1. Qualified Opportunity Zones

Dan drills down into why many investors are considering Qualified Opportunity Zones as perhaps one of the best tax-smart opportunities in a generation.

Watch Class 1

2. 1031 Exchange vs. Opportunity Zone

Dan address three areas: First, the window of opportunity to take advantage of the OZ legislation, second, when should you consider a 1031 Exchange versus an Opportunity Zone, and third, a look at case study examples that address the question: "Should I go ahead and pay my taxes now if I think tax rates may be going up in the future?"

Watch Class 2

3. Due Diligence & How to Vet Your Investment Opportunities

Dan takes you for a close look at due diligence and how to vet your investment opportunities.

Watch Class 3

4. Tax-Smart Strategies and Information

In this class dan discusses tax-smart planning. Also, Dan covers what investors need to understand about some OZs entity structure -- including the nuances, and pros and cons.

Watch Class 4
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**An accredited investor, in the context of a natural person, includes anyone who: a) earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR b) has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence). Click here for information, or details on Accredited Entities.
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