How a Qualified Opportunity Zone Trust Defers Capital Gains

Episode 45 of Estate Planning with Fexingo dives into Qualified Opportunity Zone trusts. Lucas and Luna unpack how these trusts let investors defer capital gains by rolling them into designated low-income communities, with a concrete example of a real estate investor who rolled $2 million in gains into a Denver-area opportunity fund in 2024. They explain the 10-year holding period, the 10 percent basis step-up after year five, and the potential for tax-free appreciation. The conversation also covers the risks: the five-year sunset for 10-percent step-ups after 2026, the complexity of QOF certification, and why this strategy suits patient investors. A must-listen for anyone sitting on unrealized gains and wondering if an OZ trust fits their estate plan. #QualifiedOpportunityZone #CapitalGains #EstatePlanning #TaxDeferral #OpportunityFund #QOF #RealEstate #Investing #Finance #FexingoBusiness #BusinessPodcast #LucasAndLuna #TaxStrategy #WealthTransfer #TrustLaw #DenverRealEstate #PassiveInvesting #IRS Keep every episode free: buymeacoffee.com/fexingo