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PRODID:-//ChamberMaster//Event Calendar 2.0//EN
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BEGIN:VEVENT
DTSTART:20260803T153000Z
DTEND:20260803T173000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Opportunity Zone Funds are a Versatile Solution for Capital Gains
DESCRIPTION:Program sponsored by \n\n\n\n\n\n\n\n\n\n \n\nQualified Opportunity Zone Fund ("QOF") investments provide a broad range of tax\, financial planning\, and investment benefits for investors with capital gains.\n\nAs a financial professional\, it is critical to understand this structure and how it may be utilized to create value for the constituents you serve.\n\n\n\nThis presentation will be great for Real Estate and Estate Planning Attorneys\, Real Estate Agents\, and anyone else who is interested in learning how to defer capital gains with the revised tax code from the OBBB.\n\n \n\nPresenters:   Jeff Scheper | Senior Vice President/Investments\, Stifel\n\n                     Matthew Couri\, CFA | Senior Vice President\, Griffin Capital Company\n\n\n\n \n\n Highlights\n\n   An advanced analysis of Qualified Opportunity Zone ("QOZ") legislation.  \n\n   Insight into the various tax benefits associated with QOFs.     \n\n   In-depth breakdown of the life cycle and timeline of QOFs. \n\n\n\n \n\n 1 CE Credit Eligibility*\n\n   1 CPE Credit: Specialized Knowledge (no prerequisites or advanced preparation required)                                                      \n\n   1 CFP CE Credit\, or                                                           \n\n   1 CIMA\, CPWA\, or RMA  CE Credit.                                                                                                                                                        \n\n   *Attendees must be present for no less than 50 minutes                                                                                                                                                                                                                                                                                                                                        \n\nGriffin Capital is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education \n\non the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. \n\nComplaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For \n\nmore information regarding administrative policies\, including complaints\, please contact our offices at 424.367.4250. Refunds are not available.\n\nTHIS IS NEITHER AN OFFER TO SELL NOR A SOLICITATION OF AN OFFER TO BUY \n\nSECURITIES. AN OFFERING IS MADE ONLY BY A PRIVATE PLACEMENT MEMORANDUM.
X-ALT-DESC;FMTTYPE=text/html:<div style="text-align: center\;"><font face="arial"><span style="font-size: 22px\;"><b><span style="font-size:18px\;"><span style="font-family:arial\;">Program sponsored by&nbsp\;</span></span></b></span></font><br />\n<br />\n<a href="https://www.stifel.com/"><img alt="" height="45" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/873/Image/stifel-logo.svg" style="width: 149px\; height: 45px\;" width="149" /></a><br />\n<br />\n<br />\n&nbsp\;</div>\n\n<div style="text-align: center\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="font-size:18px\;">Qualified Opportunity Zone Fund (&ldquo\;QOF&rdquo\;) investments provide&nbsp\;a broad range of tax\, financial planning\, and investment&nbsp\;benefits for investors with capital gains.<br />\nAs a financial&nbsp\;professional\, it is critical to understand this structure and how it&nbsp\;may be utilized to create value for the constituents you serve.</span></span></span><br />\n<br />\n<span style="font-size:18px\;"><span style="font-family:arial\;"><span data-olk-copy-source="MessageBody">This presentation&nbsp\;will be great for Real Estate and Estate Planning Attorneys\, Real Estate Agents\, and anyone else who is interested in learning how to defer capital gains with the revised tax code from the OBBB.</span></span></span><br />\n&nbsp\;</div>\n\n<div><span style="font-size:18px\;"><span style="font-family:arial\;">P<strong>resenters:</strong>&nbsp\; </span><span background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet=""><span style="font-family: arial\;">&nbsp\;<strong>Jeff Scheper</strong> | </span></span><span style="font-family:arial\;"><span data-olk-copy-source="MessageBody">Senior Vice President/Investments</span><span background-color:="" font-size:="" trebuchet="">\,</span></span><span background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet=""><span style="font-family: arial\;"> Stifel</span></span><br />\n<span background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet=""><span style="font-family: