The financial world is awash in presentation decks—loaded with data, charts, tables, graphs, and an endless series of bullets. Financial folks seem to think that lots of proof points make for strong arguments in favor of whatever they are selling. In the financial industry, many PowerPoints are assembled by analysts or other data-driven professionals, with zeal to ‘prove’ the message with lots of numbers-oriented content. But the reality is something else

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Investments in certain economically distressed communities, officially designated as Opportunity Zones, may offer multiple tax benefits that could be significant. The benefits include tax on long-term capital gains from other ventures being deferred, the deferred tax bill can be reduced, and any profits from the Opportunity Zone property might avoid tax altogether

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I probably attend approximately 30 investment industry conferences each year. That’s right, I eat roughly 60 rubbery chicken or salmon lunches, have an estimated 120 glasses of overly oak-y chardonnay, and listen to more than 200 panel discussions and fireside chats annually. Sure, I get to do these things in some pretty fabulous locations, from Malibu to South Beach to Manhattan, but I mostly see them all through the double-paned glass of hotel rooms and the pallor-enhancing lights of conference ballrooms

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