EPI Los Angeles Chapter New Year’s Mixer
December 5, 2017
February EPI LA Chapter Monthly Meeting
December 6, 2017
February 14, 2019 @ 2:30 pm – 4:00 pm
Maggiano’s South Coast Plaza
3333 Bristol Ave. Costa Mesa
CA 92626





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.

Speakers – Gregory Banner, President, Asset Preservation Strategies, Inc., Harold Winnett, Tax Partner, Squar Milner, Mayer Nazarian, Partner and Tax Department Chair, CKR Law, LLP

Gregory R. Banner, CFP®, CLU®, CRTP, President, Asset Preservation Strategies, Inc.

Mr. Banner is an Investment Advisor Representative that specializes in working collaboratively with his clients and their advisors, providing comprehensive planning services which include: family office services, business growth strategies, business exit strategies, alternative asset management, tax reduction strategies, insurance and estate planning strategies, and asset protection for both individuals and businesses.  Greg has 32 years of experience working with business owners to grow their businesses in addition to developing a vision and plan for the future of the family and the business.

Harold Winnett, Tax Partner, Squar Milner

Mr. Winnett is a partner in the Squar Milner Tax Department. He specializes in family and closely held business, clients involved in manufacturing, distribution and services businesses. He actively participates in all aspects of client’s business affairs, including tax and business planning. Much of his practice is focused on creating financial strategies for owner-operated businesses. His diverse experience makes him an invaluable resource to his clients in a wide assortment of areas including tax preparation & minimization, growth strategies, succession planning, and mergers & acquisitions including succession and exit planning strategies for small-to-mid-sized businesses.

Mayer Nazarian, Partner and Tax Department Chair, CKR Law, LLP

Mr. Nazarian is transactional tax attorney uniquely trained with top regional and national tax firms. He combines a breadth and depth of accounting and legal expertise with a knowledge of a wide range of businesses and structures to assist business owners in developing optimal and practical tax strategies at all stages of their company’s lifecycle, from formation and operation to sale or dissolution.  Mr. Nazarian also has experience successfully representing clients and negotiating on their behalf before the Internal Revenue Service, as well as various state and local taxing authorities