Opportunity Zones and 1031 Exchanges
Wine Country Chapter Meeting

Date and Time:

Wednesday, July 24, 2019
6:00 p.m. - 9:00 p.m.

Location:

Jagehaus Restaurant
2525 E Ball Rd
Anaheim, CA 92806

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 QBID to insure that your clients get the best tax situation possible. Tonight we will emphasize the how and why of Opportunity Zones and 1031 Exchanges and how to look at your client's total situation.

Presenters: Ruth H Godfrey, EA | Godfrey and Hardy Tax & Business Services, Inc.

Ruth Godfrey has been an Enrolled Agent since 1984. She owned her own tax practice from 1981‐2002, formed a partnership in 2001and then incorporated in 2005. She has been a member of the InlandEmpire 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).Her college major in Psychology has helped her with the counseling needed to guide her clients. She finds real estate one of her favorite areas of tax preparation. Ruth was an active real estate licensee for several years specializing in 1031 exchanges. She prepares approximately 325 individual, business, trust and 990 returns annually. Some actually correctly.

CPE Information:

1 Federal Law Hour
1 Federal Update Hour

IRS: 18QC1-T-01202-19-I / 18QC1-U-01201-19-I
CTEC: 1000-CE-4584

Knowledge Level: Intermediate

Registration:

Before 7/23/19
Member: $35
Non-Member: $45

After 7/23/19
Member Late Registration Fee: $55
Non-Member Late Registration Fee: $65

Please register online if possible. You may pay online with a credit card. Please register each attendee separate if registering online. Cash or check only if registering at the door. For questions please contact Markay Koontz by email: [email protected]

Menu Options: Registration fee includes any menu item up to $20 along with a soft drink/iced tea/or coffee.

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.