Opportunity Zone
Investment Guide

Everything you need to avoid the biggest financial planning and tax pitfalls and make the right decisions when you invest in an Opportunity Zone.

topics Covered

The Opportunity

How to recognize opportunities and invest through the Opportunity Zone program.

Laws and Regulations

A breakdown of the legislation and regulations, including guidance from the Treasury.

Tax Benefits

Identify and qualify for the main tax benefits, including the elimination of capital gain.

Financial Planning

Incorporate Opportunity Zone tax breaks into your overall financial and retirement planning.

The Biggest Tax Break Ever?

Interested in learning more about how Opportunity Zone investments could fit into your financial plan? 

Opportunity Zones: The Biggest Tax Break Ever! includes valuable insights into what an opportunity zone is, how they work, and whether or not they might be right for you.

The guide covers topics like: taxes deferrals, capital gains, real estate investment trusts, private equity platforms, and more.

Informative and Easy to Read

The OZ Guide was really easy to read and gave me a great overview and understanding of what looks like a really complex subject. 

Jo Ann S

The Authors

John is a nationally recognized Financial Educator, SAPOer and Author, whom you may have seen as a guest many times on financial shows such as CNBC’s Squawk Box and Power Lunch. You may have also heard him as the premier financial guest on KHOW 630AM’s daily show, The Troubleshooter with Tom Martino. Goodhue has recently Co-authored his second book on advanced strategies to reduce income taxes and eliminate estate taxes. He is the creator of the Smiling Through Retirement™ Process and has been interviewed by Kevin Harrington, original Shark on the multi EMMY® Award winning TV series, Shark Tank, and by James Malinchak, featured on ABC TV’s Hit Series, Secret Millionaire. They also interviewed such notables as Country Music star Martina McBride and renowned economist Roger Ibbotson.

John Goodhue

Brian is a nationally recognized Financial Educator, Author, SAPOer and Financial Planner, whom you may have seen in or on NBC, ABC, CBS, and FOX network affiliates and Fortune, Money, Bloomberg Business, Kiplinger, Wall Street Select, Market Watch, Denver Business Journal, Denver Post, Yahoo Finance and others. Also, heard him as the premier financial guest on KHOW 630AM’s daily show The Troubleshooter with Tom Martino. Gray is the Co-Author of “Smiling Through Retirement” and “Giving Transforms You” published in 2018. He has been interviewed by Kevin Harrington, original Shark on the multi EMMY® Award winning TV series, Shark Tank, and by James Malinchak, featured on ABC TV’s Hit Series, Secret Millionaire. They also interviewed such notables as Country Music star Martina McBride and renowned economist Roger Ibbotson.

Brian Gray

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