financial planning

Qualified Opportunity Tax Planning: Updates and Current Opportunities


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$25.00

The financial press primarily promotes the idea of investors investing in someone else’s Qualified Opportunity Fund often overlooking the possibility and benefits of the client creating their own Qualified Opportunity Fund. Join Greg to understand recent changes, opportunities, and new planning strategies that may be beneficial and contribute to asset growth.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Greg Banner, CFP®, CLU®, CRTP

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Description

The financial press primarily promotes the idea of investors investing in someone else’s Qualified Opportunity Fund often overlooking the possibility and benefits of the client creating their own Qualified Opportunity Fund. Join Greg to understand recent changes, opportunities, and new planning strategies that may be beneficial and contribute to asset growth.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Greg Banner, CFP®, CLU®, CRTP

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