Date: Thursday, July 11, 2019
Title: Opportunity Zones, Delaware Statutory Trusts, and Other Alternatives to 1031 Exchanges Under the TCJA
Speaker Panel: Mark E. Wilensky, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP; *Fortitude Investment Group - Roy V. Pfleger, Chief Operating Officer & Financial Consultant & Daniel P. Raupp, Co-Founder & Managing Partner
Learning Objective: A discussion on the intricacies of the DST (Delaware Statutory Trust) & QOF (Qualified Opportunity Funds) and how these programs should be considered as a potential solution for those considering a 1031 exchange or anticipating a transaction that results in a significant capital gain.
Credits: 2 CPE/TAX
Location: The Mansion at Oyster Bay
1 South Woods Road
Woodbury, NY 11797
(in the Town of Oyster Bay Golf Course)
Time: Registration/Networking/Dinner: 5:30 PM-6:30 PM
Program: 6:30 PM – 8:30 PM
Cost: On or before Friday, July 5- Members $65.00/Non-Members $80.00
After Friday, July 5 - Members $80.00/Non-Members $90.00
*Fortitude Investment Group, LLC (FIG) offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC; advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser; and insurance products offered through Concorde Insurance Agency, Inc. (CIA). FIG is independent of CIS, CAM and CIA, all of whom are unaffiliated with aforementioned companies. This is for informational purposes only and not an offer to buy or sell any investments.
Program Pre-requisite: None Program Level: Intermediate
Advanced Preparation: None Type of Delivery: Group - Live Seminar
The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners sponsors this program. The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners registered with the New York State Board of Education as a sponsor of continuing professional education.
New York State License Number: 000216
For a complete copy of Educational Foundation of N/S NCCPAP education program policies including refund policy and complaint resolution policy, contact Kathy Casey at 516-997-9500 or e-mail email@example.com.