The Promise of Opportunity Zones

Described as a once-in-a-generation development incentive, the federally designated areas entice investors—both individuals and organizations—with the ability to defer, reduce or potentially altogether eliminate tax liability. Following the program’s formation under the Tax Cuts and Jobs Act of 2017, the Treasury Department has identified 8,700 severely distressed communities where the benefits are available, including more …

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July 2019 Monthly Recap

Beacon Hill is Moving! Beacon Hill is moving to Dublin in September! Conveniently located on Franz Rd just north of Tuttle Blvd, we’ll have ample parking for clients and visitors to the office. While we will miss our downtown location that served us well for the last decade, we look forward to what the next …

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June 2019 Monthly Recap

Shorthill Promotes Financial Literacy with Ohio Legislators Evidence of the need for greater financial literacy surrounds us from the student debt crisis to the alarming number of people who have trouble managing spending, let alone make intelligent investment decisions. Because of this, Beacon Hill is directly involved in the efforts by the Financial Planning Association …

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May 2019 Monthly Recap

Opportunity Zone Update: New IRS Language The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second set of Treasury regulations regarding Opportunity Zone investments. Beacon Hill will focus on Qualified Opportunity Zone Funds (“QOZF”) that invest primarily in real estate. Read Clint’s summary about the new …

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March 2019 Monthly Recap

Beacon Hill Welcomes Hayley Gillum Hayley Gillum joined the Beacon Hill team in January as an Administrative Assistant. Ms. Gillum is a graduate of the Ohio State University with a Bachelor’s degree in Consumer and Family Financial Services with a specialization in Financial Planning. She is excited to be working in the financial services industry, …

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