Opportunity Zone Funds are a Versatile Solution for Capital Gains
Program sponsored by
Qualified Opportunity Zone Fund (“QOF”) investments provide a broad range of tax, financial planning, and investment benefits for investors with capital gains.
As a financial professional, it is critical to understand this structure and how it may be utilized to create value for the constituents you serve.
This 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.
As a financial professional, it is critical to understand this structure and how it may be utilized to create value for the constituents you serve.
This 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.
Presenters: Jeff Scheper | Senior Vice President/Investments, Stifel
Matthew Couri, CFA | Senior Vice President, Griffin Capital Company
Matthew Couri, CFA | Senior Vice President, Griffin Capital Company
Highlights
• An advanced analysis of Qualified Opportunity Zone (“QOZ”) legislation.
• Insight into the various tax benefits associated with QOFs.
• In-depth breakdown of the life cycle and timeline of QOFs.
• Insight into the various tax benefits associated with QOFs.
• In-depth breakdown of the life cycle and timeline of QOFs.
1 CE Credit Eligibility*
• 1 CPE Credit: Specialized Knowledge (no prerequisites or advanced preparation required)
• 1 CFP CE Credit, or
• 1 CFP CE Credit, or
• 1 CIMA, CPWA, or RMA® CE Credit.
*Attendees must be present for no less than 50 minutes
*Attendees must be present for no less than 50 minutes
Griffin Capital is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education
on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For
more information regarding administrative policies, including complaints, please contact our offices at 424.367.4250. Refunds are not available.
THIS IS NEITHER AN OFFER TO SELL NOR A SOLICITATION OF AN OFFER TO BUY
SECURITIES. AN OFFERING IS MADE ONLY BY A PRIVATE PLACEMENT MEMORANDUM.
on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For
more information regarding administrative policies, including complaints, please contact our offices at 424.367.4250. Refunds are not available.
THIS IS NEITHER AN OFFER TO SELL NOR A SOLICITATION OF AN OFFER TO BUY
SECURITIES. AN OFFERING IS MADE ONLY BY A PRIVATE PLACEMENT MEMORANDUM.
Opportunity Zone Funds are a Versatil...
Date and Time
Monday Aug 3, 2026
11:30 AM - 1:30 PM EDT
Location
Anderson Center
Large Conference Room
7850 Five Mile Road
Cincinnati, OH 45230
Printed courtesy of www.andersonareachamber.org – Contact the Anderson Area Chamber of Commerce for more information.
7850 Five Mile Rd., Cincinnati, OH 45230 – (513) 474-4802 – info@andersonareachamber.org