November 3, 2022 - Using Qualified Opportunity Zones for Capital Gains Planning; presented by Greg Banner, CFP ®, CLU ®, CRTP 

Congress, through the Tax Cuts and Jobs Act of 2017, created a tax incentive for taxpayers willing to direct their capital towards the economic development of distressed communities. Investors involved in real estate development projects and real estate purchases have forever enjoyed the tax deductibility of depreciation and the ability to defer capital gains through different investment strategies. Congress took this into consideration and through the tax code seeks to provide generous federal income tax benefits to taxpayers who invest in distressed communities, named “qualified opportunity zones” to encourage economic growth.

November 10, 2022 – Pre-empted for Orange County EPI Chapter Meeting
Join us for Collaboration at It’s Best Part 4: Financial, Legal, and Tax Case Study – 2 Partners, 2 Designs; Presented by Matt Hansen and Joe Strazzeri, Esq. 
For full description and to register, go to: www.SCInstitute.org/EPIOC

November 17, 2022 - A New Perspective for Helping UHNW Families Avoid Raising Entitled Trust Babies; Presented by Ella Chase 

A common struggle for wealthy parents, as well as their advisors and family offices, goes something like this: “Hey, we’re worried about the trajectory of the children in the next generation. We don’t want them to be entitled and taking money from their trusts. Therefore, we’re planning a financial education program to empower them and ensure that doesn’t happen.” Join Ella for a frank conversation about why this probably won’t work, help your clients fix the disconnect, and find a better path forward.      

November 24, 2022 – Pre-empted for the Thanksgiving Holiday

December 2022

December 8, 2022 - Pre-empted for Orange County EPI Chapter Meeting
Join us for Our Holiday Social. 
For full description and to register, go to: www.SCInstitute.org/EPIOC.

Thursday Insights is dark for the remainder of December

You can return to this page anytime to register for additional meetings.