PRE & POST-LIQUIDITY EVENT PLANNING: A WAY TO COMBINE TAX & FINANCIAL PLANNING WITH A POWERFUL INVESTMENT SOLUTION
Qualified Opportunity Zone Funds provide a unique combination of planning and investment benefits that create an important and differentiated solution for investors with capital gains. Financial professionals that work with high-net-worth investors can create significant value for the investors they serve and centers of influence with whom they collaborate by understanding more about Opportunity Zone Funds.
Nick Rosenthal, Co-CEO of Griffin Capital Company, will explain what you need to know about Qualified Opportunity Zone Funds to help you better serve your clients, prospects, and partners.
- Understand the tax benefits of Qualified Opportunity Zone Funds.
- Learn how to use the Opportunity Zone Fund strategy benefits to enhance tax and financial planning strategies.
- Understand for whom Opportunity Zone Fund investments may or may not be appropriate.
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EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.