Capital Gains Strategies to Optimize Tax Outcomes
Join us for a private CEU-eligible lunch event designed exclusively for CPAs seeking advanced, practical strategies to help clients manage significant capital gains events more effectively.
Hosted in collaboration with Griffin Capital, this session will provide in-depth insights into utilizing Qualified Opportunity Zone Funds (QOFs), Exchange Funds, and 1031/721 Exchanges as part of a comprehensive tax and wealth management strategy.
Whether you’re advising business owners, real estate investors, or high-net-worth individuals, this session will equip you with actionable knowledge to better serve your clients.
Date: August 21, 2025
Time: 11:30 AM
Host: Strategic Financial Services
Speaker: Darren Scott, Senior Vice President with Griffin Capital Company
Location: Grotto Ristorante, 4715 Westheimer Rd, Houston, TX 77027
CEU Credits Available
What You’ll Learn:
The Tax Mechanics and Strategic Role of QOFs:
Explore how Qualified Opportunity Zone Funds provide capital gains deferral, elimination, and portfolio diversification benefits.
Case Studies Across Real-World Scenarios:
See how these strategies work in practice through real examples involving business sales, real estate transactions, and concentrated asset positions.
Comparative Strategy Insights:
Learn when to recommend QOFs, Exchange Funds, 1031 Exchanges, and 721 Exchanges based on asset type, timeline, and client goals.
Enhancing CPA-Advisor Collaboration:
Discover how proactive collaboration with financial advisors can help you deliver more holistic, tax-efficient solutions.
Insights from Industry Experts:
Benefit from Griffin Capital’s extensive experience in real estate investment and tax-advantaged planning strategies.