January 10, 2019 Alert

Hi all,

Below are this week’s alerts for the Investment Network.  Enjoy! 

This Issue’s Topics: 

  • Concordia University Chicago: Protecting Older Adults from Elder Abuse: Options and Best Practices
  • FREE: ACG: Taking Advantage of Opportunity Zone Investing Webinar
  • ACG Chicago: The NextGen Network’s Trivia Night
  • Washington DC Compliance Roundtable: SEC OCIE Examination Priorities Webinar

Events:

Concordia University Chicago: Protecting Older Adults from Elder Abuse: Options and Best Practices
Monday, January 21, 2019 9:00 AM-4:00 PM
Blue Cross Blue Shield of Illinois Auditorium A 300 E. Randolph Chicago, IL

CPAs, tax preparers, financial advisors, estate planning advisors, lawyers and allied practitioners are invited to attend this one-day seminar designed for professionals working in financial and legal affairs on behalf of older adults. Distinguished experts will provide guidance on detecting and averting elder financial abuse, as well as enhancing relationships with older adult clients to better protect them from legal and financial exploitation.

This program brings together leading national experts in the fields of elder fraud detection and prevention for a one-day seminar. The sessions will explore the dimensions of the current epidemic of elder financial abuse and outline concrete steps for intervention.

For more information, click here.

FREE: ACG: Taking Advantage of Opportunity Zone Investing Webinar
Wednesday, January 23, 2019, 1:00-2:00 PM

The Tax Cuts and Jobs Act (TCJA), signed into law by President Donald Trump in December 2017, created the opportunity zone program to incentivize long-term capital investments in economically disadvantaged areas. Recently released initial guidance triggered an uptick in investor interest and fund creation to take advantage of the significant tax benefits this provision provides.

Qualified Opportunity Zones (QOZs) are primarily low-income census tracts nominated by each state, U.S. possession, and Washington, D.C. and then certified by the Treasury. By investing in QOZs, family offices and private equity firms can benefit from significant tax breaks for investment capital – including tax-free income.

Not only is this the hottest topic in the real estate industry but it has been described as one of the most beneficial tax reforms in decades. Join us as we shed light on opportunity zones, how they work, their risks, and the benefits.

The Speakers include: James Lockhar, Joshua Graham and Dannielle Lewis of Wipfli LLP – CPAs & Consultants.

Attendees will have the opportunity to ask questions during the webinar.

For more information, click here.

ACG Chicago: The NextGen Network’s Trivia Night
Wednesday, January 23, 2019, 5:30-8:00 PM
Jefferson Tap & Grille, 325 N. Jefferson, Chicago, IL

39 and Under? Connect with the NextGen Leaders of ACG Chicago at Trivia Night! The Jefferson Tap’s loft offers an amazing private space that is perfect for a fun time with your peers.

Over 40? Help us continue to build a great organization – share this with a young leader who should be a part of ACG Chicago.

For more information or to register, click here.

Washington DC Compliance Roundtable: SEC OCIE Examination Priorities Webinar
Thursday, January 31, 2019, 1:00-2:00 PM

Join us for the SEC 2019 Examination Priorities Webinar. We will focus on the following exam priorities: (1) compliance and risk at registrants responsible for critical market infrastructure; (2) matters of importance to retail investors, including seniors and those saving for retirement; (3) FINRA and MSRB; (4) digital assets; (5) cybersecurity; and (6) anti-money laundering programs.

The presenters are Nicole Kalajian of Stradley Ronon Stevens & Young, LLP and Jennifer Zordani of Zordani Law. The moderator is Marina Baranovsky, Founder at Scitus Consulting LLC.

To register, click here.

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