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Leveraging Opportunity Zones for Tax Efficiency and Diversification (CE Credit)

Sponsor: Caliber Companies

Event Name: Leveraging Opportunity Zones for Tax Efficiency and Diversification

Host: Caliber Companies

Date: April 3rd, 2024

Time of Event: 3:00 PM (EST)

Event Type: Virtual

Description of Event:

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.

Event Webpage/Registration info: Click here for more information and to register.