The South Texas Chapter of the American Academy of Attorney-CPAs presents:

We are pleased to offer this program to the entire AAA-CPA membership for FREE via webinar courtesy of the South Texas Chapter! The live program will still be occurring in Houston, Texas but if you are not local and would like to attend via webinar please sign-up and choose the webinar option! (We apologize for the early time for the West Coast!)

Opportunity Zones - What You Really Need to Know

Presented by: Brian Dethrow

Free Breakfast Sponsored by Carlton Perkins

Program Description

A Qualified Opportunity Fund (QOF) is a corporation or partnership into which taxpayers can "roll over" capital gains and obtain special tax benefits.  We will review which areas qualify as a  QOF, tax benefits of a QOF and limitations of a QOF.  

Learning Objective

• What is a QOF?  
• Tax Benefits of a QOF  
• Limitations of a QOF 

Date & Time                                                                    

Friday, March 22, 2019                                                                

8:30 a.m. - 9:30 a.m. (Breakfast Sponsored by Carlton Perkins)  

Location

In-Person/Live Program: FCA Offices, 791 Town & Country, Suite 250,  Houston, TX 

Free breakfast provided by Carlton Perkins for those attending in person

All local individuals (members and non-members) are encouraged to attend in-person    

- or - 

Webinar (AAA-CPA members only for those that cannot attend in-person)

Education

NASBA-approved for 1.0 CPE credit in Tax; State Bar of Texas approved for 1.0 MCLE credit 

Free Admission

Admission is FREE for both events. The webinar program is for AAA-CPA members only. Not a member? Join today at www.attorney-cpa.com/join. 

Registration

Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2.

About the Presenter

Brian Dethrow focuses his practice on tax and business planning for the Family Office and complex corporate, partnership, family, and inter-generational transactions.

Brian has broad experience with innovative tax and business planning with a particular focus on closely held business and Family Offices. His clients have ranged from Fortune 500 to very large family-controlled businesses, as well as the families who own them. His clients include some of the largest and most sophisticated Family Offices in the country, as well as funds for real estate, qualified opportunity zones, private equity and hedge funds.  He counsels on international tax, especially for very wealthy cross-border families, and estate, charitable and business succession for all the above. Click here to read Mr. Dethrow's full biography.

Additional Information

Delivery Method: Group-Live and Group Internet Live

Program Level: Update

Prerequisites: Anyone who has a background in taxes who desires to keep current

Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Business Professionals

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) 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.nasba.org. 

(M)CLE varies by state. Though we are accredited for (M)CLE in PA they will not accept webinars  for credit. If you require (M)CLE in a specific state, please send a request to info@attorney-cpa.com  prior to the program date and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.