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.
- 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.
This event is free to attend! Thank you to our Sponsors:
This meeting is sponsored by The Founders Group and Strazzeri Mancini LLP.
This meeting will be held at Maggiano’s South Coast Plaza.
Address: 3333 Bristol Ave. Costa Mesa, CA 92626