Investing In Qualified Opportunity Zones

GREATER LOS ANGELES CHAPTER EVENT

Investing In Qualified Opportunity Zones


The Tax Cuts and Jobs Act of 2017 created some great tax planning opportunities for business owners, investors and real estate developers by investing in the new Qualified Opportunity Zones.  In this session, an investment advisor, an accountant and an attorney will discuss the different ways to make investments into these new areas both directly and through funds.  The discussion will include some case studies and planning strategies for a variety of scenarios.

 

Learning Objectives:

  • To better understand the addition to the tax law – the Qualified Opportunity Zone.
  • To understand the incentives the tax code as implemented will receive to get people to invest in these areas.
  • To explain the mechanics and timing associated with an investment in an Opportunity Zone.
  • To review who might be suitable for this type of investment.

 

About the Presenters:

Learn from industry expert Gregory R. Banner, CFP®, CLU®, CRTP, President, Asset Preservation Strategies, Inc., Harold Winnett, Tax Partner, Squar Milner and Mayer Nazarian, Partner and Tax Department Chair, CKR Law, LLP, about investing in qualified opportunities zones.

 

Meet the Presenters

 

Thank you to our Sponsor:

JCF Logo Colo

This meeting is sponsored by The Jewish Community Foundation.

 

This meeting will be held at the Jewish Community Foundation.

Address: 6505 Wilshire Blvd., Los Angeles, CA 90048

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILosAngeles.org.

About the Presenters


Gregory R. Banner, CFP®, CLU®, CRTP

Gregory R. Banner, CFP®, CLU®, CRTP

President, Asset Preservation Strategies, Inc.

VIEW BIO

Harold Winnett

Harold Winnett

Tax Partner, Squar Milner

VIEW BIO

Mayer Nazarian

Mayer Nazarian

Partner and Tax Department Chair, CKR Law, LLP

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.