Defer, Reduce, and Eliminate Capital Gains Tax with QOZ

Defer, Reduce, and Eliminate Capital Gains Tax with QOZ

When:

Where:New York Life - 5th Floor Conference Room, 550 South Winchester Boulevard San Jose, California 95128

Cost:Free

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Investor · Pasadena, CA · Member since 2015 · 269 posts · 189 votes

Do you enjoy paying capital gains tax on your hard earned investments? If not, you'll want to attend this session to hear about the unprecedented way to reinvest your nest eggs.

As part of the Tax Cut and Jobs Act of 2017, Congress created an incentive for investors to defer, reduce, and eliminate capital gains tax which can go up to as high as 37%, while encouraging investment in communities that have been overlooked.

What you'll learn:
- What are Qualified Opportunity Zones?
- Where are they located?
- How does it work
- How to evaluate QOZ projects
- Feedback from the trenches | what to watch out for?

As always, bring your deals to pitch during our "Ask & Wants" or if you're looking for partners.

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Tom is the Founder of Blueprint Equity where he advises local real estate operating companies in their pursuit of institutional capital. Partnership investing has been a tradition of the institutional real estate investment industry for decades. This structure of investing started with the largest pools of institutional capital seeking specialized market expertise at the local level. Today smaller pools of institutional capital seek similar investment partnerships.

Ridaa is the Founder and Chief Investment Officer of BREAKFORM | RE, a real estate investment, management and development company focused on residential housing solutions across the income spectrum of end users. Ridaa most recently held the position of Principal and Managing Director at Christina Development Corp. Prior to that he held Vice President positions at both HSBC Bank and Barclays Capital where he was in charge of the firms' Indian Equity Investments and was a member of the Asia Advisory Committee. He was a co-founder of Veda Asset Management, LLC, an alternative investment management firm. Prior to starting Veda Asset Management, Ridaa was an Associate Director and Product Manager at Bear Stearns in the Structured Equity Products division, where he built their Market Access Product division for South & South East Asia, a $3 billion portfolio of assets in the region. Ridaa is a John C. Whitehead Fellow of the Foreign Policy Association, a member of the Harrow Association, Urban Land Institute, Building Industry Association of Southern California, Milken Foundation Young Leaders Council, Forbes Real Estate Council and the Young Entrepreneurs Council. He currently serves on the Board of the Kathi Koll Foundation. Ridaa earned a Bachelor of Arts in Economics as a Charles June Patrick Scholar from Bard College in New York.

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Agenda:
5:30pm - Networking
6:00pm - Introduction | Ask & Wants
6:15pm - Featured speakers
7:15pm - Q&A and Networking

Thank you to our sponsors for making this event possible


New York Life: Tu Nguyen ([email protected] | 408.807.7226)

Conventus Lending: @Brenda Chen ([email protected] | 626-353-7098)

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