INVESTING IN THE ZONE
Discover a Tax-Advantaged Investment Strategy through OZs.
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
Presentation Topics Include:
• Overview of the QOZ Program
• Understanding the potential tax benefits and risks
• Important deadlines to maximize the tax benefits
• Comparing QOFs and 1031 exchanges for investment real estate
• Eligibility of certain gains back to January 1st, 2020
• Current political environment, including the proposed American
Families Plan, with implications for the QOZ Program
Date & Time
Friday, September 17
8:30 a.m. - 9:30 a.m. Central Time in person at FCA Office
In-person at FCA Corp Office
791 Town and Country Blvd #250, Houston, TX 77024 OR via Zoom
NASBA-approved for 1.0 CPE credit; State Bar of Texas approved for 1.0 MCLE credit - please check your State Bar for (M)CLE credit and self-reporting options.
Admission is free for AAA-CPA members.
About the Presenters:
Daniel Goodwin, Provident Wealth Advisors
Daniel C. Goodwin began his financial services career 25 years ago when he and his family moved to The Woodlands, Texas. Since then, Daniel has worked closely with over eight hundred families in his community assisting them with sound strategy and planning designed to achieve long and short term financial goals.
In 2011, after climbing up through the ranks of a large national firm, Daniel created Provident Wealth Advisors to provide his clients with fee based, independent, holistic, unbiased, and fiduciary advice. Provident Wealth Advisors specializes in comprehensive, financial, investment and tax planning. Daniel’s team of strategic partners consists today of CPA’s, tax and estate planning attorneys, institutional portfolio managers, private and commercial bankers, insurance professionals and financial strategists across a variety of disciplines.
Daniel writes a weekly financial column for a local community newspaper, and regularly gives back to his community by serving as a mentor at the Sam Houston State University College of Business where he earned his degree in 1984.
Matthew Hannon, Cantor Fitzgerald Capital
Matthew Hannan is a Senior Vice President at Cantor Fitzgerald Capital, a global
financial services firm and open architecture wholesale distribution company. CFC aimsto leverage the strength of Cantor Fitzgerald to provide institutional solutions to the retail
Matthew brings over 17 years of experience in the financial services and the alternative
investment industry. He works directly with registered representatives and
investment advisors covering all channels in the TX, OK, KS and MO markets.
Matthew earned his Bachelor of Arts Degree from Southern Methodist University with
an Advertising/Marketing Major. He currently holds FINRA Series 7 and 66 licenses and
the CAIA Fundamentals in Alternatives designation.
Matthew lives in Dripping Springs, Texas, with his wife Daniela, son Sebastian and
daughter Micaela (and Runa, the dog). Outside of the office, Matthew enjoys running,
Brazilian Jiu Jitsu and hockey.