Again, as long as the property is used for "productive use in a trade or business or for investment", it would most likely qualify for a tax deferred exchange. There are various types of exchange transactions. The most popular are:
- Simultaneous Exchanges
- Forward Exchange
- Parking Arrangements (e.g., Reverse Exchanges)
- Built-To-Suit Exchanges
How We Can Help You
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Specialties
Romero-Perez spent XX years working as an in-house attorney for a tax deferred exchange intermediary company. He developed an expertise in the exchange of "Artwork & Collectibles", structuring complex 1031 exchange transactions, and handled scores of trust and estate matters related to 1031 exchange transactions. He has tapped this experience as a past publisher and editor of the The Quarterly Tax Deferred Exchange Newsletter.
Mr. Romero-Perez also combines strong law and banking knowledge. As an officer at Chase Bank (formerly Bank One/First Chicago-NBD), he completed assignments in its Corporate Trust, International Banking, Offshore Banking, and Cash Markets Departments.
Specialties
Romero-Perez spent XX years working as an in-house attorney for a tax deferred exchange intermediary company. He developed an expertise in the exchange of "Artwork & Collectibles", structuring complex 1031 exchange transactions, and handled scores of trust and estate matters related to 1031 exchange transactions. He has tapped this experience as a past publisher and editor of the The Quarterly Tax Deferred Exchange Newsletter.
Mr. Romero-Perez also combines strong law and banking knowledge. As an officer at Chase Bank (formerly Bank One/First Chicago-NBD), he completed assignments in its Corporate Trust, International Banking, Offshore Banking, and Cash Markets Departments.
Specialties
Romero-Perez spent XX years working as an in-house attorney for a tax deferred exchange intermediary company. He developed an expertise in the exchange of "Artwork & Collectibles", structuring complex 1031 exchange transactions, and handled scores of trust and estate matters related to 1031 exchange transactions. He has tapped this experience as a past publisher and editor of the The Quarterly Tax Deferred Exchange Newsletter.
Mr. Romero-Perez also combines strong law and banking knowledge. As an officer at Chase Bank (formerly Bank One/First Chicago-NBD), he completed assignments in its Corporate Trust, International Banking, Offshore Banking, and Cash Markets Departments.
From the Newsletter
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ABOUT MY SKILLS
COMPUTER
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OTHER
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Associations
- Chicago Bar Association
- Illinois CPA Society
- Nebraska CPA Society
- Missouri Land Title Association
- Real Estate Publishing Group's Regional Conferences.
Associations
- American Bar Association
- American Immigration Lawyers Association
- Hispanic Lawyers Association of Illinois
- Hispanic National Bar Association
- Kane County Bar Association
- Lesbian and Gay Bar Association of Chicago. varios community organizations
COMMUNICATION
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He has shared his expertise on many panels
- Citi-Smith Barney
- East Coast Estate Planning Council
- Real Estate and Estate Planning organizations through out the U.S.