Opportunity Zones and Opportunity Zone Funds

UTAH CHAPTER EVENT

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. 

Learning Objectives:

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.

Meet the Presenter

Thank you to our Sponsors:

This meeting will be held at Millrock Business Lounge, 1st Floor.

Address: 6510 South Millrock Drive, Salt Lake City, Utah 84121

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Chattanooga 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 www.EPIUtah.com.

About the Presenter

Brion Crum

VP of Wealth Development, Caliber Funds

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.