Join Sierra Pacific Private Wealth for an educational webinar featuring Bill Witte of Griffin Capital as we discuss Qualified Opportunity Zones and Roth conversion planning.

The session will cover the transition from the current Opportunity Zone program to QOZ 2.0 and how Roth conversions may fit into a broader, multi-year tax strategy.

Key topics will include:

• Differences between the current Opportunity Zone program and QOZ 2.0
• Updated capital-gain deferral rules and basis step-ups
• Long-term tax benefits and investment considerations
• Roth conversion timing and tax-bracket management
• Coordinating capital gains, retirement income, and future tax liabilities

About the presenter:

Bill Witte serves as Senior Vice President, Wealth Solutions at Griffin Capital Company. He is responsible for capital formation throughout the Northwest Region for investment solutions sponsored by the firm. Bill previously worked at Apollo Global Management, for over a decade before joining Griffin Capital Company, where he served as Director of Wealth Solution. Bill graduated from the University of Idaho. He is a registered 7 and 63 licensed representative.

*All registrants will receive the available presentation materials. Please RSVP even if you cannot attend live.

Disclaimer: Registration and attendance are subject to review and approval. This webinar is for educational purposes only and is not individualized investment, legal, or tax advice.