Event Details

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:

• The basics of Opportunity Zones and Section 13823 of the TCJA
• How these Provisions can provide significant Federal Income Tax benefits to taxpayers
• Key Tax Incentives in Detail
• Designated Qualified Opportunity Zones (QOZ’s) specifically in Arizona
• Structure of a Qualified Opportunity Fund (QOF)
• IRS Form 8996
• Understanding Qualified Opportunity Zone (QOZ) Property
• How to bring value to potential clients

Licensed CPA – 1 CPE Credit Hour

Hosted by:
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
Andrew Rafal, Bayntree Wealth Advisors

Venue

Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016

Date

Wednesday - January 22nd, 2020

Time

11:30 a.m. to 1:00 pm.m

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