January 30, 2020

How Do Investments In Opportunity Zones Fit Into Estate Planning?

Platform Ventures CIO, Todd Blanding, was recently featured in Forbes talking about Opportunity Zones.

“Much has been written about the potential social and financial benefits of investing in opportunity zones via qualified opportunity funds (QOF). The potential bottom-line benefits are particularly compelling as a strategy for clients looking to defer taxes, especially if they have a long-term investment horizon. Potential investors often wonder, however, how these investments fit within the context of estate planning and how can they be utilized to maximize benefits.”

Click to see the full article.