You are currently viewing this website using the Internet Explorer (IE) web browser. This website has limited functionality in IE, and you won’t be able to download research documents. For an optimal experience, please access this website using any other supported web browser.
Last year’s Tax Cuts and Jobs Act created the Qualified Opportunity Zone (QOZ) program, designed to encourage investments in low-income census tracts or census tracts contiguous with low-income census tracts. This blog post provides a high-level overview of the program, including its scope and potential tax benefits. There are more than 8,500 opportunity zones nationwide, […]
For Investment Managers & Advisers
You are now leaving Callan LLC’s website and going to Callan Family Office’s website. Callan Family Office is not affiliated with Callan LLC. Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
Callan LLC is not responsible for the services and content on Callan Family Office’s website. Inclusion of this link does not constitute or imply an endorsement, sponsorship, or recommendation by Callan LLC of their website, or its contents, and Callan LLC is not responsible or liable for your use of it. When visiting their website, you are subject to Callan Family Office’s terms of use and privacy policies.