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How to Make Fixed Income from Opportunity Zones

Hosted by Caliber Companies
September 30, 2021
11:00 AM - 11:30 AM
Keynote
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Since the opportunity zone program was established in the 2017 Tax Cuts and Jobs Act, taxpayers have had the ability to take advantage of a significant new tax incentive that concurrently benefits low-income communities. The program provides investors with the chance to reinvest capital gains into designated opportunity zones in order to defer or eliminate taxes.

  • What the opportunity zone program is and how investors can take advantage of its tax benefits
  • Where the best opportunity zones are located and why it matters in terms of securing investments
  • Why private equity allows for more versatility as funds are controlled and maintained by expert managers, as opposed to direct ownership
  • The common mistakes that business owners and executives make and how these errors impact investments
  • What the illiquidity premium is and how illiquid assets may result in higher returns

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How to Make Fixed Income from Opportunity Zones

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