Join Bayntree as we welcome Kelly C. Mooney, JD, LLM shareholder in the Tax Department at Gallagher & Kennedy, P.A. in leading us in a deep dive discussion and analysis on Qualified Opportunity Zones.
Kelly is one of the foremost experts in the Southwest in this cutting-edge planning area and newest method of Tax Deferral.
We will discuss:
Licensed CPA – 1 CPE Credit Hour
Hosted by:
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
Andrew Rafal, Bayntree Wealth Advisors
Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016
Wednesday - January 22nd, 2020
11:30 a.m. to 1:00 pm.m