Opportunity Zones and 1031 Exchanges
San Gabriel Valley Chapter Meeting

Date / Time:

Thursday, July 11, 2019
6:00 PM to 9:00 PM

Location:

Marie Callenders

1560 Albatross Rd

City of Industry, CA 91748

Topic: Opportunity Zones and 1031 Exchanges

Become the expert your investor clients rave-about. Know how to do 1031 exchanges, use Opportunity Zones to defer taxes, and utilize Cost Segregation and CBID to insure that your clients get the best tax situation possible. Tonight we will emphasize the how and why of OpportunityZones and 1031 Exchanges and how to look at your client's total situation.

Presenter: Ruth Godfrey, EA

Ruth Godfrey has been an Enrolled Agent since 1984. She owned her own tax practice from 1981-2002,formed a partnership in 2001 and then incorporated in 2005. She has been a member of the Inland Empire Chapter of CSTC since 1981, and has served CSTC as President of both her Chapter and the Society.She is currently Parliamentarian for CSTC, Chairman of the Audit Oversight Committee for CTEC, and Secretary-Treasurer for the National Society of Accountants (NSA). She finds Real Estate one of her favorite areas of tax preparation. Ruth was an active real estate licensee for several years specializing in1031 exchanges. She prepares approximately 325 individual, business and trust returns annually. Some actually correctly!

CPE Information:

2 Federal Law Hours
IRS: 18QC1-T-01211-19-I
CTEC: 1000-CE-4593

Knowledge Level: Intermediate

Cost:

Member Cost: $35
Non-Member Cost: $45

Registration:

Please call Esther Lopez on 626-289-9627 or email her at [email protected]. Please add your PTIN and CTEC number when calling in to register. 

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.