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.

Learning Objectives:

  • 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.

Thank you to our Sponsors

Event Details

Date: Tuesday, March 19, 2024
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
Register Now

Who Should Attend?

  • Wealth Managers

    You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.

  • Financial Advisors

    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

  • CPAs/Accountants

    Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.

  • Mergers & Acquisition Advisors

    Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.

  • Strategic Consultants

    One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.

  • Business Consultants

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.

ABOUT THE PRESENTER