Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Opportunity Zone Funds for Tax Deferral
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families use Qualified Opportunity Zone (QOZ) funds to defer and reduce capital gains taxes. They break down the mechanics of the Opportunity Zone program, created by the Tax Cuts and Jobs Act of 2017, and walk through a real-world example: a family office that deferred $50 million in capital gains by investing in a QOZ fund focused on mixed-use development in a designated low-income community. Lucas explains the timeline: investors must roll gains into a QOZ fund within 180 days, and the tax benefits…
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