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.