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"Investing with Taxes in Mind"

A Podcast by Andrea Schaffer and Dr. Daniel Crosby

A Series of Standard Deviations Podcasts with Pacific Advisors & Guardian

June 20, 2019

Andrea Schaffer CLU® ChFC® CFP® is with Pacific Advisors in Claremont, California. Her practice focuses on individual and business planning, with special knowledge in charitable and investment planning, tax offset strategies, executive tax issues, executive benefits, and business succession. She joins us today to talk about opportunity zones, including:

What is an opportunity zone anyway?

From a social responsibility standpoint, why might OZ make sense?

Join us to learn more about one of the hottest topics in investing.

Questions or Comments?

Thank you!