Money Tree Investing26 Jul 2024

Blake Christian Reveals the Secrets of Opportunity Zone Funds

Join us today as Blake Christian reveals the secrets of Opportunity Zone funds. He's here to explain the flexibility and tax benefits of these funds. He highlights the program's role in encouraging investments in underserved communities. He also shares the challenges in navigating the rules and compares OZ funds with other tax deferral strategies like 1031 exchanges. Prepare to learn everything you've ever needed to know about OZ funds!

We discuss...

How OZ funds allow deferring capital gains if reinvested within 180 days, with potential tax-free appreciation if held for 10 years.
Which six states do not conform to Opportunity Zone benefits.
Over 8,000 census tracts qualify for Opportunity Zone investments, targeting underserved communities with high unemployment and welfare recipients.
How OZ funds can be used for real estate and operating businesses, attracting investments into otherwise neglected areas.
The complexities and potential pitfalls in structuring OZ funds, including the necessity of making proper elections and meeting improvement requirements.
When combining Opportunity Zone funds with Section 1202 qualified small business stock can provide additional tax benefits.
Installment sales are a simpler alternative for deferring gains but carry risks of higher future tax rates.
California aggressively taxes deferred gains from 1031 exchanges and Opportunity Zones, even if the taxpayer relocates to another state.

For more information, visit the show notes at https://moneytreepodcast.com/the-secrets-of-opportunity-zone-funds-blake-christian-628

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

Follow on Facebook: https://www.facebook.com/moneytreepodcast

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter/X: https://x.com/MTIPodcast

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(837)

Boss Lady Investing

Krista Goodrich of Boss Lady Investing joins the show to share her journey from working in the mutual fund industry on Wall Street to building a diversified portfolio of more than 20 private businesse...

17 Jul 1h 22min

The Stock Market Is Showing Interesting Signals To Observers

The stock market is showing interesting signals and today we discuss the latest market developments. Renewed geopolitical tensions are driving investors back into large technology and AI stocks while ...

15 Jul 49min

Considering a Life Switch?

Are you considering a life switch? Today financial advisor, author, and sports team investor Joel Steele joins us to discuss his unconventional journey from failed entrepreneur to successful wealth ma...

10 Jul 1h

Market Signals for The 2nd Half of 2026

Today we talk market signals for the 2nd half of the 2026 following the Independence Day holiday. We highlight how semiconductor stocks and AI continue to heavily influence market performance while si...

8 Jul 55min

Investing in Companies Pre-IPO

Christine Healey explores the rapidly growing world of investing in companies pre-IPOs and how everyday investors are gaining access to private companies like SpaceX, OpenAI, Stripe, and Anthropic bef...

3 Jul 58min

Q2 2026 Market Updates

Kirk shares the Q2 2026 market updates and the market's recent sector rotation as technology stocks pause after leading gains for much of the year. Healthcare, utilities, and other sectors begin to ta...

1 Jul 37min

Investing In Mortgages 101 with Michael Youngblood

Michael Youngblood joined the show to discuss investing in mortgages with the evolution of the U.S. mortgage market. He draws on more than four decades of experience in mortgage banking, securitizatio...

26 Jun 1h 5min

Investing Recommendation...Patience and Caution

We have an investing recommendation for you: patience and caution! We discussed current market conditions and why markets have largely moved sideways despite strong gains earlier in the year. We exami...

24 Jun 45min