Opportunity Zone Planning for Family Businesses

When the opportunity zone law passed, the real estate developers knew exactly what to do. The family business owners called with questions.

My new article: Opportunity Zone Planning for Family Businesses talks about unique planning issues that wealthy families encountered as we represented opportunity zone funds over the years. This just a prelude to my coming book with Vadim Ronzhes that will be published soon - with a Frazier & Deeter version coming for the time.

The next phase of the program launches in 2027. Worth understanding before it starts.

First issue of my tax planning newsletter, The Secret Art of Planning, comes out this week.