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TAN Wealth Management

Hi everyone, my name is Tan, and I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner at TAN Wealth Management. The purpose of this educational video is to provide a basic understanding and awareness of the Qualified Opportunity Zone (QOZ).

Overview- What is a qualified opportunity zone (QOZ)?- What is a qualified opportunity fund (QOF)?- What are the tax benefits to the investors?- Quotes directly from the IRS website