Our Next Event: Alts Expo - Dec 8th
On June 16th, OpportunityDb founder Jimmy Atkinson hosted a live one-hour webinar for financial advisors.
Note: This webinar has been accepted by the CFP Board for 1 hour of CE credit.
- Jimmy Atkinson, OpportunityDb
- The tax benefits associated with investments made into Qualified Opportunity Funds.
- When OZ investing is appropriate for client portfolios.
- Eligibility, compliance requirements, and risks associated with OZ investing.
- Comparison of OZs to 1031s and DSTs.
- Opportunity Zone marketplace and legislative updates.