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Key Takeaways & Insights

Charitable gifts are not the only way to help people in need while potentially reducing your tax liability. For certain individuals, the Opportunity Zones Program, begun earlier this year, may be an effective tax strategy.

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  • The Opportunity Zones Program is a way to serve communities in need while reducing your tax liability.
  • The longer you hold a qualified Opportunity Zone investment, the greater the potential tax benefits.
  • The Opportunity Zone investment should align with your goals and asset allocation.

Meet the Author

Leonard Schlangel

Partner

Len is a Partner in the New York office and has more than 30 years of wealth management experience, specializing in taxes, financial planning and investment advice for individuals and their related entities.

Prior to joining Cerity Partners, Len was a Senior Managing Director at Lebenthal Family Office LLC where he provided a full array of wealth management services to his clients. Prior to joining Lebenthal in 2007, he was at Executive Monetary Management Inc., a unit of Lehman Brothers.

Len has a Masters of Business Administration in Accounting and an Advanced Professional Certificate in Taxation from New York University’s Stern School of Business and a Juris Doctorate from New York Law School. He is a CPA and a member of the New York State Bar.

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