ESTATE PLANNING COUNCIL OF ST. LOUIS

NO WALKS AT MEETINGS - REGISTRATION CLOSES THREE DAYS PRIOR TO THE PROGRAM.

Overview of Opportunity Zones: Tax and Other Benefits for Investors

Date: Monday, March 23, 2026

Time: 11:45am - 1:00pm

Location: Saint Louis Club | 7676 Forsyth Blvd. Clayton MO 63105

Speaker: Ryan Furtick, Brian Figueroa

About the presentation: The presentation will provide attendees with an overview of qualified opportunity zones, including the original version of the program enacted in 2017 as part of the Tax Cuts and Jobs Act (TCJA), and the changes to the program implemented as part of the One Big Beautiful Bill Act (OBBBA).  The presentation will also discuss the tax and other potential benefits associated with investing in an opportunity zone.

To register for this session, go to www.epcstlouis.org  and click the link for the session.

CPA's - CPE Credit Note: CE is only given out in person. 

Continuing Education

EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP, L&H Insurance

CPE Information for CPAs

The sponsor assures that the program content and program level is appropriate for the intended participants.

Participants will:

• Learning Objectives: Explain recent legislative and regulatory updates affecting Opportunity Zone investments.
• Identify key compliance requirements and common pitfalls in Opportunity Zone transactions.
• Evaluate strategic tax planning opportunities under the latest Opportunity Zone provisions.
• Apply best practices to structure and manage qualifying investments for long-term success.

Participants will earn 1 CPE credit.

Field of Study: Tax

Additional Information:

Delivery Method: Group Live/Group Internet Based

Program Level: Basic

Pre-requisite: NONE

Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.

Refunds and Cancellations: All attendees are required to register in advance. If you reserve and are unable to attend, please cancel your reservation at least 3 working days in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.

Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

National Registry of CPE Sponsors Number 109467

CTFA

CTFA 1.25 CE credit

CFP

Upon completion of this course, you should be able to:

• Attendees will leave with actionable insights to integrate GST planning into broader estate strategies, avoid common traps, and maximize the exemption for enduring family legacies

About the Speaker:

Brian Figueroa is a trusted estate planning attorney who guides high-net-worth individuals and families through complex legal and financial matters with clarity, empathy, and long-term perspective.

Brian is a Member of the Firm’s Estate Planning and Probate Department at Lewis Rice. He advises high-net-worth individuals and families on a wide range of personal and business matters, including sophisticated estate and wealth preservation planning, business succession strategies, prenuptial agreements, charitable planning, trust modifications, and the preparation of federal gift and estate tax returns. Brian also represents and assists individual and professional fiduciaries in the administration of complex estates and trusts.

Known for establishing personal, long-term relationships with his clients, Brian guides them through legal, tax, financial, and family considerations with empathy and care. He works closely with clients and their advisors to navigate the evolving planning landscape and ensure that each strategy reflects the client’s goals and values.

During law school, Brian spent two summers with Lewis Rice as a summer associate. He was a Dean’s Scholar and served on the editorial board of the Saint Louis University Law Journal.

Brian is a member of the Firm’s Recruiting and Technology Committees. He was selected for inclusion in Missouri & Kansas Rising Stars® (2018–2023) and Best Lawyers® Ones to Watch (2021–2025). In 2020, he was selected for Class II of the Heart of America Fellows Institute of the American College of Trust and Estate Counsel.

Ryan Furtick is a tax and corporate advisor who helps clients navigate complex transactions and planning matters with precision and practical insight. Ryan serves as Practice Group Leader for the Taxation practice group at Lewis Rice. His broad-based tax practice includes federal income tax planning for individuals, partnerships, LLCs, and corporations, with a focus on business and succession planning. Ryan regularly advises clients on the tax aspects of complex transactions, including mergers and acquisitions, reorganizations, joint ventures, and private equity deals. He also represents clients in tax controversy matters before the IRS and various state and local taxing authorities. Ryan’s corporate practice complements his tax work, with a focus on mergers and acquisitions, business structuring, corporate governance, and general business representation. He works with businesses and their owners throughout the entire life cycle of the enterprise, representing both buyers and sellers across a wide range of industries. Ryan was selected for inclusion in the Missouri & Kansas Super Lawyers “Rising Stars” list for 2025. As a member of the Recruiting Committee, Ryan supports firm culture and talent development at Lewis Rice.