APO Financial Services – Opportunity Zones Basics2019-08-22T22:16:25+00:00

Opportunity Zones:
The Biggest Tax Break Ever!

Interested in learning more about how alternative investments could fit into your financial plan? Download John and Brian’s newest book, Opportunity Zones: The Biggest Tax Break Ever! In this book, they offer valuable insights into what an opportunity zone is, how they work, and whether or not they might be right for you. This book covers topics like: taxes deferrals, capital gains, real estate investment trusts, private equity platforms, and more.


Our Blogs

Interested in learning more about APO Financials’ retirement and financial planning knowledge? Keep up to date with our weekly blogs that cover a range of topics like retirement planning, investing, estate planning, alternative income investments, lifestyle tips, and more. Take a look at our recent blogs for more information!


To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC.

Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).

The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. APO Financial will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, APO Financial cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through APO Financial, a licensed insurance agency and affiliate of Horter Investment Management, LLC. APO Financial and individual advisors affiliated with APO Financial and Horter Investment Management, LLC receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through APO Financial affiliates. Horter Investment Management, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training. Opportunity Zone investments are only available to accredited investors and are offered solely through the issuers offering documents. The Opportunity Zone sponsor determines whether to accept any individual’s subscription documents.