Understanding Qualified Opportunity Funds and 1031 Exchanges 2019 | FinTrust Capital Advisors | 22 May 2019 |
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| Event Date | Wed May 22 EDT (over 5 years ago) |
| Region | All |
Details
As investors, especially boomers, begin to divest their personal businesses, stock gains and real assets, they may require tax-efficient exit plans and funding options. The 2017 Tax Cuts and Jobs Act and existing Section 1031 of the Internal Revenue Code potentially create opportunities for investors to do just that. Join us for this in-depth, educational presentation that will cover:
• Investing in Qualified Opportunity Funds & 1031 Exchange Funds
• Understanding Benefits and Risks of These Investment Solutions
• Benefits, Risks, Restrictions and Growth Opportunities
• Asset Allocation and Portfolio Construction Considerations
Speakers
2019 Speakers
Kerry Scanlon
Senior Vice President, Platform Ventures
Terry Anderson
Co-President and Co-Founder, Platform Ventures
Todd Blanding
Chief Investment Officer, Platform Ventures