Opportunity Zone Tax Incentives

Venture into the dynamic world Opportunity Zone Tax Incentives with our exclusive class at Quest Trust Company! Join John Berlet, the esteemed General Partner of Tandem Trust Real Estate LLC and the wizard behind Coastal Bend OZ Fund, alongside Patrick Sughroue, the visionary cofounder of Business Law Group. Together, they’ll unravel the intricacies of leveraging tax incentives, turning your investments into high-reward ventures. Uncover hidden potential, optimize your assets, and broaden your horizons. A masterclass you will not want to miss!

John Berlet is the General Partner of Tandem Trust Real Estate LLP and Coastal Bend OZ Fund Manager, John brings his experience to the organization formed to build wealth for his partners and investors. As CEO of Tandem Trust Financial LLC, he has assisted his clients in reaching their financial goals for the past 30 years. John believes that the Opportunity Zone Tax Benefits are the best retirement strategy that he has ever seen.

Patrick Sughroue is a co-founder of The Business Law Group, Grand Rapids, Michigan. Over the years Patrick has served as legal counsel and business advisor in connection with numerous business organizations and transactions including capitalization, investment and M&A. Industry specialties include securities and financial services, energy, real estate, technology, emerging businesses, qualified opportunity zones (QOZ) and legal cannabis. Patrick also maintains an alternative dispute resolution practice for business and financial disputes and serves as a FINRA arbitrator. He earned his degree in business finance from the University of Notre Dame (1980) and his Law Degree from Wayne State University Law School (1983).