arial\;">&nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\;<strong>Matthew Couri\, CFA</strong> | Senior Vice President\, Griffin Capital Company</span></span></span><br />\n<br />\n&nbsp\;</div>\n\n<div><strong><span style="font-family:arial\;"><span style="font-size:18px\;">&nbsp\;Highlights</span></span></strong></div>\n\n<div><span style="font-size:14px\;"><span style="font-family:arial\;"><span background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="">&nbsp\;</span><span background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="">&bull\; An advanced analysis of Qualified Opportunity Zone (&ldquo\;QOZ&rdquo\;)&nbsp\;</span><span style="color: rgb(51\, 51\, 51)\; background-color: rgb(255\, 255\, 255)\;">legislation.&nbsp\;&nbsp\;</span><br />\n&nbsp\;<span style="color: rgb(51\, 51\, 51)\; background-color: rgb(255\, 255\, 255)\;">&bull\; Insight into the various tax benefits associated with QOFs.&nbsp\;</span> &nbsp\; &nbsp\;<br />\n<span style="color: rgb(51\, 51\, 51)\; background-color: rgb(255\, 255\, 255)\;">&nbsp\;&bull\; In-depth breakdown of the life cycle and timeline of </span></span></span><span style="color: rgb(51\, 51\, 51)\; font-family: arial\; font-size: 16px\; background-color: rgb(255\, 255\, 255)\;"><span style="font-size:14px\;">QOFs.&nbsp\;</span></span><br />\n<br />\n&nbsp\;</div>\n\n<div><span style="color: rgb(51\, 51\, 51)\; font-family: arial\; font-size: 18px\; background-color: rgb(255\, 255\, 255)\;">&nbsp\;</span><span style="font-size:16px\;"><span style="font-family:arial\;"><strong style="color: rgb(51\, 51\, 51)\; font-family: arial\; font-size: 18px\; background-color: rgb(255\, 255\, 255)\;">1 CE Credit Eligibility*</strong></span></span></div>\n\n<div><span style="font-family:arial\;"><span style="font-size:14px\;">&nbsp\;<span background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="">&bull\; 1 CPE Credit: Specialized Knowledge (no prerequisites or advanced preparation required)&nbsp\;</span>&nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\;<br />\n<span style="color: rgb(51\, 51\, 51)\; background-color: rgb(255\, 255\, 255)\;">&nbsp\;&bull\; 1 CFP CE Credit\, or&nbsp\;</span> &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\;</span></span></div>\n\n<div><span style="font-size:16px\;"><span style="font-family:arial\;"><span style="font-size:14px\;"><span style="color: rgb(51\, 51\, 51)\; background-color: rgb(255\, 255\, 255)\;">&nbsp\;</span><span background-color:="" trebuchet="">&bull\; 1 CIMA\, CPWA\, or RMA&reg\; CE Credit.</span></span><span style="color: rgb(51\, 51\, 51)\; background-color: rgb(255\, 255\, 255)\;">&nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\;&nbsp\;</span></span></span><br />\n<span background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="">&nbsp\;<span style="font-size:12px\;"><span style="font-family:arial\;"> &nbsp\;</span></span></span><span style="font-size:12px\;"><span style="font-family:arial\;"><span background-color:="" font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="">*Attendees must be present for no less than 50 minutes&nbsp\;&nbsp\;</span></span></span><span style="font-size:16px\;"><span style="font-family:arial\;"><span style="color: rgb(51\, 51\, 51)\; background-color: rgb(255\, 255\, 255)\;"> &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; </span>&nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\;</span></span> &nbsp\; &nbsp\; <span style="font-size:16px\;"><span background-color:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="">&nbsp\;</span></span>&nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\; &nbsp\;&nbsp\;</div>\n\n<div style="text-align: center\;"><span style="font-size:11px\;"><span style="font-family:arial\;">Griffin Capital is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education&nbsp\;<br />\non the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.&nbsp\;<br />\nComplaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For&nbsp\;<br />\nmore information regarding administrative policies\, including complaints\, please contact our offices at 424.367.4250. Refunds are not available.<br />\nTHIS IS NEITHER AN OFFER TO SELL NOR A SOLICITATION OF AN OFFER TO BUY&nbsp\;<br />\nSECURITIES. AN OFFERING IS MADE ONLY BY A PRIVATE PLACEMENT MEMORANDUM.</span></span></div>\n\n<div><br />\n<br />\n<br />\n<br />\n<br />\n<br />\n<br />\n<br />\n&nbsp\;<br />\n&nbsp\;</div>\n
LOCATION:Anderson Center Large Conference Room 7850 Five Mile Road Cincinnati\, OH 45230
UID:e.873.8153
SEQUENCE:3
DTSTAMP:20260706T183037Z
URL:https://www.andersonareachamber.org/events/details/opportunity-zone-funds-are-a-versatile-solution-for-capital-gains-8153
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