This webinar has been accepted by the CFP Board for 1 hour of CE credit.
All types of financial advisors are welcome to attend the webinar, including RIAs, broker-dealers, family offices, institutionals, and other types of financial advisors.
Topics to be covered:
- What is an OZ Fund?
- What is a 1031 Exchange?
- What is a DST?
- Traditional 1031 Exchange vs. DST Investment.
- Opportunity Zones vs. 1031/DST.
- Key considerations when a client has a capital gain.