Learn The Tax Benefits of Investing In Opportunity Zones

 

Discover a Tax-Advantaged Investment Strategy through Opportunity Zones

You're cordially invited to join us for an educational presentation on Opportunity Zones, hosted by WEALTHRHINO and Cantor Fitzgerald.

 

Created by the Tax Cuts and Jobs Act of 2017, the Qualified Opportunity Zone Program can help your clients who are burdened with Capital Gains Taxes from the sale of real estate, appreciated stock, a business, art, cryptocurrency, collectibles, or anything that incurred a tax.

 

PRESENTATION TOPICS INCLUDE 

• An Overview of the Qualified Opportunity Zone Program

• Understanding the Potential Tax Benefits and Potential Risks

• Defining Requirements and Eligibility

• Important Deadlines to Maximize the QOZ Tax Benefits

• Comparing Qualified Opportunity Funds and 1031 Exchanges

• How We Can Assist You With Potential Cases

   

ROYCE RUNNER

WEALTHRINHO, FOUNDER

 

WEALTHRHINO is an independent wealth management company that partners with CPAs, realtors, and attorneys, to provide tax-advantaged investment strategies and planning to efficiently minimize taxes for high net worth individuals, families, estates, and endowments.

 

Wednesday, March 22, 2023 

●

12:00 – 1:00PM PST

LOCATION:

Fleming’s Steakhouse 

ADDRESS: 8970 University Center Lane San Diego, CA 92122 

Please RSVP by replying to this email or calling (949) 484-4684 

 

Thursday, March 23, 2023 

●

1:00 – 2:00PM PST

LOCATION:

Webinar Presentation 

Please RSVP by replying to this email or calling (949) 484-4684