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Opportunity Zones - How to use for Tax Planning - Sacramento Chapter Meeting 07.30.19
Mimi's Cafe
2029 Alta Arden Expy
Sacramento, CA 95825
Tuesday, July 30, 2019, 5:30 PM - 8:30 PM PDT
Category: In-Person Chapter Meetings

Opportunity Zones - How to use for Tax Planning
Sacramento Chapter Meeting

Date and Time:

Tuesday, July 30, 2019
5:30 p.m. - 8:30 p.m.

Location:

Mimi's Cafe, Meeting Room
2029 Alta Arden Expy
Sacramento, CA 95825

Topic: Opportunity Zones - How to use for Tax Planning

Covering the following: What are Opportunity Zones and how created. How to form a Qualified Opportunity Fund. A look behind the Opportunity Zone Program. How investing in Opportunity Zones works Financial planning using Qualified Opportunity ZonesIntegrating Estate Tax and Income Tax Planning.

Speaker: Alan D. Shattuck, CRTP

Alan has had experience in taxation starting in 1962. He has taught college tax and accounting courses at Santa Clara University, Dominican University of San Rafael, and Sierra Community College.

CPE Information:

2 Hours Federal Update
IRS: 18QC1-U-01235-19-I
CTEC: 1000-CE-4617

Knowledge Level:
 Update

Registration:

$30 for members
$40 for non-members

When registering ask to have a copy of the menu sent to you. For ease we have preselected from the menu.

Contact Marianne Bradford by phone at (916) 451-1101 or eMail [email protected]

Please include your PTIN and EA or CTEC numbers when registering.


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.


Contact: Contact Marianne Bradford by phone at (916) 451-1101 or eMail [email protected]