Opportunity Zone Investing: Insights from a $140M Real Estate Owner

Join Barrett Linburg, co-founding principal of Savoy, to explore the essentials of Opportunity Zone investing and its tax benefits. This webinar will cover foundational aspects, unique investment strategies, and the involvement of major family offices in creating capital gains for Opportunity Zones. Barrett will also debunk common misconceptions and explain how these programs can significantly benefit business owners.

Wednesday, August 14, 2024

@2:00PM EST

Client Exclusive

Exclusive to Anomaly clients + 1 friend

Your Guest Speaker:
Barrett Linburg

Co-founding principal of Savoy - Seasoned OZ and Real Estate Specialist

Your Host:
Greg O'Brien

Award-winning CPA specializing in complex tax planning and virtual CFO

Your Host:
John Malone

Award-winning certified Tax Coach, Attorney, and Business Advisor

With over 17 years of real estate investment experience, Barrett will guide you through the complexities of Opportunity Zone investing. You'll gain insights into why this is one of the best tax deals of the century and learn how to create or invest in Opportunity Zones for a tax-free exit. Barrett's expertise in handling complex transactions, such as historic tax credits and low-income restrictions, ensures a comprehensive understanding of the subject.

We will also discuss why some of the largest family offices in the US are generating capital gains to invest in Opportunity Zones. By addressing common misconceptions, Barrett aims to provide a clear understanding of how this unique program can offer substantial benefits to business owners and investors alike.

What You Will Learn On This Live Training Event:

Opportunity Zone Basics:

Grasp the foundational elements and tax benefits of Opportunity Zone investing.

Unique Investment Strategies:

Learn how to create or invest in Opportunity Zones for a tax-free exit.

Family Offices’ Involvement:

Understand why major family offices are focusing on Opportunity Zones.

Misconceptions Clarified:

Get clarity on common misconceptions about Opportunity Zone investments.

Business Owner Benefits:

Discover how Opportunity Zone programs can significantly benefit you as a business owners

As Seen On:

About the Hosts:

Barrett Linburg

Guest

Barrett Linburg is a co-founding principal of Savoy, specializing in capitalization, structuring investments, and deal sourcing. Since starting his real estate investment journey, Barrett has employed innovative strategies to achieve excellent risk-adjusted returns. His expertise spans historic tax credits, Opportunity Zones, low-income restrictions, and the deconversion of fractured condos. Barrett earned his BBA and MBA from SMU Cox School of Business, concentrating on real estate and finance. He is a recognized thought leader in real estate investment, frequently speaking at industry conferences and contributing to various financial publications.

Greg O'Brien

Host

Greg O'Brien is an award winning CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment.

As the only Certified Tax Strategist in Massachusetts, licensed by the American Institute of Certified Tax Planners, he specializes in using advanced tax reduction strategies to help business owners and individuals with complex situations reduce their overall tax burden.

John Malone

Host

John is a multi-faceted advisor with a passion for working with entrepreneurial clients and early stage businesses as they navigate complex tax and financial issues. John understands that your business and life are intertwined, requiring a management strategy that considers the right now in conjunction with your company's financial longevity and wellbeing.

John’s focus is on his client’s future, which is centered around proactive and advanced tax planning. John is a Certified Tax Coach as designated by the American Institute of Certified Tax Planner. With this background, he aims to provide innovative solutions to the ever-changing tax landscape. John is also an Attorney that has been recognized as a “Rising Star” each year from 2018 through 2021 by the Massachusetts Super Lawyers Magazine.