[Event] Opportunity Zone Tax Benefit for the Wine Country: Understand How and When To Invest - March 13, Santa Rosa, CA

Farella Braun + Martel LLP
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Farella Braun + Martel LLPThe new Opportunity Zone Program is a tool created to use private investments in Qualified Opportunity Funds rather than taxpayer dollars to revitalize economically distressed communities designated as Opportunity Zones.

Opportunity Zones, including those identified in Sonoma and Napa counties, may offer attractive tax benefits to wine industry businesses and high net worth individuals looking to remove unrealized capital gains from their balance sheet in a tax efficient manner while benefitting underserved communities. As opportunities to invest in Qualified Opportunity Funds increase, it is important to understand the fundamentals of the program.

Join us as we discuss:

  • What are Opportunity Zones
  • The tax advantages of investing in an Opportunity Fund
  • Different types of Qualified Opportunity Zone property
  • How investing in an Opportunity Zones works
  • Potential investment structures

This program is particularly focused to individual, family, and corporate property owners.

Speakers:

 
 
 
 
 
Julie Treppa
Partner
Farella Braun + Martel LLP
 
 
 
 
 
 
Lysondra Ludwig
Associate
Farella Braun + Martel LLP
 

EVENT DETAILS

March 13, 2019

Vintners Inn
4350 Barnes Road
Santa Rosa, CA

Registration: 7:30 am

Program: 8:00 - 9:30am

RSVP

Click here to register.

Attendance is complimentary

Program contact:

Please contact Margaret Poza at mpoza@fbm.com with any event questions.

 

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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