Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Opportunity Zone Funds
In this episode of The High Net Worth Podcast, Lucas and Luna explore the world of Qualified Opportunity Zone funds, a tax-advantaged investment vehicle created by the 2017 Tax Cuts and Jobs Act. With the original deadline for investing capital gains into a Qualified Opportunity Fund set for the end of 2026, the hosts discuss why this structure is attracting renewed attention from wealthy families and family offices. They break down the mechanics: how capital gains can be deferred by investing within 180 days, how basis step-ups work after five and seven years, and the coveted 10% step-up…
The skinny
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