SUMMARY

Understanding how DST’s and QOZ’s work will allow you to help Clients navigate the challenges and nuances of implementing advanced tax deferral strategies, positioning YOU as the TRUSTED ADVISOR. Our experts can help remove the complexity in understanding how these strategies fit into your Clients’ financial situation.

Learning objectives

  • Learn about the QOZ Program, how QOZFs work, and how QOZF investments can help mitigate the tax exposure on your Clients’ realized capital gains
  • Understand the basics of §1031 Exchanges
  • Learn how DSTs can be utilized in conjunction with a § Exchange
  • Learn how QOZs compare to §1031 Exchanges

OVERVIEW

Title:  Investing in the Zone: Tax Deferral Strategies Using DSTs and QOZs

Date(s) & Time: Thursday, January 21st 2021 | 2:00pm – 3:00pm EST

Duration:  1 Hour

PRESENTERS

Maxwell E. Carlson, CPA

Team Lead – CPA Fiduciary Alliance™

Business Development Advisor – Caitlin John PWM

Investment Advisor Representative – Briggs Financial Group

Head ShotMaxwell E. Carlson, CPA

Team Lead – CPA Fiduciary Alliance™

Business Development Advisor – Caitlin John PWM

Investment Advisor Representative – Briggs Financial Group

Christopher Yost

Senior Vice President – Cantor Fitzgerald

Head Shot

Christopher Yost

Senior Vice President – Cantor Fitzgerald

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 810-588-6498.

Cantor Fitzgerald is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org.

OVERVIEW

Title:  Investing in the Zone: Tax Deferral Strategies Using DSTs and QOZs

Date(s) & Time: Thursday, January 21st 2021 | 2:00pm – 3:00pm EST

Duration:  1 Hour

Complete This Brief Survey To Earn 1 Free CPE Credit!

  • Register Now

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 810-588-6498

Cantor Fitzgerald is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org

The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Caitlin John does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Caitlin John or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing carries an inherent element of risk, including the risk of losing invested principal.

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