What’s Next? Podcast
Episode 1
Exploring Opportunity Zones Part 1 with Greg Porter
In our first episode, Greg Porter, CBIZ Berntson Porter Managing Director and co-founder of newly acquired Berntson Porter & Company, shares his expertise and insight into Opportunity Zone investments.
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Overview
In the inaugural episode of What’s Next?, CBIZ Berntson Porter Managing Director and co-founder of newly acquired Berntson Porter & Company, Greg Porter, joins Parcion Private Wealth’s Terry Cook to discuss the benefits of Qualified Opportunity Zone investments, a powerful tool that can significantly help mitigate the tax implications of wealth events such as the sale of a business.