This webinar will provide an in-depth exploration of Opportunity Zones and how they can be harnessed to create strategic advantages for your clients.

You'll Learn:

  • Mastering Opportunity Zones: Develop a comprehensive understanding of Opportunity Zones, their structure, and their potential impact on your client's financial goals.
  • Strategic Tax Planning: Dive into the various tax benefits and incentives associated with Opportunity Zone investments, including capital gains deferral, reduction, and potential elimination.
  • Portfolio Diversification: Learn how Opportunity Zone investments can introduce a new layer of diversification, minimizing risk and optimizing returns for your clients. 
  • Risk Management: Explore strategies to effectively manage risks within Opportunity Zone investments while maximizing growth potential.
  • Navigating Complexity: Gain insights into the regulatory landscape and complexities of Opportunity Zone investments, ensuring compliance and informed decision-making.

Featured Speakers:

  • Richard Hillson, Founder, Hillson Consulting
  • Sean Hickham, Managing Director - Capital Markets,  Caliber, The Wealth Development Company

Accepted for one hour of CFP® and CPA CE Credit for live webcast attendees.