Photo by Johannes Plenio on Unsplash
On this week’s podcast, we talked to Jerome Garciano and Jeff Shafer about Opportunity Zones. Recently, Jerome wrote a whitepaper that was influential in the OZ legislation that will help you better understand the what, why, and how of opportunity zones.
As Faith Driven Investors, it’s important to understand how these programs work—specifically tax treatment of realized gains and OZ asset gains. Oftentimes investors wrestle with OZs on two levels: investment and the OZ wrapper. For clarity Jerome has provided three overarching questions to help guide investors.
These resources are below and for more information, listen to The Land of OZ podcast here.