Tax Strategies to Address Capital Gains
Featuring
Steve Pointer
Senior Vice President – Regional Director
Discover Tax-Advantaged Investment Strategies through Opportunity Zones and 1031 Exchanges
Learning Objectives:
- Overview and update of the Qualified Opportunity Zone Program
- Overview of 1031 Exchanges, Delaware Statutory Trusts, & 721 UPREITs
- Actionable planning ideas around business sales, real estate transactions, and portfolio gains
How to leverage COIs and generate more referrals
Wednesday, March 27th, 2024
Via Zoom with a watch party
Location:
Northern Trust
3450 E Sunrise Dr Suite 100, Tucson, AZ 85718
1.5 Hrs of CFP CE Credits
Cost: No cost to our financial planning community
Time 4:00- 6:00pm
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