In episode 176, we welcome our guest, Adam Tkaczuk. Adam and Meb kick off the episode with an overview of opportunity zones.
Meb then asks about the best way to source investments in OZs. Adam provides some background, resources, and some wisdom that it is important to look closely at fees and be careful about diligence into OZ investments. He notes that there are all types of projects available, not just real estate, and that location can have a huge impact.
Meb asks Adam about location based sources of capital. Adam describes examples of what that is and some examples of how business can use this practice to find money to fund business projects.
Adam then gets into the role he plays with small business owners in helping them navigate tax credits, find project funding, and maximize after-tax income. He talks about tax and investment strategies, and business sale tactics such as considering OZs and a structured sale.
Next, Adam talks about some case studies on helping clients find tax credits.
As the conversation winds down, Meb asks Adam to get into the general flow of how he works with clients.
All this and more in Episode 176, included some great resources and Adam’s most memorable investment.