Education

CPA Academy Webinar Highlights: Reduce Your Tax Burden with QOZ Investing

Why OZ Investments Are Still Compelling

What Do the Election Results Mean for the Opportunity Zones? Let's Hear from Industry Leaders

Qualified Opportunity Zones Offer Key Tax Benefits for Investors for Year-End Tax Planning

Update on Opportunity Zones and Other Gain Deferral Strategies

Opportunity Zones vs. 1031 Exchanges

New Legislation May Give Opportunity Zones New Attention

Rep. Mike Kelly Touts Success of Erie, PA Opportunity Zones

3 Tax-Smart Strategies for Real Estate Investing

Four Reasons to Tap Opportunity Zones Before They Expire

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Pinnacle Partner Management LLC (“Pinnacle Partners”) is an SEC-registered investment adviser located in Seattle, Washington. Pinnacle Partners does not offer legal, investment, tax, or other professional advice, and nothing in this communication or webinar is intended to be construed as offering any such advice, nor does it constitute an offering of limited partnership interests in any of our Funds. Any such offering will be made solely pursuant to the specific Fund’s offering documents. An investment in our Funds is suitable only for qualified investors who fully understand the risks of such an investment. OZ Funds are an illiquid investment and there are restrictions on redeeming and/or transferring the limited partnership interests. There is no secondary market for the limited partnership interest of the Fund(s) and none is expected to develop. Investors should thoroughly review the particular Fund’s private offering memorandum with their individual financial, investment, tax, accounting, and legal advisors before making an investment determination. IRS Circular 230 Disclaimer: To comply with requirements imposed by the Department of the Treasury, to the extent this communication contains information relating to a U.S. tax issue, it is not intended or written to be used, and it may not be used, for (1) the purpose of avoiding any penalties that may be imposed on you or any other person or entity under the Internal Revenue Code or (2) promoting or marketing to another party any transaction or matter addressed in this communication.