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.