FPA Ventura February Quarterly Education Meeting

First Session: Federal & California Tax Update for 2023, Presented by Gary Weiss, CP

•    Learn about new proposed RMD regulations, and make sure your clients are taking proper RMDs
•    Understand what ARPA benefits are no longer available in 2022
•    See why clients may be getting more premium tax credits

Second Session: Understanding Opportunity Zones, Presented by Michael Shotton, Cantor Fitzgerald
TI1e presentation provides an overview of the Qualified Opportunity Zone program. The background for how congress passed the OZ legislation provides great context to understand how to use the program. The presentation then goes through the tax benefits of investing in an OZ fund and the timeline investors must follow to receive those ta." benefits. 

 Light breakfast and snacks are provided.

Registration: Members: $30 / Non-Members $50 / Students $10

Register

This event is part of the Professionals series.