Opportunity Zone Tax Implications for CPA's
23 Aug, 2023 3PM-4PM ET
This is a follow up Q & A to the CPE course 'Opportunity Zone Tax Implications For CPAs'. Kirk Walton, JD, will be answering questions regarding Opportunity Zones and GPWM's current open funds.
Featuring
Kirk Walton, Co-Founder - GPWM Funds
Since the late 1990s, Kirk’s combination of expertise in taxation, estate planning, law, personal finance, and investments has helped him become an elite comprehensive wealth manager, catering to the needs of high net worth individuals and families, including many prominent entrepreneurs, top level executives and venture capitalists in the technology sector. Prior to founding GPWM, Kirk started Eagle Financial Advisors, a fee-only registered investment advisor, in 2002. Prior to founding his own firm, Kirk was a partner with the Ayco Company (now a Goldman Sachs Company) and is an active member of the Idaho and California state bars. Kirk graduated in 1994 from Brigham Young University, majoring in Classical Studies, and earned his J.D., magna cum laude, from Pepperdine University School of Law.