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Money Tree Investing

Tax Loopholes Of The Rich: Economic Opportunity Zone Investments – An Insider’s View With Brandon Lacoff

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6658 Ratings

🗓️ 24 January 2020

⏱️ 64 minutes

🧾️ Download transcript

Summary

Are you looking at economic opportunity zone investments for your capital gains?

This episode is for you.

Want to know how the rich take advantage of the tax code to grow their wealth?

This episode is for you.

Not familiar with what I'm talking about?

Put on your earphones and listen to this interview with industry insider, Brandon Lacoff, who tells us exactly what to look for when considering an economic opportunity zone fund. If you are looking to defer your capital gains with this new secret part of the tax code. Join us for another episode in our Tax Loopholes of the Rich series.

For more information, visit the show notes at https://moneytreepodcast.com/280

Transcript

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0:00.0

Welcome to the Money Tree Investing Podcast.

0:04.0

Stock market, wealth, personal finance, value stocks, invest in your life.

0:11.0

Welcome to this week's episode of Money Tree Investing Podcast.

0:14.1

My name's Kirk Chisholm and I'm going to be your host today.

0:16.6

We have another exciting episode on Tax Loopholes of the Rich.

0:20.4

This is one of our most popular segments with you listeners.

0:23.2

So we're excited to bring on Brandon Lakeoff.

0:26.1

How you doing today, Brandon?

0:27.2

I'm doing well.

0:27.9

Thank you.

0:28.4

Good.

0:29.0

We brought Brandon on because we got a lot of requests from our listeners to talk about

0:33.8

economic opportunity zones.

0:35.9

I know last year there was a big push. People heard a lot

0:38.3

about it, but there were also some updates and changes in the regulations or more or less

0:42.5

clarifications, I would say. We wanted to bring on one of the more leading experts in this area.

0:47.5

Brandon, maybe you can tell listeners a little bit about yourself.

0:50.1

Background-wise, I have a JD MBA from Hofshy University. I do not practice law, but having a law

0:56.1

degree and working at Ernst & Young and their M&A Act's department was part of the reason why I'm

1:01.3

doing this opportunity on structure. We have a group that was out of Avalon Bay, so we have

1:06.2

real estate expertise. We're really a family office that makes private equity investments,

1:11.4

both in real estate and non-real estate assets. We're always looking for good opportunities. And if we can have

...

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