Register Today For Alts Expo - Dec 8th
On June 30th, AltsDb co-founders Jimmy Atkinson and Andy Hagans hosted a live one-hour webinar for financial advisors, comparing Opportunity Zones, 1031 exchanges, and Delaware statutory trusts.
Note: This webinar has been accepted by the CFP Board for 1 hour of CE credit.
- Jimmy Atkinson, AltsDb
- Andy Hagans, AltsDb
- What is an OZ Fund?
- What is a 1031 Exchange?
- What is a DST?
- Traditional 1031 Exchange vs. DST Investment.
- Opportunity Zones vs. 1031/DST.
- Key considerations when a client has a capital gain.