Are Opportunity Zones really an opportunity or is the tax tail wagging the investment dog with Peter Lazaroff, CFA, CFP®

Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff, CFA, CFP®. Peter joins me to examine whether the much-touted tax benefits of opportunity zones (OZs) justify the risks required, or if investors are letting the "tax tail" wag the investment dog. We cover how OZs work, what the new One BBB Act means for the program's future, and practical ways optometric practice owners can decide whether rolling a large capital gain into an OZ—or into something else—really serves their overall financial plan.

 

As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly "planning life on purpose" newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become "brilliant at the financial basics," or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.

 

And with that introduction, I hope you enjoy my conversation with Peter Lazaroff.

 

Resources:

20/20 Money Membership Information

OD Masterminds Interest

Get Peter's Book

 

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