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Morgan Bernardis

Recent Posts by Morgan Bernardis:

by Morgan Bernardis, on Jan 21, 2020 11:13:38 AM

Referred to as the “Tax Cuts and Jobs Act,” section 1400Z-2 of the tax code relates to capital gains that may be deferred as a result of a taxpayer’s investment …

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Topics:Opportunity ZonesSan JoseSilicon Valley

by Morgan Bernardis, on Dec 12, 2019 1:43:49 PM

The Forbes OZ 20: Top Opportunity Zone Catalysts, a partnership between the Sorenson Impact Center and Forbes, announced Urban Catalyst has been selected as one of 20 communities and opportunity …

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Topics:Opportunity ZonesSan JoseSilicon Valley

by Morgan Bernardis, on Dec 3, 2019 3:14:21 PM

Come join Garrett Perez, the Co-Founder of Pinnacle Peak Advisors. Pinnacle Peak Advisors is a full-service tax advisory firm based in San Jose, California, specializing in the unique tax and …

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Topics:Opportunity ZonesSan JoseSilicon Valley

by Morgan Bernardis, on Nov 14, 2019 11:14:18 AM

This video features Urban Catalyst founder Erik Hayden as the keynote speaker at the Commercial Real Estate & Lending Conference in San Francisco on November 7th. Erik discussed the potential …

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Topics:Opportunity ZonesSan JoseSilicon Valley

by Morgan Bernardis, on Nov 13, 2019 8:54:50 AM

More offices. More housing. Google has officially submitted a site plan to build their 80-acre transit village project dubbed “Downtown West” and it’s even bigger than previously announced. Consisting of …

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Topics:Opportunity ZonesSan JoseSilicon Valley

by Morgan Bernardis, on Nov 6, 2019 11:09:09 AM

Don't have time to watch the full video, click here to listen to the podcast! Urban Catalyst Co-founder Joshua Burroughs sits down with strategic advisor Brett Houston, CEO of Optio Development. Brett …

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Topics:Opportunity ZonesSan JoseSilicon Valley

by Morgan Bernardis, on Oct 31, 2019 11:40:23 AM

Urban Catalyst is growing faster than expected and with so much going on, you may have missed some of our big news. If so, this recap is for you! By …

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Topics:Opportunity ZonesSan JoseSilicon Valley

by Morgan Bernardis, on Oct 22, 2019 1:29:50 PM

Don't have time to watch the full video, click here to listen to the podcast! Urban Catalyst Founder Erik Hayden sits down with Intero Real Estate co-founder Tom Tognoli to …

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Topics:Opportunity ZonesSan JoseSilicon Valley

by Morgan Bernardis, on Oct 15, 2019 3:19:07 PM

Come join Erik Hayden, the Founder of Urban Catalyst, Silicon Valley's leading Opportunity Zone Fund. Erik will discuss how investing in the Opportunity Zone program works and the potential tax …

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Topics:Opportunity ZonesSan JoseSilicon Valley

by Morgan Bernardis, on Oct 11, 2019 11:31:53 AM

Last month at their annual Structures Awards, The Silicon Valley Business Journal awarded the best Market-Rate Residential Project to the Grad of San Jose. Originally known as The Graduate, this …

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Topics:Opportunity ZonesSan JoseSilicon Valley