The Qualified Opportunity Zone (“QOZ”) program is a new tax incentive available for individuals and businesses who realize capital gains. Greg and Aman will cover the basic mechanics of the QOZ program as well as advanced techniques you and your clients can use to maximize the available financial and tax benefits. Understand why you might want to form your own Qualified Opportunity Fund; how to minimize out of pocket investment and maximize tax elimination; and how to obtain the tax incentives available under this program while minimizing the necessary amount of investment in an opportunity zone.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Greg Banner, CFP®, CLU®, CRTP and Aman Badyal, Esq.