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PRI Offense and Opportunity Zone Defense: How Private Foundations and Investors Can Win Both Social and Economic Returns

October 30 @ 11:30 am - 1:30 pm SA CPA Training Center $50 – $92.50
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COURSE #: 2019103022

 

Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.

 

This dynamic panel will explain the technical requirements and tax benefits of Program Related Investments, Mission Related Investments, Opportunity Zone Funds, and Impact Investments. It will give real-world examples of how these planning tools work in practice, and strategies for vetting potential opportunities.

 

Learning Objective(s): Attendees will be able to

  • understand the technical requirements and tax benefits of Program Related Investments (PRI), Mission Related Investments, Opportunity Zone Funds, and Impact Investments
  • Become familiar with the various forms in which PRIs can be made based on the needs and desires of the foundation and recipient
  • recognize key factors to consider when exploring a potential investment opportunity

 

 

Prerequisites: The method of presentation is group-live instruction and the program level is basic to intermediate.  There are no prerequisites for this course nor is there any advanced preparation required.

 

Lunch included

Tickets

40 available
TXCPA Member/Non-CPA$50.00

Please fill in all required fields

40 available
CPA Nonmember$92.50

Please fill in all required fields

Details

Date:
October 30
Time:
11:30 am - 1:30 pm
Cost:
$50 – $92.50
Event Categories:
,
Event Tags:
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Organizers

katy David, JD, Partner, Clark Hill Strasburger
Janie Barrera, President & CEO, Lift Fund
Nikisha Baker, CDO, SAMMinistries
Denise Barkhurst, President & CEO, Big Brothers Big Sisters of San Antonio
David Robinson, Jr., Associate, Blueprint Texas

Venue

SA CPA Training Center
901 NE Loop 410
San Antonio, TX 78209 United States
+ Google Map
Phone:
(210) 828-2722
Website:
/contact/#Directions
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