Sell Side Financial & Tax Planning with Opportunity Zone Investments


Sell Side Financial & Tax Planning with Opportunity Zone Investments

The Tax Cuts & Jobs Act of 2017 created the long-anticipated Opportunity Zones, which affords real estate investors and business owners alike an advanced tax deferral and mitigation strategy upon exit, much like a 1031 exchange but with more favorable tax savings.


Learning objectives:

  • Understand the tax advantages and timing requirements of an OZone investment.
  • Understand the purpose behind why QOZ’s were created.
  • Understand how QOZF’s fit within a financial plan.
  • Understand how to combine QOZ’s with other tax incentives.


About the Presenter:

Learn from industry experts, John Boyle, EA and owner and founder of Rocky Mountain Wealth Architects and Integrum Wealth Management, and Chris Loeffler, CPA and co-founder of Caliber, about side sell tax planning through opportunity zone investments.


Meet the Presenters


Thank you to our Sponsors!


This meeting is sponsored by Caliber and Integrum Wealth Management

This meeting will be held at Caliber.

Address: 8901 E Mountain View Rd, Suite 150, Scottsdale, AZ 85258


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

John Boyle

John Boyle

Owner and Founder of Rocky Mountain Wealth Architects and Integrum Wealth Management


Chris Loeffler

Chris Loeffler

Co-founder of Caliber


Continuing Education

One (1) CPE hour

One (1) CFP® credit


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at