Broker Check
17 July
FREE Lunch & Learn Series: Tax Strategies to Address Capital Gains

Description

FREE Lunch & Learn Series: Tax Strategies to Address Capital Gains | Integrity Wealth Management

Come join us for a delicious lunch and an informative session at Antonello Ristorante! This Lunch & Learn Series presentation can provide 1hr CFP, CPA and CIMA CE credit.

RSVP for this Lunch & Learn Event Today!

Call 949-955-1188 or email events@integrityiwm.com


Wednesday July 17th | Tax Strategies to Address Capital Gains
Discover a Tax-Advantaged Investment Strategy through Opportunity Zones
You’re cordially invited to join us for an educational presentation on Opportunity Zones, hosted by Cantor Fitzgerald.
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.
The information contained herein is not an offer to sell or a solicitation of an offer to buy any securities and is for training and educational purposes only. Such an offer or solicitation can be made only through the Confidential Private Placement Memorandum relating to the offering, which is always controlling and supersedes the information contained herein in its entirety.
Cantor Fitzgerald and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting professionals before engaging in any transaction.
PRESENTATION TOPICS INCLUDE
• An Overview of the Qualified Opportunity Zone Program
• Understanding the Potential Tax Benefits and Potential Risks
• Defining Requirements and Eligibility
• Important Deadlines to Maximize the QOZ Tax Benefits
• Comparing Qualified Opportunity Funds and 1031 Exchanges

Meet Steve

Steve Pointer is a Senior Vice President and Regional Director at Cantor Fitzgerald Asset Management, a global financial services and wholesale distribution firm. Steve brings over 15 years of experience in working with wealth management, accounting, tax and legal professionals on the education and implementation of sophisticated private and traditional market solutions, including Real Estate, Infrastructure, 1031 Tax Deferred Exchanges, Qualified Opportunity Zone Funds, Mutual Funds, Exchange Traded Funds, and Separately Managed Accounts.
Mr. Pointer earned a B.A. in Business Communication from the University of
California, Santa Barbara. Steve holds his Series 7, 63, & 65 Licenses and is an active partner in the Financial Planning Association. Steve currently lives in Phoenix, Arizona with his wife and two sons.
*Cantor Fitzgerald Asset Management is a division of Cantor Fitzgerald & Co.

Don't miss out on this valuable experience - RSVP now to secure your spot! Call 949-955-1188 or email events@integrityiwm.com

Ralph Adamo is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC, 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308. Tel: 954-782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Integrity Wealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.


Date and Time

Wed, Jul 17, 2024

11:30a - 1:00p PST

Location

Antonello Ristorante

3800 S Plaza Dr.
Santa Ana , CA 92704

Note

RSVP for this Lunch & Learn Event Today! Call 949-955-1188 or email events@integrityiwm.com

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