Qualified Opportunity Zones (QOZ’s)- Learn How Your Clients Can Benefit
Time & Location
About the event
Join Parsonex Capital Partners on XX for a complimentary presentation at Canyon Title from 10am - 11am to learn about Qualified Opportunity Zones (QOZ’s) and how you or your clients can benefit! Created by the 2017 Tax and Jobs Act, QOZ’s represent one of the largest tax breaks for Americans in decades. QOZ’s are designed to reduce, defer, and ultimately eliminate taxes related to short and longer term capital gains.
Canyon Title Host:
Parsonex Capital Advisors Host:
Shane E. Phillips
About Shane Phillips
Mr. Phillips possesses nearly 25 years of experience in banking and financial services. As a senior vice-president for Colorado Business Bank (“CBB”), Mr. Phillips was responsible for generating commercial and industrial loans, SBA lending solutions, and delivering complex treasury management solutions for middle-market businesses and non-profit organizations. Prior to this role at CBB, Mr. Phillips spent three years working to establish CBB’s Private Bank in Denver, Colorado. Mr. Phillips has a Bachelor of Science in Business Administration from the University of Denver and a Graduate School of Banking degree and Wharton Leadership Certificate from the University of Pennsylvania. In his personal time, Mr. Phillips serves as a trustee for the Diocese of Colorado Springs Endowment Fund and executive board member of the Pikes Peak Boy Scout Council.