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.
- 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