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Category: Refresh Your Wealth

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. 

How to Apply for PPP Forgiveness

With the SBA’s release of the new Simple application and the EZ application, banks are starting to take applications for forgiveness. Mark and Mat break down the issues and what you need to know to get started with your App. More information about their newsletter and other educational resources at www.mainstreetbusinesspodcast.com

Can Starting a Business Help with Taxes?

YES! But it’s tricky, you’ll want to Join Mark and Mat as they break down the dos and don’ts of saving taxes with a small business. These strategies will save you THOUSANDS, you won’t want to miss it.  Let’s get your side hustle started to begin the tax-saving process! Even if you own a business already, you will want to tune in to ensure you are getting the most tax savings you can out of your business.