OPPORTUNITY ZONES AND OPPORTUNITY ZONE FUNDS
Opportunity Zones and Opportunity Zone Funds were established by the 2017 Tax Cuts & Jobs Act as a way to drive capital and resources into communities that had been left behind in the recovery after the Great Recession. The main tax advantages are the initial deferral and reduction of capital gains taxes after the sale of any capital asset including privately held businesses and then eventually a total exclusion of future capital gains taxes in an Opportunity Zone Fund.
- Educate advisors about Opportunity Zones
- How Opportunity Zones are used to reduce capital gains for a business owner
- Share how business owners can use Opportunity Zones
About the Presenter:
Learn from industry expert Brion Crum, VP of Wealth Development, Caliber Funds.
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EXIT PLANNING IS GOOD BUSINESS STRATEGY
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Meet Brion Crum:
Brion Crum is the VP of Wealth Development at Caliber Funds. His responsibilities include raising money for Caliber’s multiple real estate funds and helping accredited investors develop their wealth.
Prior to Caliber, Brion was a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth investors and business owners on strategies for asset protection, tax planning and portfolio construction. Brion began his career as an internal wholesaler at ING Funds before becoming an independent advisor and consultant for companies with high-growth potential and their executives.
Brion has been on the founding advisory board of Eliances, an entrepreneurship community, and is a board member/advisor for a diverse group of organizations that have community impact and sustainability at their core.
Brion obtained his BSBA in Finance and Aviation Management from The Ohio State University. He is a registered representative with Tobin & Company Securities LLC – Member FINRA/SIPC.