Webinar Recording

Which Investment Opportunity is Right for You?

June 5, 2019

New proposed Opportunity Zone regulations may have you wondering what your next reinvestment strategy should be. Choosing your next investment takes careful consideration of planning, analysis, and consideration of income tax consequences. In addition to Opportunity Zone funds, some of your options include rollover real estate proceeds and taxable and tax exempt investments. Too many options? We are here to help clarify which option best suits your needs for what’s next.

Listen to our recent video from Michael Elliot, as he explains how our flexible analysis tool can assist in determining what opportunity is best for you.