OZ Strategies For High Net Worth Investors, An OZ Pitch Day Panel (Episode 189)
What are the various strategies that investors can use to optimize the tax efficiency of their portfolios?
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Show Notes
In this panel from OZ Pitch Day Spring 2022, a trio of experts discuss the various strategies that investors can use to optimize the tax efficiency of their portfolios.
This episode is the audio version of an OZ Pitch Day Spring 2022 panel titled, “Opportunity Zone Strategies for High Net Worth Investors.” The panel was moderated by OpportunityDb founder Jimmy Atkinson. Panelists: Jay Frank, Rob Johnson, and Scott Hawksworth. Recorded live on March 29, 2022.