315: Opportunity Zone Tax Benefits and Investment Analysis with Guest Chris Loeffler

Main Street Business

Mark J Kohler and Mat Sorensen

Tax Reform, Entrepreneurship, Business, Irs Updates, Tax Tips, Legal Compliance, Business Structure, Tax Prep, Accounting, Tax Strategies, Management, Financial Reporting, Estate Planning

2.4 • 584 Ratings

🗓️ 23 November 2020

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

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...

Transcript

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0:00.0	Welcome everybody to this week's episode of Main Street Business.
0:10.6	Main Street Business podcast.
0:11.8	My name is Mark Kohler.
0:12.5	I'm here with my amazing co-host, Matt Sorensen in the house.
0:16.2	Yeah, baby.
0:17.1	Yeah.
0:17.8	All right.
0:18.8	Yes, I'm present.
0:19.9	I'm here.
0:21.7	We're also simulcasting on YouTube.
0:25.2	We're iTunes, Spotify, and Stitcher, multiple venues.
0:30.1	But we're here just talking about building wealth, saving taxes, living the American dream.
0:37.4	Both Matt and I are tax attorneys, specializing in
0:40.2	different areas of business law, tax law. If you're a new listener, I've found this topic
0:45.7	today on Opportunity Zones, our topic today. Matt's going to introduce our guest here
0:49.7	in a moment. But that's what we're trying to bring to your ways that you can really just make it happen.
0:58.3	And it's hard to get technical information that's not rah, rah, rah, but to get it in an
1:04.8	interesting format that's accurate and somewhat palatable. So I'm going to give a disclaimer now.
1:11.3	I will be making dumb jokes and movie references through the whole episode, but that's not a
1:15.5	reflection of my co-host.
1:18.0	Yeah.
1:19.1	Yeah.
	...

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