EPI Utah Chapter Event | May 25, 2023 Understanding Exit Planning The Exit Planning Institute (EPI)

The Exit Planning Institute (EPI) has a co-branded version of the Empowering Business Owner Conversations keynote presentation to be conducted with John Hancock Investment Management team members

3-year CEPA Credential  Continuing Education Renewal Fee

Is Rich prepared for his life after business

Come join the community to build on existing professional relationships and make new ones to deepen your bench of professionals

and community

EPI Utah Chapter Event | May 25, 2023 Understanding Exit Planning The Exit Planning Institute (EPI)How Opportunity Zones are used to reduce capital gains for a business owner. Opportunity Zones and Opportunity Zone Funds were established by the 2017 Tax Cuts & Jobs Act as a way to drive capital and resources into communities that had been left behind in the recovery after the Great Recession. The main tax advantages are the initial deferral and reduction of capital gains taxes after the sale of any capital asset including privately held businesses