Opportunity Zone Tax Benefits and Investment Analysis with Guest Chris Loeffler
Mark and Mat interview special guest Chris Loeffler, CEO and Co-Founder of Caliber on how you can defer, reduce, and eliminate capital gains by making an opportunity zone investment. And special note, you can still defer 2019 and 2020 gains for investments made by December 31, 2020. Opportunity Zones were created under the Tax Cuts and Jobs Act and have become a popular place for investors with capital gains from any source (real estate, business, stock) to re-invest their gains (tax-deferred, with reduction benefits too) into tax favorable Opportunity Zone funds. Learn how a deal qualifies, the tax rules and perks, the extended benefits for gains in 2019 and 2020, and how to analyze an Opportunity Zone fund or deal.