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DTSTART:20191113T003000Z
DTEND:20191113T030000Z
LOCATION:Double Tree Hotel, Mission Valley   7450 Hazard Center Drive
UID:1831220191113T003000ZNovember EPCSD Meeting: Opportunities in Opportunity Zones
DTSTAMP:20260313T114746Z
DESCRIPTION:\nThe Estate Planning Council of San Diego Presents: \nNovember 2019 EPCSD Meeting: \n \n \nDate: Tuesday, November 12th, 2019\n \nTime: 4:30 P.M. to 7:00P.M.\n \nWhere: Double Tree Hotel, Mission Valley \n \n7450 Hazard Center Drive\n \nRoom: Brickstone\n \nParking: You can park on the street or in the hotel garage- we do validate parking for the garage.\n \n \n \n \n \nSpeaker & Topic: \n \nPhil Jelsma\n \nOpportunities in Opportunity Zones  \nOpportunity Zones were created under the 2017 Tax Law and is designed to encourage investment in distressed communities by providing tax incentives to invest in qualified opportunity funds. Similar to a 1031 exchange on a rental property, this program enables investors to deploy assets with unrealized gains in new investments based in physically in these “Opportunity Zones”. Phil Jelsma is a leading attorney in San Diego who focuses on business planning with an emphasis on real estate. \n  \n  \nPhil will help explain what these Opportunity Zones are and how individuals and business can potentially benefit from the program.Phil’s extensive experience supporting corporate mergers and acquisitions includes representing buyers and sellers in consolidations, stock and asset purchases, management buyouts, and related transactions. He also advises on entity formation, fiduciary duties, inter-partner relationships, the issuance of stock and other ownership interests, recapitalizations and reorganizations, officer and director issues, corporate governance, stock option and appreciation rights plans, and contract preparation.\n \n \n \nContinuing Education Credits Approved: \n \nThis continuing legal education course is intended for Experienced Attorneys and Newly Admitted Attorneys and has been approved for up to 1.0 California MCLE credit hour, 1.0 New York CLE credit hour. \n \nThis presentation also is pending approval for 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals. \n \n \n \nMenu: \n \nField Green Salad\n \nENTREE #1\n \nSliced Apples, Macadamia Nut, Feta Cheese, Honey Dressing\n \nPork Loin\n \nRed Bliss Roasted Potatoes, Broccolini, Dark Gravy with Mustard\n \n \n \nENTREE #2\n \nVegan Meal \n \nMushroom Parm Risotto\n \nParmesan Cheese with Mushroom Risotto served in a Tomato\n \nDESSERT\n \nDoubleTree Famous Cookies\n \n \n \nPlease RSVP \n \n by Thursday, November 7th, 2019\n \nIn order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.\n \n You do NOT need a PayPal account in order to pay via credit card through PayPal. \n \nIf you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.\n \n \n \n**PLEASE NOTE: OUR ADDRESS HAS RECENTLY CHANGED. PLEASE SEND ALL MAIL TO:\n \nJessica Vito Cruz\n \nP. O. Box 880536\n \nSan Diego, CA 92168\n
SUMMARY:November EPCSD Meeting: Opportunities in Opportunity Zones - Estate Planning Council of San Diego 
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