Continuing Education Event for CPA Professionals – Qualified Opportunity Zones

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

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


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


Wednesday - January 22nd, 2020


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


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