CSEA/MSEA USE PROMO CODE "MEMBERS"
10:00a - 11:30a Board Meeting - Everyone is invited.
12:00pm - 12:15pm President Announcement
12:15pm - 2:20pm Webinar
Recommended to test connection prior to webinar
Tuesday, September 22, 2020
Come join Sean Raft, Partner and Chief Administrative Officer at Urban Catalyst, Silicon Valley's leading Opportunity Zone Fund. Sean will discuss how investing in the Opportunity Zone program works and the tax benefits that come along with it. (50 minutes) He will also go over the fund timeline and showcase Urban Catalyst’s portfolio of seven projects. (30 minutes)
"1031 Exchanges" Presented by: Ron Ricard, Vice President / Regional Account Manager
Ron will point out the finer points on tax deferred exchanges, and discuss such topics as reverse exchange, related party issues and partnership problems.
IRS Program 7Q3WU-T-00186-20-O - 2 IRS CE and 2 NASBA CPE credit
•Substantial experience in real estate, law, and securities
•Provides senior management as well as advice on company organizational, financial, and legal strategies by managing and overseeing outside vendor relationships to ensure the internal...
Ron, Vice President and Regional Account Manager for Northern California, is designated as a Certified Exchange Specialist®, one of fewer than 110 people nationwide who currently carry that certification as accredited by the Federation of Exchange...
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