Sessions Overview
The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.
With clients exiting businesses, many advisors and business owners are considering solutions to address capital gains taxes associated with the sale of businesses and other highly appreciated assets. The One Big Beautiful Bill Act (OBBBA) highlighted the impact of over $100 billion of Opportunity Zone (OZ) private capital invested in communities across the country and made OZ a permanent part of the tax code. We’ll explore the benefits of Opportunity Zone investing today and after January 1, 2027, with nationally recognized OZ fund manager, Redbrick LMD, an experienced, vertically integrated developer, owner, and asset manager of high impact real estate in Washington, DC and strategic defense-related projects located across the country.
Working with advisors and their clients, alongside select family offices, Redbrick LMD has raised and deployed over half-billion dollars of OZ capital since 2019, delivering multiple projects and providing a tax solution for investors harvesting short and long-term capital gains.
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Understanding how Opportunity Zones may be a tax-efficient solution for business owners exiting businesses to defer and eliminate capital gains taxes
- Exploring the transition from OZ 1.0 to OZ 2.0 codified in the One Big Beautiful Bill Act
