In this webinar, we covered how opportunity zone incentives can deliver improved financial planning strategies and results as well as how our unique unrestricted OZ REIT structure increases both the ease of obtaining opportunity zone tax incentives and their financial planning utility.
Learning Objectives:
• Summarize the opportunity zone initiative and its benefits
• Determine how these tax incentives can now be accessed by all investors, not just accredited investors
• Identify how to tailor Opportunity Zone incentives to match your clients’ unique financial needs
• Recognize how using these new tax-efficient wealth management tools can add value for clients and help grow your business