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Did 2020 go quickly or slowly for you? Regardless, those involved in the QOZ Marketplace and Opportunity Zones investing in general are facing some important end-of-year deadlines that they absolutely need to be aware of. Listen to this podcast where Clint Edgington from the Nest Opportunity Fund® goes over some advanced planning and tax topics that could mean the difference of thousands of dollars for Opportunity Zone Fund investors.

Listen to “End of Year Deadlines and Advanced Tax Strategies for Opportunity Zone Investors” on Spreaker.

Piggybacking on a “Cost Segregation topic from a previous episode”, there are many interesting tax and investing strategies that investors into Opportunity Zone funds may not be aware of – until now! If that describes you, you’ll find the information that Mr. Edgington covers in this podcast invaluable. From accelerated depreciation with no recapture, using grantor trusts to provide tax-free estates to heirs, and how 1231 assets can get immediate tax writeoffs in the year of their QOF investment, by listening to this podcast you’ll get an advanced tax strategy education that you just won’t find anywhere else!

In addition, learn how cost segregation can be coupled with Opportunity Zone benefits to get an even bigger bang by getting a full income tax writeoff of your investment AND the capital gains benefits! What, you didn’t know you could do that? Now you do! But remember: this year is quickly coming to a close – do not miss the deadlines that you must adhere to in order to take full advantage of Opportunity Zone tax incentives!

Questions? Comments? You can contact Clint today at 614-905-6233 or visit his fund website at In addition, you can contact his investment firm at Beacon Hill Investment Advisory at 614-469-4685 as well.

ABOUT OUR GUEST: Clint Edgington

Clint EdgingtonClint Edgington is co-founder of Nest Opportunity Fund and leads the investment team at Beacon Hill Investment Advisory.

Beacon Hill provides advisory and family office services to business owners to simplify their financial lives, including their businesses, their retirement plans, and their public and private investment holdings.

Clint and his family have owned and managed single and multifamily real estate since 2003. Clint is recognized as an expert in the practicalities of Opportunity Zone investing and structures and, as such, has been interviewed or spoken for the Alternative Direct Investment Securities Association (ADISA), Real Assets Advisor magazine, and Columbus Business First. Clint is the past Chairman of the Columbus CFA Society Private Wealth Committee. Clint is a graduate of Miami University with a Bachelor of Science in economics.

All information provided is for informational purposes only. Mapable USA is not a registered broker-dealer, funding portal, or investment advisor. This information presented on this website/podcast is not intended as legal or investment advice for anyone to make an investment in any particular company and is not intended for any companies to rely on this information to form an opinion to go public or not to go public or to do any type of offering of securities. Any information presented is not an offer or solicitation to purchase or sell any securities or financial products. None of the information on the Mapable USA podcast or website takes into account any individual person’s personal objectives, financial situation, needs, or particular circumstances. You must check with a securities attorney to find out if an offering is for you, or if you are going to be in the business of selling any type of securities, you need to make sure you are following your state and federal legislative law so you do not get into any troubles. Do not use the opinions as stated on this show as any way to form an opinion as what is wrong or right or what could be done for your business or as an investor. Mapable, LLC recommends you obtain your own financial, legal, and taxation advice before making any financial investment decision.

One Comment

  • Eye opening, very interesting. I wonder how Clint would combine Opportunity Zones with EB-5 non-dilutive capital from Immigrant Investors in Target Employment Areas (TEA). There is a very high overlap between Opportunity Zones and TEA maps.