Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
May 23, 2019 @ 2:30 pm – 4:00 pm
The Southern California Institute
10251 Vista Sorrento Parkway
Suite 250, San Diego
CA 92121
Shelley Lightfoot
858 200-1911

May 23, 2019 – Qualified Opportunity Zones – Advanced Techniques for Building Tax-Free Wealth; Presented by Greg Banner, CFP®, CLU®, CRTP and Aman Badyal, Esq.

The Qualified Opportunity Zone (“QOZ”) program is a new tax incentive available for individuals and businesses who realize capital gains.   Greg and Aman will cover the basic mechanics of the QOZ program as well as advanced techniques you and your clients can use to maximize the available financial and tax benefits.  Understand why you might want to form your own Qualified Opportunity Fund; how to minimize out of pocket investment and maximize tax elimination; and how to obtain the tax incentives available under this program while minimizing the necessary amount of investment in an opportunity zone.