Engaging the HNW and Ultra HNW

By Introducing: Delaware Statutory Trusts & Opportunity Zones

Through one of its proprietary BusinessXpro™ Advisor Programs, Caitlin John welcomes local colleagues to come and learn about a couple of little-known alternative investments that will allow you to create compelling dialogue with Michigan’s wealthiest demographic.

Approved for two hours of CFP and CPE Credit

The Delaware Statutory Trust is an investment trust, under § 301.7701-4(c), that will be classified as a trust for federal tax purposes. A client may exercise a tax free exchange of real property for an interest in the Delaware Statutory Trust without recognition of gain or loss under Section 1031, if the other requirements of Section 1031 are satisfied

The Qualified Opportunity Zone Program (“QOZ Program”), created by the Tax Cuts and Jobs Act of 2017, is a tax-incentive program designed to encourage long-term private sector investments in designated communities known as Qualified Opportunity Zones by delivering certain tax benefits to investors through investment vehicles called Qualified Opportunity Funds.

PRESENTATION TOPICS INCLUDE

DST Programs:

  • The Benefits of a 1031 Exchange
  • Delaware Statutory Trusts (DSTs)
  • Today’s Market Environment
  • Why Working with a Team of Experts Matters

OZs Programs:

  • An Overview of the Qualified Opportunity Zone Program
  • Understanding the Potential Tax Benefits and Potential Risks
  • Important Deadlines to Maximize the QOZ Tax Benefits
  • Comparing Qualified Opportunity Funds and 1031 Exchanges

Making it Look Easy:

  • Partnering with a local expert
  • Back office support and compliance documentation
  • Creating client interest and engagement
  • Event coordination and Marketing collateral

Approved for two hours of CFP and CPE Credit

PRESENTATION DETAILS

DATE AND TIME:

February 25th – 10:30 am Registration

11:00 am – 1:00 pm Presentation Time

Lunch will be served during the Presentation

LOCATION:

Four Points by Sheraton

27000 South Karevitch Drive Novi, MI 48377

SPONSORED BY:

Caitlin John PWM

PRESENTED BY:

Cantor Fitzgerald

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